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State Street Financial Select Sector SPDR ETF

1,517 hedge funds and large institutions have $29.4B invested in State Street Financial Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 548 increasing their positions, 552 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 94

27% more funds holding in top 10

Funds holding in top 10: 6684 (+18)

13% more capital invested

Capital invested by funds: $26.1B → $29.4B (+$3.37B)

4% more funds holding

Funds holding: 1,4571,517 (+60)

0.28% more ownership

Funds ownership: 76.45%76.73% (+0.28%)

1% less repeat investments, than reductions

Existing positions increased: 548 | Existing positions reduced: 552

43% less call options, than puts

Call options by funds: $7.98B | Put options by funds: $14B

Holders
1,517
Holders Change
+60
Holders Change %
+4.12%
% of All Funds
21.85%
Holding in Top 10
84
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+27.27%
% of All Funds
1.21%
New
172
Increased
548
Reduced
552
Closed
94
Calls
$7.98B
Puts
$14B
Net Calls
-$6.04B
Net Calls Change
-$1.2B
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1276
SignalPoint Asset Management
Missouri
$217K +$203K +5,148 New
EFG
1277
Ethos Financial Group
Pennsylvania
$216K -$94K -2,382 -32%
FH
1278
FWG Holdings
Florida
$216K -$4.66K -118 -2%
WWS
1279
Wellington Wealth Strategies
Indiana
$215K -$378K -9,586 -65%
FTWA
1280
Fifth Third Wealth Advisors
Ohio
$214K +$200K +5,075 New
M
1281
MYeCFO
California
$213K -$59.2K -1,500 -23%
GBT
1282
Grove Bank & Trust
Florida
$213K -$120K -3,050 -38%
OWA
1283
ORBA Wealth Advisors
Illinois
$212K +$199K +5,039 New
ACP
1284
Aviance Capital Partners
Florida
$211K -$11.8K -300 -6%
HWA
1285
HCR Wealth Advisors
California
$211K +$198K +5,013 New
CAMG
1286
CWA Asset Management Group
Florida
$211K +$197K +5,000 New
NMM
1287
Naples Money Management
Florida
$209K -$9.99K -253 -5%
AG
1288
AlTi Global
New York
$209K -$182K -4,602 -48%
ACM
1289
Allred Capital Management
Texas
$209K +$196K +4,972 New
VCP
1290
Verus Capital Partners
Arizona
$209K +$196K +4,957 New
JWM
1291
JPL Wealth Management
Colorado
$208K +$195K +4,945 New
PMSA
1292
Patrick M. Sweeney & Associates
Illinois
$207K +$194K +4,924 New
GPW
1293
Gray Private Wealth
Massachusetts
$207K +$194K +4,920 New
EPM
1294
Elm Partners Management
Pennsylvania
$205K +$192K +4,864 New
CCG
1295
Coastwise Capital Group
California
$203K +$191K +4,829 New
FWM
1296
Fairhaven Wealth Management
Illinois
$201K +$189K +4,783 New
GWP
1297
Gateway Wealth Partners
Wisconsin
$201K +$189K +4,783 New
BCM
1298
BluePath Capital Management
Georgia
$200K +$188K +4,752 New
DPI
1299
Diversified Portfolios Inc
Michigan
$200K +$188K +4,750 New
T
1300
Tidemark
California
$200K -$65.3K -1,655 -26%

XLF Hedge Fund Activity: Q1 2024 in Review

1,517 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q1 2024, worth a combined $29.4B — up 13% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new XLF positions and 94 closed out — a net gain of 78 holders — while 548 added to existing stakes and 552 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $901M. The largest seller was Morgan Stanley, cutting an estimated $1.26B.

  • 1,517 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q1 2024, up from 1,457 in Q4 2023.
  • Funds reported $29.4B of State Street Financial Select Sector SPDR ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 172 funds opened new State Street Financial Select Sector SPDR ETF positions in Q1 2024 and 94 closed out, a net change of +78 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $901M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.26B sold.

Based on aggregated 13F filings for Q1 2024.