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State Street Financial Select Sector SPDR ETF

1,457 hedge funds and large institutions have $26.1B invested in State Street Financial Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 492 increasing their positions, 540 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 80

25% more funds holding in top 10

Funds holding in top 10: 5366 (+13)

23% more capital invested

Capital invested by funds: $21.2B → $26.1B (+$4.82B)

10% more funds holding

Funds holding: 1,3281,457 (+129)

5.87% more ownership

Funds ownership: 70.59%76.45% (+5.9%)

9% less repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 540

46% less call options, than puts

Call options by funds: $5.57B | Put options by funds: $10.4B

Holders
1,457
Holders Change
+129
Holders Change %
+9.71%
% of All Funds
21.24%
Holding in Top 10
66
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.53%
% of All Funds
0.96%
New
233
Increased
492
Reduced
540
Closed
80
Calls
$5.57B
Puts
$10.4B
Net Calls
-$4.83B
Net Calls Change
-$2.02B
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1301
GAMMA Investing
California
$73.3K +$65.4K +1,890 New
CPA
1302
Clear Point Advisors
New York
$73.2K +$67.4K +1,948 New
OHWP
1303
Oak Harbor Wealth Partners
North Carolina
$73.1K +$59.3K +1,714 +745%
FFA
1304
Fairfield Financial Advisors
Massachusetts
$70.5K +$15K +434 +30%
WAS
1305
Winch Advisory Services
Wisconsin
$69.6K +$346 +10 +0.5%
WCM
1306
Winthrop Capital Management
Indiana
$69K +$63.5K +1,835 New
PMFA
1307
Plante Moran Financial Advisors
Michigan
$68.3K -$24.1K -696 -28%
FPFS
1308
First Personal Financial Services
North Carolina
$67.4K
LFA
1309
LGT Financial Advisors
Texas
$66.4K +$17K +490 +38%
NSG
1310
Nalls Sherbakoff Group
Tennessee
$66.3K -$9.94K -287 -14%
SR
1311
Syntax Research
Florida
$65.3K
FGAM
1312
Financial Gravity Asset Management
Texas
$64.8K +$30K +868 +86%
EWP
1313
Elevation Wealth Partners
California
$64.3K
MIA
1314
MeadowBrook Investment Advisors
Michigan
$64.1K +$59K +1,705 New
FP
1315
Financial Perspectives
Minnesota
$63.2K
QC
1316
Quent Capital
New York
$62.5K
ME
1317
McIlrath & Eck
Washington
$62.4K
PCMC
1318
Planning Capital Management Corporation
Pennsylvania
$61.8K +$56.9K +1,643 New
DCM
1319
Davis Capital Management
Florida
$61.4K +$56.5K +1,632 New
AIMA
1320
Ables Iannone Moore & Associates
Georgia
$61.3K +$56.4K +1,629 New
NRC
1321
New Republic Capital
North Carolina
$60.7K
First Manhattan
1322
First Manhattan
New York
$60K +$1.39K +40 +3%
CMP
1323
Coston McIsaac & Partners
Maine
$54K
TIM
1324
Tortoise Investment Management
New York
$54K +$22.2K +640 +81%
HWA
1325
HHM Wealth Advisors
Tennessee
$53.8K

XLF Hedge Fund Activity: Q4 2023 in Review

1,457 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q4 2023, worth a combined $26.1B — up 23% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new XLF positions and 80 closed out — a net gain of 153 holders — while 492 added to existing stakes and 540 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.25B. The largest seller was JP Morgan Chase, cutting an estimated $364M.

  • 1,457 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q4 2023, up from 1,328 in Q3 2023.
  • Funds reported $26.1B of State Street Financial Select Sector SPDR ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 233 funds opened new State Street Financial Select Sector SPDR ETF positions in Q4 2023 and 80 closed out, a net change of +153 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.25B added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q4 2023 was JP Morgan Chase, an estimated $364M sold.

Based on aggregated 13F filings for Q4 2023.