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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
RMC
1301
Resources Management Corp
Connecticut
$198K
GWSA
1302
Global Wealth Strategies & Associates
Colorado
$191K
AAG
1303
Accordant Advisory Group
Maryland
$185K +$173K +4,382 New
IF
1304
Integrity Financial
Wyoming
$177K -$3.71K -94 -2%
Bessemer Group
1305
Bessemer Group
New Jersey
$175K -$7.7K -195 -4%
NF
1306
Norwood Financial
Pennsylvania
$175K
SMA
1307
Sage Mountain Advisors
Georgia
$173K +$7.11K +180 +5%
BCWM
1308
Bartlett & Co Wealth Management
Ohio
$173K -$19.3K -490 -11%
VC
1309
Vestor Capital
Illinois
$172K -$4.58K -116 -3%
BHWM
1310
Beaird Harris Wealth Management
Texas
$171K
AWM
1311
Ameliora Wealth Management
Switzerland
$168K +$158K +4,000 New
HCM
1312
Highlander Capital Management
New Jersey
$167K +$137K +3,460 +671%
BG
1313
Bollard Group
Massachusetts
$165K +$474 +12 +0.3%
GCM
1314
Gables Capital Management
Florida
$160K
GC
1315
Garde Capital
Washington
$158K -$91.9K -2,329 -38%
FCAS
1316
First Command Advisory Services
Texas
$155K +$3.87K +98 +3%
CAM
1317
Chesapeake Asset Management
New York
$154K
WOC
1318
West Oak Capital
California
$152K -$6.04K -153 -4%
PB
1319
Pinnacle Bancorp
Nebraska
$147K
BAM
1320
Byrne Asset Management
New Jersey
$142K +$16K +405 +14%
SS
1321
Sunbelt Securities
Texas
$139K -$2.96K -75 -2%
CWC
1322
Carolinas Wealth Consulting
North Carolina
$136K +$128K +3,233 New
BBPWM
1323
Blue Bell Private Wealth Management
Pennsylvania
$132K -$90K -2,280 -42%
CB
1324
Community Bank
New York
$130K
NL
1325
NVWM LLC
Pennsylvania
$126K

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.