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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
BFPW
1326
BOK Financial Private Wealth
Colorado
$52.6K
MAWCM
1327
Mine & Arao Wealth Creation & Management
California
$52.4K +$69 +2 +0.1%
FBC
1328
Fairfield, Bush & Co
Connecticut
$50.6K +$46.6K +1,346 New
TC
1329
Truvestments Capital
Florida
$49.1K +$69 +2 +0.2%
CFS
1330
CGC Financial Services
Oregon
$48.1K
DAC
1331
Dividend Assets Capital
South Carolina
$48K
PCFFS
1332
Pacific Center for Financial Services
California
$47.2K
VNA
1333
Valley National Advisers
Pennsylvania
$47K -$422K -12,189 -91%
BFS
1334
Bare Financial Services
Pennsylvania
$45.8K +$42.1K +1,217 New
PCMC
1335
Private Capital Management (Colorado)
Colorado
$45.1K -$64.3K -1,858 -61%
SFC
1336
SYM Financial Corp
Indiana
$44.5K
RG
1337
Retirement Group
California
$43.9K +$35 +1 +0.1%
VL
1338
Vima LLC
Michigan
$43.6K +$40.2K +1,161 New
AEPWM
1339
Atlantic Edge Private Wealth Management
Florida
$42.8K +$39.4K +1,139 New
JWM
1340
Janiczek Wealth Management
Colorado
$41.7K +$35 +1 +0.1%
FFA
1341
Farther Finance Advisors
California
$41.5K +$35 +1 +0.1%
AIC
1342
Archer Investment Corporation
Indiana
$41.5K +$658 +19 +2%
BCMLT
1343
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.1K +$1.66K +48 +4%
PO
1344
Private Ocean
California
$40.8K +$3.01K +87 +9%
IBOK
1345
Independence Bank of Kentucky
Kentucky
$40.2K
BGAI
1346
Bruce G. Allen Investments
Colorado
$40.1K +$36.9K +1,066 New
WWMSC
1347
Wagner Wealth Management (South Carolina)
South Carolina
$38K +$173 +5 +0.5%
BAM
1348
Bellevue Asset Management
Washington
$37.6K
WAM
1349
WFA Asset Management
Wisconsin
$37.5K +$173 +5 +0.5%
CSWM
1350
Cassady Schiller Wealth Management
Ohio
$37.3K

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.