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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
PGAM
1326
Princeton Global Asset Management
New Jersey
$125K +$118 +3 +0.1%
TIM
1327
Tortoise Investment Management
New York
$124K +$59.3K +1,501 +105%
GWANC
1328
Guardian Wealth Advisors (North Carolina)
North Carolina
$121K -$89.9K -2,277 -44%
CT
1329
Colonial Trust
South Carolina
$120K -$12.6K -320 -10%
HIA
1330
Harbor Investment Advisory
Maryland
$120K +$23K +582 +26%
SA
1331
Scarborough Advisors
Maryland
$119K -$9.28K -235 -8%
HFM
1332
Hartford Financial Management
Connecticut
$118K +$8.37K +212 +8%
BC
1333
Barrett & Company
Rhode Island
$118K
FMP
1334
Financial Management Professionals
Texas
$116K +$74.5K +1,887 +216%
NP
1335
NorthRock Partners
Minnesota
$115K -$113K -2,870 -51%
BWL
1336
Bogart Wealth LLC
Virginia
$115K -$94.5K -2,393 -47%
DF
1337
Dunhill Financial
United Kingdom
$114K
FFWA
1338
FRG Family Wealth Advisors
Washington
$113K +$111K +2,800 New
DFA
1339
DHJJ Financial Advisors
Illinois
$113K
BCMLT
1340
Beacon Capital Management LLC (Tennessee)
Tennessee
$112K +$56.5K +1,430 +115%
UCB
1341
United Community Bank
South Carolina
$111K -$103K -2,600 -50%
TAM
1342
Tucker Asset Management
Colorado
$109K +$102K +2,584 +129,200%
PPC
1343
Park Place Capital
Alabama
$109K -$17.6K -447 -15%
RP
1344
Rice Partnership
Hawaii
$105K -$19.7K -500 -17%
OCM
1345
Orion Capital Management
California
$105K
ME
1346
McIlrath & Eck
Washington
$105K +$32.5K +823 +50%
DJSG
1347
D.J. St. Germain
Massachusetts
$102K +$395 +10 +0.4%
PCTC
1348
Perkins Coie Trust Company
Washington
$101K
LI
1349
LRI Investments
Florida
$99.6K +$93.3K +2,364 New
JEST
1350
JTC Employer Solutions Trustee
Jersey
$97K

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.