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State Street Financial Select Sector SPDR ETF

1,585 hedge funds and large institutions have $31.2B invested in State Street Financial Select Sector SPDR ETF in 2024 Q3 according to their latest regulatory filings, with 184 funds opening new positions, 614 increasing their positions, 543 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 78

13% more repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 543

10% more capital invested

Capital invested by funds: $28.2B → $31.2B (+$2.94B)

8% more funds holding in top 10

Funds holding in top 10: 7278 (+6)

6% more funds holding

Funds holding: 1,4961,585 (+89)

1.46% more ownership

Funds ownership: 72.59%74.06% (+1.5%)

41% less call options, than puts

Call options by funds: $9.05B | Put options by funds: $15.4B

Holders
1,585
Holders Change
+89
Holders Change %
+5.95%
% of All Funds
22.76%
Holding in Top 10
78
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.33%
% of All Funds
1.12%
New
184
Increased
614
Reduced
543
Closed
78
Calls
$9.05B
Puts
$15.4B
Net Calls
-$6.38B
Net Calls Change
-$2.23B
Name Holding Trade Value Shares
Change
Change in
Stake
NMM
1326
Naples Money Management
Florida
$221K -$5.93K -136 -3%
M
1327
MYeCFO
California
$220K -$8.73K -200 -4%
CWM
1328
Cedar Wealth Management
California
$220K +$10.9K +250 +5%
AFG
1329
Allegheny Financial Group
Pennsylvania
$218K +$210K +4,818 New
FWM
1330
Fairhaven Wealth Management
Illinois
$217K +$209K +4,787 New
NF
1331
Nikulski Financial
Iowa
$217K +$209K +4,785 New
DPI
1332
Diversified Portfolios Inc
Michigan
$215K +$207K +4,750 New
GAM
1333
Grandview Asset Management
Pennsylvania
$215K +$207K +4,751 New
CC
1334
Chicago Capital
Illinois
$215K +$207K +4,739 New
RMC
1335
Resources Management Corp
Connecticut
$213K
FWTB
1336
First Western Trust Bank
Colorado
$213K +$205K +4,699 New
LCM
1337
Lazari Capital Management
California
$212K +$204K +4,686 New
WWS
1338
Wellington Wealth Strategies
Indiana
$212K +$199K +4,564 New
SF
1339
Safeguard Financial
Wisconsin
$212K +$204K +4,679 New
DP
1340
Dearborn Partners
Illinois
$211K +$203K +4,657 New
DCM
1341
Donaldson Capital Management
Indiana
$211K +$203K +4,653 New
CCG
1342
Coastwise Capital Group
California
$211K +$203K +4,648 New
TIM
1343
Tortoise Investment Management
New York
$210K +$25.8K +591 +15%
BIAS
1344
Beacon Investment Advisory Services
New Jersey
$210K +$202K +4,626 New
SAM
1345
Sawgrass Asset Management
Florida
$210K +$202K +4,625 New
SDH
1346
Sloy Dahl & Holst
Washington
$209K +$201K +4,609 New
WWM
1347
Wolff Wiese Magana
California
$209K -$8.73K -200 -4%
TAM
1348
Titleist Asset Management
Texas
$209K +$201K +4,603 New
BP
1349
BBR Partners
New York
$209K +$201K +4,601 New
MG
1350
Marex Group
$208K +$201K +4,598 New

XLF Hedge Fund Activity: Q3 2024 in Review

1,585 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2024, worth a combined $31.2B — up 10% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new XLF positions and 78 closed out — a net gain of 106 holders — while 614 added to existing stakes and 543 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $273M. The largest seller was JP Morgan Chase, cutting an estimated $804M.

  • 1,585 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2024, up from 1,496 in Q2 2024.
  • Funds reported $31.2B of State Street Financial Select Sector SPDR ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 184 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2024 and 78 closed out, a net change of +106 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $273M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2024 was JP Morgan Chase, an estimated $804M sold.

Based on aggregated 13F filings for Q3 2024.