We are live on ! Find out more
XLF icon

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
ITIM
1351
Indiana Trust & Investment Management
Indiana
$94.5K +$8.92K +226 +11%
CWM
1352
Compass Wealth Management
Connecticut
$90.5K
MG
1353
Mather Group
Illinois
$89.1K -$232K -5,888 -71%
HCA
1354
Harbor Capital Advisors
Illinois
$89K -$123K -3,123 -60%
AWM
1355
Angeles Wealth Management
California
$88.4K
NRG
1356
Nemes Rush Group
Michigan
$88.3K
HDIM
1357
Hanson & Doremus Investment Management
Vermont
$88K
FWP
1358
FAS Wealth Partners
Kansas
$85.2K -$59.9K -1,518 -43%
LFG
1359
Larson Financial Group
Missouri
$84.8K -$86.1K -2,181 -52%
IRC
1360
Investors Research Corp
Georgia
$83.8K
LB
1361
Legacy Bridge
Iowa
$83.6K
MTIC
1362
Missouri Trust & Investment Company
Missouri
$83.4K -$2.57K -65 -3%
PCA
1363
Providence Capital Advisors
North Carolina
$83K +$45.7K +1,157 +142%
CPA
1364
Clear Point Advisors
New York
$82K
EWP
1365
Elevation Wealth Partners
California
$82K +$276 +7 +0.4%
OHWP
1366
Oak Harbor Wealth Partners
North Carolina
$81.9K
FGAM
1367
Financial Gravity Asset Management
Texas
$80.1K +$1.97K +50 +3%
GI
1368
GAMMA Investing
California
$79.6K
IBOK
1369
Independence Bank of Kentucky
Kentucky
$79.1K +$31.9K +809 +76%
WAS
1370
Winch Advisory Services
Wisconsin
$78.2K +$237 +6 +0.3%
WCM
1371
Winthrop Capital Management
Indiana
$77K
BSB
1372
Bangor Savings Bank
Maine
$76.5K -$158K -3,998 -69%
LFA
1373
LGT Financial Advisors
Texas
$74.4K
SR
1374
Syntax Research
Florida
$73.2K
MIA
1375
MeadowBrook Investment Advisors
Michigan
$71.8K

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.