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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
LFA
1376
Livelsberger Financial Advisory
Ohio
$23.6K +$21.7K +627 New
LFA
1377
Level Financial Advisors
New York
$23.4K
FWM
1378
FSA Wealth Management
Massachusetts
$23K +$20.8K +600 New
NCM
1379
Northwest Capital Management
Oregon
$22.9K
MHR
1380
Matthew Hamilton Rosenberg
$22.9K
CWP
1381
Concord Wealth Partners
Virginia
$22.7K
WPA
1382
West Paces Advisors
Georgia
$22.6K
FSWA
1383
Financial Synergies Wealth Advisors
Texas
$22.5K -$312 -9 -1%
AAP
1384
Arax Advisory Partners
Colorado
$21.5K -$15.6K -450 -44%
VF
1385
VitalStone Financial
Texas
$21K
SIS
1386
Sound Income Strategies
Florida
$20.8K +$8.72K +252 +84%
CFFP
1387
Center for Financial Planning
Michigan
$19.7K
GIA
1388
GHP Investment Advisors
Colorado
$19.5K +$104 +3 +0.6%
HCM
1389
Highlander Capital Management
New Jersey
$19.4K
PAI
1390
Pittenger & Anderson Inc
Nebraska
$19.4K
FPB
1391
First PREMIER Bank
South Dakota
$19K -$297K -8,568 -95%
BWAM
1392
Boyd Watterson Asset Management
Ohio
$18.8K
PFA
1393
Pathway Financial Advisers
Indiana
$18.5K +$69 +2 +0.4%
HGA
1394
Hobbs Group Advisors
South Carolina
$18K +$16.6K +480 New
IRAG
1395
Investment Research & Advisory Group
Georgia
$17.9K
PP
1396
Pacifica Partners
Canada
$17.8K
CT
1397
Clearstead Trust
Maine
$17.5K
AFWM
1398
Abich Financial Wealth Management
Virginia
$16.9K +$15.6K +450 New
MFT
1399
Moisand Fitzgerald Tamayo
Florida
$16.1K
MWM
1400
Mascoma Wealth Management
New Hampshire
$15.9K

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.