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
FPFS
1376
First Personal Financial Services
North Carolina
$71.4K -$3.87K -98 -5%
FP
1377
Financial Perspectives
Minnesota
$70.8K
QC
1378
Quent Capital
New York
$70K
Kayne Anderson Rudnick Investment Management
1379
Kayne Anderson Rudnick Investment Management
California
$69.6K -$35.8K -908 -35%
PCMC
1380
Planning Capital Management Corporation
Pennsylvania
$69.4K +$237 +6 +0.4%
DCM
1381
Davis Capital Management
Florida
$68.4K
NRC
1382
New Republic Capital
North Carolina
$68K
First Manhattan
1383
First Manhattan
New York
$67.2K
TF
1384
Tompkins Financial
New York
$65.9K -$71.2K -1,803 -54%
FIM
1385
Fernwood Investment Management
Massachusetts
$63.6K +$59.6K +1,510 New
WSC
1386
Wellington Shields & Co
New York
$63.3K +$59.3K +1,502 New
AAP
1387
Arax Advisory Partners
Colorado
$62K +$35.5K +900 +158%
FFWM
1388
Future Financial Wealth Management
Ohio
$61.9K +$58K +1,470 New
OSNBOA
1389
Old Second National Bank of Aurora
Illinois
$61.4K -$50.1K -1,270 -47%
CMP
1390
Coston McIsaac & Partners
Maine
$61K
DI
1391
DAGCO Inc
Ohio
$60.7K -$176K -4,446 -76%
HWA
1392
HHM Wealth Advisors
Tennessee
$60.2K
FFA
1393
Farther Finance Advisors
California
$59.3K +$12.3K +311 +28%
BFPW
1394
BOK Financial Private Wealth
Colorado
$59K
MAWCM
1395
Mine & Arao Wealth Creation & Management
California
$58.8K +$39 +1 +0.1%
PCMC
1396
Private Capital Management (Colorado)
Colorado
$58.7K +$7.74K +196 +16%
TCM
1397
TruNorth Capital Management
Michigan
$57.3K +$53.7K +1,361 New
LTI
1398
Laffer Tengler Investments
Tennessee
$55.5K +$52K +1,318 New
TC
1399
Truvestments Capital
Florida
$55K +$39 +1 +0.1%
CFS
1400
CGC Financial Services
Oregon
$53.9K

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.