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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
CTA
1401
Colonial Trust Advisors
South Carolina
$15.4K
BLC
1402
Brown, Lisle/Cummings
Rhode Island
$15K
OCM
1403
Osterweis Capital Management
California
$15K
TCM
1404
TD Capital Management
Tennessee
$15K
DWMG
1405
DB Wealth Management Group
California
$14.9K
SWS
1406
SYSTM Wealth Solutions
Illinois
$14.8K +$13.6K +394 New
MRCM
1407
M&R Capital Management
New Jersey
$14.8K
MPCG
1408
Matrix Private Capital Group
New York
$14.7K -$2.53K -73 -16%
RFG
1409
REAP Financial Group
Texas
$14.5K +$13.4K +386 New
SVCP
1410
Silicon Valley Capital Partners
California
$14.1K +$13K +376 New
VDBMI
1411
Van Den Berg Management I
Texas
$12K
KWAG
1412
Kiely Wealth Advisory Group
North Carolina
$11.6K +$10.4K +300 New
CWAF
1413
Core Wealth Advisors (Florida)
Florida
$11.3K
AWM
1414
Abound Wealth Management
Tennessee
$11K
FGA
1415
Fortis Group Advisors
New Jersey
$10.8K +$4.99K +144 +100%
SFCL
1416
Strengthening Families & Communities LLC
Massachusetts
$10.7K +$35 +1 +0.4%
HI
1417
Hoey Investments
Pennsylvania
$10.2K +$9.35K +270 New
PWMG
1418
Private Wealth Management Group
New Jersey
$9.4K +$8.65K +250 New
JFA
1419
JNBA Financial Advisors
Minnesota
$8.42K
CTWM
1420
Cherry Tree Wealth Management
Minnesota
$8.31K -$34.6K -1,000 -82%
CSB
1421
City State Bank
Iowa
$8K
SMFG
1422
Sumitomo Mitsui Financial Group
Japan
$7.48K -$1.77K -51 -20%
ACA
1423
American Capital Advisory
Idaho
$7.45K +$6.86K +198 New
FMB
1424
Field & Main Bank
Kentucky
$7.14K
CNBTD
1425
Citizens National Bank Trust Department
Mississippi
$6.96K

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.