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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
CAL
1401
Capital Analysts LLC
Pennsylvania
$53K +$12.2K +308 +32%
MPWT
1402
MassMutual Private Wealth & Trust
Connecticut
$52.6K -$332K -8,410 -87%
C
1403
Covestor
United Kingdom
$52K +$13.6K +345 +39%
FFA
1404
Frazier Financial Advisors
Ohio
$51.4K +$14.3K +362 +42%
SFC
1405
SYM Financial Corp
Indiana
$49.8K
BFS
1406
Bare Financial Services
Pennsylvania
$49.1K
PVH
1407
Psagot Value Holdings
Israel
$49K -$605K -15,332 -93%
RG
1408
Retirement Group
California
$48.1K -$1.1K -28 -2%
AEPWM
1409
Atlantic Edge Private Wealth Management
Florida
$48K
VNA
1410
Valley National Advisers
Pennsylvania
$47K -$5.09K -129 -10%
AIC
1411
Archer Investment Corporation
Indiana
$46.9K +$355 +9 +0.8%
JWM
1412
Janiczek Wealth Management
Colorado
$46.8K
PO
1413
Private Ocean
California
$45.7K
WWMSC
1414
Wagner Wealth Management (South Carolina)
South Carolina
$42.7K +$79 +2 +0.2%
GJWM
1415
Gilliland Jeter Wealth Management
Arkansas
$42.5K +$39.8K +1,009 New
CSWM
1416
Cassady Schiller Wealth Management
Ohio
$42.2K +$474 +12 +1%
WAM
1417
WFA Asset Management
Wisconsin
$42.1K +$158 +4 +0.4%
BAM
1418
Bellevue Asset Management
Washington
$42.1K
CLOS
1419
Compagnie Lombard Odier SCmA
Switzerland
$42.1K +$39.5K +1,000 New
BFP
1420
Briaud Financial Planning
Texas
$42K +$38.8K +983 New
FCT
1421
First Community Trust
Iowa
$41.7K
AIA
1422
Armor Investment Advisors
North Carolina
$41.2K +$12.3K +312 +47%
TCOV
1423
Trust Company of Vermont
Vermont
$41.1K +$1.78K +45 +5%
FCMT
1424
Founders Capital Management (Texas)
Texas
$39.7K +$2.8K +71 +8%
VL
1425
Vima LLC
Michigan
$39.6K +$2.76K +70 +6%

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.