We are live on ! Find out more
XLF icon

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
LWA
1426
Lowe Wealth Advisors
Maryland
$6.77K
BL
1427
Balentine LLC
Georgia
$6.39K
ADL
1428
Asset Dedication LLC
California
$6K
MBFW
1429
Morton Brown Family Wealth
Pennsylvania
$5.76K +$5.3K +153 New
EAM
1430
Eukles Asset Management
Ohio
$5.75K
MIM
1431
Macroview Investment Management
Maryland
$5.68K
DAM
1432
Delta Asset Management
Tennessee
$5.67K
POIA
1433
Pin Oak Investment Advisors
Texas
$5K
CAM
1434
Costello Asset Management
Pennsylvania
$4.78K
EA
1435
Evolution Advisers
Virginia
$4K +$3.6K +104 New
BA
1436
Ballast Advisors
Minnesota
$3.95K
ECM
1437
Estabrook Capital Management
New York
$3.76K
Nomura Asset Management
1438
Nomura Asset Management
Japan
$3.76K
CJ
1439
Caitlin John
Michigan
$3.38K +$3.12K +90 New
IPW
1440
Impact Partnership Wealth
Georgia
$3.2K -$144K -4,169 -98%
CP
1441
Castleview Partners
Texas
$2.94K -$732K -21,158 -100%
RDFA
1442
Ritter Daniher Financial Advisory
Ohio
$2.82K
SWM
1443
Sugarloaf Wealth Management
Georgia
$2.8K -$20.1K -582 -89%
SAM
1444
Smartleaf Asset Management
Massachusetts
$2.54K +$2.32K +67 New
RCM
1445
Raleigh Capital Management
North Carolina
$2.28K +$35 +1 +2%
IA
1446
IFS Advisors
Kansas
$2.26K
CA
1447
Centerpoint Advisors
Massachusetts
$2K -$1.73K -50 -50%
VAG
1448
VisionPoint Advisory Group
Texas
$1.88K -$2.32K -67 -57%
SWM
1449
Sanctuary Wealth Management
Idaho
$1.58K
AWM
1450
AllSquare Wealth Management
New York
$1.17K

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.