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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
OC
1426
Oakworth Capital
Alabama
$38.1K
AFS
1427
Annapolis Financial Services
Maryland
$36K
DWA
1428
Dougherty Wealth Advisers
Minnesota
$33.7K
EWM
1429
Evermay Wealth Management
Virginia
$33.3K
Russell Investments Group
1430
Russell Investments Group
United Kingdom
$31.6K
CICI
1431
Capital Investment Counsel Inc
North Carolina
$31.6K
BIA
1432
Bell Investment Advisors
California
$31.5K
HWP
1433
Highline Wealth Partners
California
$30.7K +$28.7K +728 New
CFFP
1434
Center for Financial Planning
Michigan
$30.5K +$7.89K +200 +38%
RA
1435
Ransom Advisory
Rhode Island
$30.5K +$28.6K +725 New
RDIA
1436
RE Dickinson Investment Advisors
Iowa
$29K
FSWA
1437
Financial Synergies Wealth Advisors
Texas
$28.3K +$592 +15 +2%
BFA
1438
BBJS Financial Advisors
Washington
$27.4K +$25.7K +650 New
OLVIG
1439
Oliver Lagore Vanvalin Investment Group
Michigan
$26.8K +$24.9K +631 +12,620%
QCG
1440
Quadrant Capital Group
Ohio
$26.8K
NCM
1441
Northwest Capital Management
Oregon
$25.7K
MHR
1442
Matthew Hamilton Rosenberg
$25.5K
CWP
1443
Concord Wealth Partners
Virginia
$25.4K
BWP
1444
Baldwin Wealth Partners
Massachusetts
$25.3K -$1.97K -50 -8%
FWM
1445
FSA Wealth Management
Massachusetts
$25.3K
WPA
1446
West Paces Advisors
Georgia
$25.3K
BIM
1447
Breakwater Investment Management
Washington
$25K +$23.4K +593 New
VF
1448
VitalStone Financial
Texas
$24K
FRA
1449
Front Row Advisors
California
$23.8K +$22.3K +565 New
GGI
1450
Godsey & Gibb Inc
Virginia
$23.8K +$22.3K +564 New

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.