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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
SFA
1451
Semmax Financial Advisors
North Carolina
$1.03K
PP
1452
PrairieView Partners
Minnesota
$1K -$796 -23 -61%
RBC
1453
Roble Belko & Company
Pennsylvania
$1K
AFG
1454
Albion Financial Group
Utah
$376
TAM
1455
Townsend Asset Management
North Carolina
$263
OLVIG
1456
Oliver Lagore Vanvalin Investment Group
Michigan
$202 -$104 -3 -38%
APC
1457
Aspire Private Capital
North Carolina
$126
TIM
1458
Thompson Investment Management
Wisconsin
$75
TAM
1459
Tucker Asset Management
Colorado
$75 +$69 +2 New
Parallax Volatility Advisers
1460
Parallax Volatility Advisers
California
$38
RCMU
1461
Rokos Capital Management (UK)
United Kingdom
-$92.5M -2,762,286 Closed
Capstone Investment Advisors
1462
Capstone Investment Advisors
New York
-$29.1M -841,615 Closed
Walleye Trading
1463
Walleye Trading
New York
-$16.5M -476,241 Closed
SGDR
1464
SPX Gestao de Recursos
Brazil
-$13M -393,149 Closed
BHCM
1465
Brevan Howard Capital Management
Jersey
-$12.4M -374,801 Closed
GC
1466
Grimes & Company
Massachusetts
-$11.8M -356,745 Closed
Capital Fund Management (CFM)
1467
Capital Fund Management (CFM)
France
-$10.1M -291,107 Closed
RFM
1468
Royal Fund Management
Florida
-$7.92M -238,824 Closed
IUHSA
1469
Itau Unibanco Holding S.A.
Brazil
-$5.14M -154,885 Closed
New York State Common Retirement Fund
1470
New York State Common Retirement Fund
New York
-$4.88M -147,266 Closed
Schroder Investment Management Group
1471
Schroder Investment Management Group
United Kingdom
-$4.88M -147,266 Closed
MWM
1472
MY Wealth Management
Maryland
-$4.86M -146,605 Closed
CG
1473
Cutler Group
California
-$4.28M -123,720 Closed
AGM
1474
Alpine Global Management
New York
-$3.21M -96,753 Closed
CTC (Chicago Trading Company)
1475
CTC (Chicago Trading Company)
Illinois
-$2.82M -81,571 Closed

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.