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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
TCM
1451
TD Capital Management
Tennessee
$22.1K +$4.93K +125 +31%
GIA
1452
GHP Investment Advisors
Colorado
$21.9K +$79 +2 +0.4%
BWAM
1453
Boyd Watterson Asset Management
Ohio
$21.1K
CSS
1454
Cubist Systematic Strategies
Connecticut
$21.1K +$19.7K +500 New
PP
1455
Pacifica Partners
Canada
$20.4K
IRAG
1456
Investment Research & Advisory Group
Georgia
$20K
FPB
1457
First PREMIER Bank
South Dakota
$20K -$908 -23 -5%
CT
1458
Clearstead Trust
Maine
$19.6K
AFWM
1459
Abich Financial Wealth Management
Virginia
$19K
SIC
1460
SJS Investment Consulting
Ohio
$18.5K +$17.3K +439 New
CTA
1461
Colonial Trust Advisors
South Carolina
$18.4K +$1.1K +28 +7%
MFT
1462
Moisand Fitzgerald Tamayo
Florida
$18K
MWM
1463
Mascoma Wealth Management
New Hampshire
$17.8K
BLC
1464
Brown, Lisle/Cummings
Rhode Island
$16.8K
MPCG
1465
Matrix Private Capital Group
New York
$16.4K
RFG
1466
REAP Financial Group
Texas
$16.3K
VDBMI
1467
Van Den Berg Management I
Texas
$13.4K
CWAF
1468
Core Wealth Advisors (Florida)
Florida
$12.6K
AWM
1469
Abound Wealth Management
Tennessee
$12.3K
KWAG
1470
Kiely Wealth Advisory Group
North Carolina
$12.3K
SFCL
1471
Strengthening Families & Communities LLC
Massachusetts
$12K +$39 +1 +0.4%
ACA
1472
American Capital Advisory
Idaho
$10.7K +$5.37K +136 +69%
PWMG
1473
Private Wealth Management Group
New Jersey
$10.5K
PAM
1474
Palisade Asset Management
Minnesota
$10.3K -$322K -8,156 -97%
JFA
1475
JNBA Financial Advisors
Minnesota
$9.44K

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.