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State Street Financial Select Sector SPDR ETF

1,507 hedge funds and large institutions have $280B invested in State Street Financial Select Sector SPDR ETF in 2022 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 648 increasing their positions, 507 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

874% more capital invested

Capital invested by funds: $28.7B → $280B (+$251B)

28% more repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 507

14% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 141

2.92% more ownership

Funds ownership: 65.13%68.05% (+2.9%)

0% less funds holding

Funds holding: 1,5081,507 (-1)

1% less funds holding in top 10

Funds holding in top 10: 8786 (-1)

66% less call options, than puts

Call options by funds: $3.19B | Put options by funds: $9.35B

Holders
1,507
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
23.77%
Holding in Top 10
86
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.15%
% of All Funds
1.36%
New
161
Increased
648
Reduced
507
Closed
141
Calls
$3.19B
Puts
$9.35B
Net Calls
-$6.16B
Net Calls Change
-$1.7B
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
126
Avidian Wealth Enterprises
Texas
$16.3M +$494K +12,649 +3%
TCM
127
Tradewinds Capital Management
Washington
$16.1M -$11.3M -289,515 -41%
CGA
128
Crescent Grove Advisors
Illinois
$16M -$2.69M -68,863 -14%
SWP
129
Stratos Wealth Partners
Ohio
$15.9M +$3.1M +79,419 +24%
ZIG
130
Zurich Insurance Group
Switzerland
$15.6M +$911K +23,320 +6%
JG
131
Jefferies Group
New York
$15M +$290K +7,422 +2%
AL
132
Aspiriant LLC
California
$15M
DC
133
Davenport & Co
Virginia
$14.9M +$792K +20,252 +5%
KF
134
Krilogy Financial
Missouri
$14.4M +$5.83M +149,091 +65%
LGA
135
Lebenthal Global Advisors
New York
$14.4M +$14.5M +369,956 +5,762%
FWM
136
Focused Wealth Management
New York
$14.4M +$273K +6,982 +2%
CF
137
Centaurus Financial
California
$14.2M +$11.8M +301,153 +431%
PIN
138
Prudent Investors Network
California
$14.1M +$567K +14,499 +4%
GKWIM
139
Gerber Kawasaki Wealth & Investment Management
California
$14.1M +$7.12M +182,259 +98%
MIAN
140
Mariner Independent Advisor Network
Kansas
$13.6M +$4.48M +114,551 +48%
IWC
141
Integrated Wealth Concepts
Massachusetts
$13.6M +$2.84M +72,664 +26%
GC
142
Grimes & Company
Massachusetts
$13.4M -$10.8M -275,799 -44%
SPC
143
Sigma Planning Corp
Michigan
$13.4M +$1.67M +42,680 +14%
Lido Advisors
144
Lido Advisors
California
$13.2M -$15.4M -393,866 -53%
FWCM
145
Ferguson Wellman Capital Management
Oregon
$13.2M +$10.4M +266,820 +347%
Verition Fund Management
146
Verition Fund Management
Connecticut
$13.1M +$13.4M +343,000 New
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$13M +$357K +9,136 +3%
V
148
Veritable
Delaware
$12.9M -$235K -6,004 -2%
Deutsche Bank
149
Deutsche Bank
Germany
$12.8M -$9.96M -254,929 -43%
VIA
150
Vickerman Investment Advisors
Washington
$12.7M +$1.6M +40,870 +13%

XLF Hedge Fund Activity: Q1 2022 in Review

1,507 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q1 2022, worth a combined $280B — up 874% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new XLF positions and 141 closed out — a net gain of 20 holders — while 648 added to existing stakes and 507 trimmed.

The largest buyer was Altshuler Shaham, opening a new position worth an estimated $2.51B. The largest seller was Korea Investment Corp, cutting an estimated $659M.

  • 1,507 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q1 2022, down from 1,508 in Q4 2021.
  • Funds reported $280B of State Street Financial Select Sector SPDR ETF stock for Q1 2022, up 874% quarter-over-quarter.
  • 161 funds opened new State Street Financial Select Sector SPDR ETF positions in Q1 2022 and 141 closed out, a net change of +20 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q1 2022 was Altshuler Shaham, an estimated $2.51B added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q1 2022 was Korea Investment Corp, an estimated $659M sold.

Based on aggregated 13F filings for Q1 2022.