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State Street Financial Select Sector SPDR ETF

1,328 hedge funds and large institutions have $21.2B invested in State Street Financial Select Sector SPDR ETF in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 430 increasing their positions, 577 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 105

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

0.24% less ownership

Funds ownership: 70.83%70.59% (-0.24%)

1% less funds holding

Funds holding: 1,3421,328 (-14)

9% less capital invested

Capital invested by funds: $23.3B → $21.2B (-$2.06B)

25% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 577

33% less call options, than puts

Call options by funds: $5.68B | Put options by funds: $8.5B

Holders
1,328
Holders Change
-14
Holders Change %
-1.04%
% of All Funds
21.08%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.84%
New
110
Increased
430
Reduced
577
Closed
105
Calls
$5.68B
Puts
$8.5B
Net Calls
-$2.81B
Net Calls Change
-$446M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
126
Kestra Advisory Services
Texas
$13.7M -$744K -21,583 -5%
BS
127
Banco Santander
Spain
$13.6M +$2.21M +64,126 +19%
FTS
128
Fifth Third Securities
Ohio
$13.4M -$193K -5,610 -1%
LFP
129
Lakeshore Financial Planning
Michigan
$13.2M +$13.7M +396,830 New
SGDR
130
SPX Gestao de Recursos
Brazil
$13M +$13.5M +393,149 New
AAS
131
Avantax Advisory Services
Texas
$12.8M -$490K -14,230 -4%
CAM
132
Cresset Asset Management
Illinois
$12.4M -$55.9K -1,621 -0.4%
MCWS
133
McKinley Carter Wealth Services
West Virginia
$12.4M +$157K +4,549 +1%
BHCM
134
Brevan Howard Capital Management
Jersey
$12.4M +$12.9M +374,801 New
AL
135
Aspiriant LLC
California
$12.2M
JGC
136
J. Goldman & Co
New York
$12M +$6.3M +182,767 +102%
Creative Planning
137
Creative Planning
Kansas
$11.9M +$437K +12,692 +4%
GC
138
Grimes & Company
Massachusetts
$11.8M -$5.97M -173,277 -33%
IWC
139
Integrated Wealth Concepts
Massachusetts
$11.6M +$457K +13,261 +4%
MA
140
Mutual Advisors
Nebraska
$11.1M +$4.45M +129,147 +63%
CIC
141
Carnegie Investment Counsel
Ohio
$11M -$100K -2,911 -0.9%
ST
142
Spinnaker Trust
Maine
$10.9M -$143K -4,157 -1%
GS
143
GTS Securities
New York
$10.8M -$27.7M -805,140 -71%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$10.7M -$174K -5,045 -2%
PPFA
145
Provida Pension Fund Administrator
Chile
$10.6M -$4.13M -119,860 -27%
SCA
146
Stillwater Capital Advisors
Pennsylvania
$10M +$1.03M +29,757 +11%
MIA
147
MMBG Investment Advisors
Florida
$10M -$199K -5,775 -2%
BHB
148
Bank Hapoalim BM
Israel
$9.98M +$2.28M +66,295 +28%
Korea Investment Corp
149
Korea Investment Corp
South Korea
$9.95M -$4.38M -127,200 -30%
MFG
150
Merit Financial Group
Georgia
$9.93M -$704K -20,440 -6%

XLF Hedge Fund Activity: Q3 2023 in Review

1,328 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q3 2023, worth a combined $21.2B — down 8.9% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new XLF positions and 105 closed out — a net gain of 5 holders — while 430 added to existing stakes and 577 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $390M. The largest seller was Wells Fargo, cutting an estimated $1.05B.

  • 1,328 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q3 2023, down from 1,342 in Q2 2023.
  • Funds reported $21.2B of State Street Financial Select Sector SPDR ETF stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 110 funds opened new State Street Financial Select Sector SPDR ETF positions in Q3 2023 and 105 closed out, a net change of +5 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q3 2023 was Phoenix Financial, an estimated $390M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q3 2023 was Wells Fargo, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2023.