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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
BHWM
126
Bar Harbor Wealth Management
New Hampshire
$15.9M -$8.62K -249 -0.1%
IC
127
Innealta Capital
Texas
$15.8M -$3.23M -93,189 -18%
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$15.7M -$69.4M -2,006,034 -83%
KAS
129
Kestra Advisory Services
Texas
$15.6M +$50.2K +1,449 +0.4%
WG
130
Welch Group
Alabama
$15.6M +$13.3M +384,962 +1,334%
TF
131
Trek Financial
Arizona
$15.4M -$1.39M -40,045 -9%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$15.4M -$15.9M -460,598 -53%
FWM
133
Focused Wealth Management
New York
$15.1M -$385K -11,113 -3%
AWM
134
AE Wealth Management
Kansas
$14.9M +$3.64M +105,255 +37%
CAM
135
Cresset Asset Management
Illinois
$14.8M +$604K +17,437 +5%
MCWS
136
McKinley Carter Wealth Services
West Virginia
$14.7M +$576K +16,642 +4%
AAS
137
Avantax Advisory Services
Texas
$14.7M +$179K +5,174 +1%
LFP
138
Lakeshore Financial Planning
Michigan
$14.6M -$280K -8,099 -2%
SG Americas Securities
139
SG Americas Securities
New York
$14.3M +$6.65M +192,154 +102%
FDCP
140
Foster Dykema Cabot & Partners
Massachusetts
$14M +$12.9M +371,838 New
SL
141
Salomon & Ludwin
Virginia
$13.9M
CAN
142
Cetera Advisor Networks
California
$13.9M -$3.19M -92,068 -20%
KF
143
Krilogy Financial
Missouri
$13.9M -$1.85M -53,361 -13%
CM
144
Capula Management
Cayman Islands
$13.8M +$12.7M +366,502 New
TAS
145
TIFF Advisory Services
Pennsylvania
$13.6M -$6.41M -185,211 -34%
FTS
146
Fifth Third Securities
Ohio
$13.6M -$1.4M -40,518 -10%
Creative Planning
147
Creative Planning
Kansas
$13.5M -$16.4K -473 -0.1%
BS
148
Banco Santander
Spain
$13.4M -$1.82M -52,629 -13%
IWC
149
Integrated Wealth Concepts
Massachusetts
$13.1M +$30.8K +889 +0.3%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$13M +$792K +22,884 +7%

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.