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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
CTWM
1476
Cherry Tree Wealth Management
Minnesota
$9.31K
EAM
1477
Eukles Asset Management
Ohio
$9.22K +$2.6K +66 +43%
WWP
1478
WR Wealth Planners
Missouri
$8.8K +$8.25K +209 New
CSB
1479
City State Bank
Iowa
$8K
FMB
1480
Field & Main Bank
Kentucky
$8K
LWA
1481
Lowe Wealth Advisors
Maryland
$7.58K
SMFG
1482
Sumitomo Mitsui Financial Group
Japan
$7.54K -$790 -20 -10%
CPG
1483
Cornerstone Planning Group
New Jersey
$7.26K +$7.07K +179 New
BL
1484
Balentine LLC
Georgia
$7.16K
PCM
1485
Penserra Capital Management
California
$7K +$7.34K +186 New
TVWM
1486
Tower View Wealth Management
Wisconsin
$6.36K +$5.96K +151 New
DAM
1487
Delta Asset Management
Tennessee
$6.35K
FGA
1488
Fortis Group Advisors
New Jersey
$6.05K -$5.68K -144 -50%
ADL
1489
Asset Dedication LLC
California
$6K
PAI
1490
Pittenger & Anderson Inc
Nebraska
$5.9K -$14.8K -375 -73%
CAM
1491
Costello Asset Management
Pennsylvania
$5.35K
YAL
1492
Your Advocates Ltd
Texas
$5.2K +$4.86K +123 New
POIA
1493
Pin Oak Investment Advisors
Texas
$5K
MRCM
1494
M&R Capital Management
New Jersey
$4.8K -$11K -279 -71%
BA
1495
Ballast Advisors
Minnesota
$4.42K
ECM
1496
Estabrook Capital Management
New York
$4.21K
PFA
1497
Pathway Financial Advisers
Indiana
$3.92K -$15.8K -399 -81%
CJ
1498
Caitlin John
Michigan
$3.79K
SWM
1499
Sugarloaf Wealth Management
Georgia
$3.14K
IPW
1500
Impact Partnership Wealth
Georgia
$2.69K -$829 -21 -25%

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.