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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
GPA
1501
Guidance Point Advisors
Massachusetts
-$434K -13,070 Closed
DIA
1502
Dana Investment Advisors
Wisconsin
-$428K -12,915 Closed
SFC
1503
Strategic Financial Concepts
Texas
-$382K -11,525 Closed
AWA
1504
Alta Wealth Advisors
Massachusetts
-$360K -10,847 Closed
BA
1505
Ballew Advisors
Mississippi
-$335K -10,275 Closed
CA
1506
Continuum Advisory
Idaho
-$324K -9,781 Closed
QC
1507
QCM Cayman
Texas
-$280K -8,441 Closed
NFC
1508
Northeast Financial Consultants
Connecticut
-$277K -8,340 Closed
FA
1509
Flagstar Advisors
New York
-$266K -8,034 Closed
CCFM
1510
Clear Creek Financial Management
Washington
-$258K -7,699 Closed
SAM
1511
Summit Asset Management
Tennessee
-$255K -7,673 Closed
ESCM
1512
Echo Street Capital Management
New York
-$247K -7,433 Closed
KIA
1513
Kraematon Investment Advisors
Massachusetts
-$239K -7,191 Closed
LSA
1514
Lion Street Advisors
Texas
-$236K -7,125 Closed
BFM
1515
Boston Financial Management
Massachusetts
-$233K -7,039 Closed
AMIM
1516
Aull & Monroe Investment Management
Alabama
-$229K -6,904 Closed
RW
1517
REDW Wealth
New Mexico
-$221K -6,653 Closed
MAG
1518
MRA Advisory Group
New Jersey
-$216K -6,522 Closed
1WM
1519
1900 Wealth Management
Texas
-$215K -6,479 Closed
RRA
1520
Round Rock Advisors
Connecticut
-$208K -6,271 Closed
SDWMA
1521
Schneider Downs Wealth Management Advisors
Pennsylvania
-$200K -6,042 Closed
KI
1522
Kapitalo Investimentos
Brazil
-$124K -3,726 Closed
SC
1523
Steph & Co
Wisconsin
-$121K -3,652 Closed
RW
1524
RVW Wealth
California
-$112K -3,370 Closed
WWP
1525
WR Wealth Planners
Missouri
-$90.9K -2,741 Closed

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.