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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
AWM
1576
Arista Wealth Management
Nevada
-$234K -6,215 Closed
MMA
1577
Miracle Mile Advisors
California
-$226K -6,020 Closed
SFPG
1578
Stonebridge Financial Planning Group
Florida
-$226K -5,998 Closed
MC
1579
Miramar Capital
Illinois
-$225K -5,990 Closed
PWCM
1580
Processus Wealth & Capital Management
Tennessee
-$222K -5,911 Closed
FTC
1581
Farmers Trust Company
Ohio
-$221K -5,870 Closed
BWA
1582
BlueSky Wealth Advisors
North Carolina
-$218K -5,793 Closed
RWM
1583
Revisor Wealth Management
Ohio
-$214K -5,689 Closed
HA
1584
Heartland Advisors
Wisconsin
-$206K -5,473 Closed
FAB
1585
First American Bank
Illinois
-$202K -5,385 Closed
RAG
1586
RIA Advisory Group
Iowa
-$313K -4,938 Closed
RIM
1587
Rockbridge Investment Management
New York
-$164K -4,355 Closed
PS
1588
Planned Solutions
California
-$120K -3,190 Closed
NFA
1589
Northwest Financial Advisors
Virginia
-$95.2K -2,532 Closed
TSW
1590
Thompson Siegel & Walmsley
Virginia
-$86K -2,298 Closed
GWMIA
1591
Global Wealth Management Investment Advisory
Florida
-$75.6K -2,011 Closed
RFA
1592
Resurgent Financial Advisors
Georgia
-$75.2K -2,000 Closed
AIMA
1593
Ables Iannone Moore & Associates
Georgia
-$61.3K -1,629 Closed
FBC
1594
Fairfield, Bush & Co
Connecticut
-$50.6K -1,346 Closed
DAC
1595
Dividend Assets Capital
South Carolina
-$48K -1,266 Closed
BGAI
1596
Bruce G. Allen Investments
Colorado
-$40.1K -1,066 Closed
ODG
1597
O'Dell Group
Ohio
-$34.8K -926 Closed
M
1598
MOTCO
Texas
-$30.8K -820 Closed
BWM
1599
BKM Wealth Management
Wisconsin
-$29.5K -785 Closed
OP
1600
ORG Partners
Indiana
-$27.9K -742 Closed

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.