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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
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$12.9M +$3.31M +95,715 +39%
CFA
152
Camarda Financial Advisors
Florida
$12.7M +$11.7M +338,597 New
ST
153
Spinnaker Trust
Maine
$12.3M -$9.42K -272 -0.1%
CIC
154
Carnegie Investment Counsel
Ohio
$12.1M -$307K -8,875 -3%
PCIA
155
Prime Capital Investment Advisors
Kansas
$12M +$998K +28,841 +10%
SCA
156
Stillwater Capital Advisors
Pennsylvania
$11.9M +$501K +14,468 +5%
MIA
157
MMBG Investment Advisors
Florida
$11.4M -$21.8K -630 -0.2%
ERSOT
158
Employees Retirement System of Texas
Texas
$11.2M -$15.6M -452,000 -60%
LWM
159
Ledge Wealth Management
Minnesota
$11.2M +$4.78K +138 +0%
VF
160
Virtu Financial
New York
$11.2M +$4.18M +120,673 +68%
BHB
161
Bank Hapoalim BM
Israel
$11M -$324K -9,372 -3%
EWA
162
EP Wealth Advisors
California
$10.9M -$97.5K -2,815 -1%
Korea Investment Corp
163
Korea Investment Corp
South Korea
$10.9M -$321K -9,271 -3%
CTA
164
Chesley Taft & Associates
Illinois
$10.7M +$383K +11,066 +4%
AWS
165
Atria Wealth Solutions
New York
$10.7M +$129K +3,714 +1%
FFG
166
Frisch Financial Group
New York
$10.5M +$179K +5,169 +2%
AAS
167
Asset Allocation Strategies
Michigan
$10.5M +$424K +12,259 +5%
AL
168
Aspiriant LLC
California
$10.5M -$3.04M -87,764 -24%
TW
169
TritonPoint Wealth
Maryland
$10.5M +$9.63M +278,186 New
GWM
170
Geneos Wealth Management
Colorado
$10.4M +$7.38M +213,307 +339%
JMFC
171
J.M. Forbes & Co
Massachusetts
$10.3M -$106K -3,071 -1%
ZIG
172
Zurich Insurance Group
Switzerland
$10.2M +$692K +20,000 +8%
CA
173
Cetera Advisors
Colorado
$10.1M -$367K -10,596 -4%
Comerica Bank
174
Comerica Bank
Texas
$10.1M -$38.7K -1,118 -0.4%
ARC
175
Advisor Resource Council
Texas
$10.1M +$8.71M +251,675 +1,496%

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.