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State Street Financial Select Sector SPDR ETF

1,360 hedge funds and large institutions have $20.5B invested in State Street Financial Select Sector SPDR ETF in 2023 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 485 increasing their positions, 573 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.83% less ownership

Funds ownership: 71.22%67.4% (-3.8%)

6% less funds holding

Funds holding: 1,4441,360 (-84)

11% less capital invested

Capital invested by funds: $23B → $20.5B (-$2.55B)

15% less repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 573

20% less funds holding in top 10

Funds holding in top 10: 8467 (-17)

31% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 169

32% less call options, than puts

Call options by funds: $4.95B | Put options by funds: $7.3B

Holders
1,360
Holders Change
-84
Holders Change %
-5.82%
% of All Funds
21.67%
Holding in Top 10
67
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-20.24%
% of All Funds
1.07%
New
117
Increased
485
Reduced
573
Closed
169
Calls
$4.95B
Puts
$7.3B
Net Calls
-$2.35B
Net Calls Change
+$1.19B
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
176
Sigma Planning Corp
Michigan
$8.37M -$924K -26,590 -9%
YAVAPFMC
177
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$8.27M
JF
178
JSF Financial
California
$8.19M +$7.92M +227,977 +849%
ZIG
179
Zurich Insurance Group
Switzerland
$8.18M -$885K -25,458 -9%
MPM
180
MBB Public Markets
Illinois
$8.04M +$8.29M +238,603 +2,083%
SAI
181
Systematic Alpha Investments
New Jersey
$7.99M
LRWA
182
Long Run Wealth Advisors
New York
$7.98M +$1.07M +30,746 +14%
Cetera Investment Advisers
183
Cetera Investment Advisers
Illinois
$7.97M -$93.6K -2,693 -1%
BB
184
Busey Bank
Illinois
$7.79M -$122K -3,510 -1%
PPWP
185
Proquility Private Wealth Partners
Nevada
$7.76M +$986K +28,367 +13%
TS
186
Tamar Securities
California
$7.76M -$945K -27,187 -10%
ATPW
187
Ashton Thomas Private Wealth
Arizona
$7.75M +$1.91M +55,054 +30%
CWM
188
Chicago Wealth Management
Illinois
$7.74M +$8.06M +232,045 +2,626%
AWM
189
AE Wealth Management
Kansas
$7.67M -$3.6M -103,524 -30%
VFPI
190
Vantage Financial Partners (Illinois)
Illinois
$7.57M -$469K -13,500 -5%
Capstone Investment Advisors
191
Capstone Investment Advisors
New York
$7.54M +$2.29M +66,029 +39%
BHB
192
Bank Hapoalim BM
Israel
$7.44M +$2.65M +76,246 +49%
M&T Bank
193
M&T Bank
New York
$7.38M -$396K -11,387 -5%
IWM
194
IHT Wealth Management
Illinois
$7.36M +$2.8M +80,666 +54%
YC
195
Yarbrough Capital
Tennessee
$7.35M
WA
196
WBH Advisory
Maryland
$7.33M +$7.92M +227,909 New
VWA
197
Visionary Wealth Advisors
Illinois
$7.32M -$1.08M -31,058 -12%
FFN
198
Focus Financial Network
Minnesota
$7.31M +$3.9M +112,205 +98%
NCM
199
Next Capital Management
New York
$7.3M -$7.71K -222 -0.1%
PIN
200
Prudent Investors Network
California
$7.28M -$13.6M -391,848 -63%

XLF Hedge Fund Activity: Q1 2023 in Review

1,360 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q1 2023, worth a combined $20.5B — down 11% from $23B a quarter earlier.

Sellers outnumbered buyers: 169 funds closed out of XLF and 117 opened new positions — a net loss of 52 holders — while 573 trimmed existing stakes and 485 added.

The largest buyer was JP Morgan Chase, adding an estimated $2.05B. The largest seller was Bank of America, cutting an estimated $687M.

  • 1,360 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q1 2023, down from 1,444 in Q4 2022.
  • Funds reported $20.5B of State Street Financial Select Sector SPDR ETF stock for Q1 2023, down 11% quarter-over-quarter.
  • 117 funds opened new State Street Financial Select Sector SPDR ETF positions in Q1 2023 and 169 closed out, a net change of -52 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $2.05B added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q1 2023 was Bank of America, an estimated $687M sold.

Based on aggregated 13F filings for Q1 2023.