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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
BHB
176
Bank Hapoalim BM
Israel
$12M -$272K -6,899 -2%
CTA
177
Chesley Taft & Associates
Illinois
$11.8M -$171K -4,335 -2%
AL
178
Aspiriant LLC
California
$11.8M
OBWG
179
Onyx Bridge Wealth Group
New York
$11.7M +$9.17M +232,377 +428%
FFG
180
Frisch Financial Group
New York
$11.6M -$139K -3,529 -1%
AAS
181
Asset Allocation Strategies
Michigan
$11.6M -$166K -4,208 -2%
JMFC
182
J.M. Forbes & Co
Massachusetts
$11.6M
SCA
183
Stillwater Capital Advisors
Pennsylvania
$11.5M -$1.7M -43,060 -14%
ZIG
184
Zurich Insurance Group
Switzerland
$11.3M -$47.9K -1,213 -0.4%
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$11.2M +$148K +3,738 +1%
PPFA
186
Provida Pension Fund Administrator
Chile
$11.1M
BS
187
Banco Santander
Spain
$11M -$3.79M -95,957 -27%
WA
188
WBH Advisory
Maryland
$10.9M +$9.04K +229 +0.1%
AAM
189
Ameraudi Asset Management
New York
$10.9M -$282K -7,147 -3%
AAIM
190
Asset Advisors Investment Management
Georgia
$10.9M +$10.2M +257,751 New
ATPW
191
Ashton Thomas Private Wealth
Arizona
$10.6M +$787K +19,932 +9%
AIC
192
Ayalon Insurance Company
Israel
$10.5M +$8.89M +225,168 +912%
SAI
193
Systematic Alpha Investments
New Jersey
$10.5M
BB
194
Busey Bank
Illinois
$10.4M -$288K -7,299 -3%
Wealth Enhancement Advisory Services
195
Wealth Enhancement Advisory Services
Minnesota
$10.2M -$3.97M -100,456 -29%
MFS
196
Mirabella Financial Services
United Kingdom
$10.1M +$7.05M +178,669 +287%
VF
197
Virtu Financial
New York
$10.1M -$2.27M -57,394 -19%
FIB
198
First Interstate Bank
Montana
$10.1M -$34.9K -883 -0.4%
EWA
199
EP Wealth Advisors
California
$10M -$2.09M -52,930 -18%
OC
200
Oppenheimer & Co
New York
$9.91M -$349K -8,844 -4%

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.