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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
PPWP
201
Premier Path Wealth Partners
New Jersey
$9.73M +$1.4M +35,395 +18%
NAG
202
Northstar Advisory Group
New Jersey
$9.67M -$155K -3,929 -2%
FEG
203
Financial Enhancement Group
Indiana
$9.64M +$111K +2,811 +1%
OAM
204
Oppenheimer Asset Management
New York
$9.55M +$3.21M +81,408 +56%
TW
205
TritonPoint Wealth
Maryland
$9.33M -$918K -23,265 -8%
LRWA
206
Long Run Wealth Advisors
New York
$9.31M +$339K +8,599 +4%
TS
207
Tamar Securities
California
$9.25M -$1.28M -32,393 -13%
FFS
208
Founders Financial Securities
Maryland
$9.1M +$2.23M +56,565 +35%
OPAM
209
Ocean Park Asset Management
California
$8.9M
PCOTEOTHU
210
Provident Company of the Employees of the Hebrew University
Israel
$8.87M +$8.31M +210,562 New
UCFA
211
United Capital Financial Advisors
Texas
$8.77M -$649K -16,442 -7%
SPIS
212
Steward Partners Investment Solutions
Oregon
$8.74M +$8.19M +207,463 New
KWM
213
Kingsview Wealth Management
Oregon
$8.71M +$540K +13,691 +7%
GWM
214
Geneos Wealth Management
Colorado
$8.66M -$2.79M -70,615 -26%
Focus Partners Wealth
215
Focus Partners Wealth
Massachusetts
$8.62M +$6.94M +175,717 +606%
ACA
216
Aptus Capital Advisors
Alabama
$8.54M +$7.16M +181,430 +850%
SPIA
217
Steward Partners Investment Advisory
New York
$8.46M -$356K -9,023 -4%
YC
218
Yarbrough Capital
Tennessee
$8.42M
UE
219
Unisphere Establishment
Liechtenstein
$8.42M +$7.9M +200,000 New
GCAC
220
Guardian Capital Advisors (Canada)
Ontario, Canada
$8.34M +$8.29M +210,080 New
HVIA
221
Hudson Valley Investment Advisors
New York
$8.26M +$33K +837 +0.4%
SC
222
Sykon Capital
New York
$8.25M +$1.09M +27,567 +16%
RAM
223
Readystate Asset Management
Illinois
$8.12M +$3.87M +97,925 +103%
Cerity Partners
224
Cerity Partners
New York
$8.08M +$409K +10,363 +6%
5SA
225
5th Street Advisors
Connecticut
$7.88M -$1.49M -37,657 -17%

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.