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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
JP Morgan Chase
1
JP Morgan Chase
New York
$6.07B +$901M +22,835,066 +19%
Bank of America
2
Bank of America
North Carolina
$3.08B +$324M +8,200,783 +13%
Morgan Stanley
3
Morgan Stanley
New York
$1.51B -$1.26B -31,853,081 -47%
UBS Group
4
UBS Group
Switzerland
$726M +$126M +3,179,853 +23%
Barclays
5
Barclays
United Kingdom
$700M +$174M +4,407,914 +36%
PF
6
Phoenix Financial
Israel
$631M +$72.2M +1,828,941 +14%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$564M -$284M -7,189,300 -35%
LPL Financial
8
LPL Financial
California
$558M +$42.3M +1,072,541 +9%
Wells Fargo
9
Wells Fargo
California
$552M -$22.3M -564,350 -4%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$505M
CWM
11
CIBC World Markets
New York
$484M +$336M +8,500,000 +283%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$444M +$157M +3,966,846 +60%
Ameriprise
13
Ameriprise
Minnesota
$435M +$58.5M +1,481,489 +17%
HIIFS
14
Harel Insurance Investments & Financial Services
Israel
$408M -$60.1K -1,523 -0%
CM
15
Churchill Management
California
$364M +$60.9M +1,542,640 +22%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$347M +$221M +5,587,321 +211%
PCH
17
PGIM Custom Harvest
New Jersey
$346M +$41M +1,038,329 +14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
18
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$314M -$21.8M -551,000 -7%
CI
19
Clal Insurance
Israel
$312M
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$301M +$163M +4,122,165 +137%
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$298M -$315M -7,988,801 -53%
RJA
22
Raymond James & Associates
Florida
$296M +$156M +3,962,574 +129%
MIH
23
Meitav Investment House
Israel
$296M +$50.1M +1,267,971 +22%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$284M -$379M -9,605,061 -59%
Goldman Sachs
25
Goldman Sachs
New York
$282M +$43.8M +1,108,689 +20%

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.