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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,510 hedge funds and large institutions have $29.4B invested in Financial Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 547 increasing their positions, 550 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+60
Holders Change %
+4.14%
% of All Funds
21.89%
Holding in Top 10
84
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+27.27%
% of All Funds
1.22%
New
171
Increased
547
Reduced
550
Closed
93
Calls
$7.98B
Puts
$14B
Net Calls
-$6.04B
Net Calls Change
-$1.2B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$962M
2
CWM
CIBC World Markets
New York
+$358M
3
Bank of America
Bank of America
North Carolina
+$345M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$235M
5
Barclays
Barclays
United Kingdom
+$186M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$405M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$347M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$336M
5
MCM
MKP Capital Management
New York
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
MM
251
Main Management
California
$7.02M -$2.17M -51,453 -24%
AWM
252
Act Wealth Management
Texas
$6.99M -$67.2K -1,596 -1%
ANTB
253
AMG National Trust Bank
Colorado
$6.99M -$72.5K -1,721 -1%
CA
254
CoreCap Advisors
Michigan
$6.98M +$2.48M +58,837 +55%
BBVA
255
Banco Bilbao Vizcaya Argentaria
Spain
$6.97M -$4.06M -96,506 -37%
TFA
256
Toth Financial Advisory
Virginia
$6.96M +$967K +22,958 +16%
CC
257
Callan Capital
California
$6.95M -$133K -3,169 -2%
B
258
Bailard
California
$6.93M -$133K -3,161 -2%
AI
259
Atria Investments
North Carolina
$6.92M +$2.55M +60,628 +59%
CM
260
Castleark Management
Illinois
$6.84M – – –
MPM
261
Meritage Portfolio Management
Kansas
$6.77M +$6.77M +160,632 New
FTIS
262
First Trust Investment Solutions
Florida
$6.74M +$1.43M +33,838 +27%
CIA
263
Concurrent Investment Advisors
Florida
$6.71M +$683K +16,220 +11%
JE
264
JMAC Enterprises
Pennsylvania
$6.68M +$782K +18,576 +13%
OAM
265
Occidental Asset Management
California
$6.66M +$6.22M +147,677 +1,427%
OMC
266
Old Mission Capital
Illinois
$6.55M -$4.41M -104,754 -40%
RWA
267
Redhawk Wealth Advisors
Minnesota
$6.47M +$369K +8,750 +6%
IAN
268
Integrated Advisors Network
Texas
$6.32M +$2.91M +69,004 +85%
GCM
269
Graham Capital Management
Connecticut
$6.32M +$6.32M +150,000 New
NAM
270
NTV Asset Management
West Virginia
$6.27M +$352K +8,354 +6%
JWBC
271
J.W. Burns & Co
New York
$6.26M -$349K -8,295 -5%
DWT
272
Dorsey & Whitney Trust
South Dakota
$6.21M +$189K +4,486 +3%
KWA
273
Kellett Wealth Advisors
Ohio
$6.11M +$1.07M +25,493 +21%
VDI
274
Vaughan David Investments
Illinois
$6.07M +$85.6K +2,033 +1%
AWM
275
Accurate Wealth Management
Florida
$6.07M +$149K +3,683 +3%
9 10
11
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