XLF icon

Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,353 hedge funds and large institutions have $20.5B invested in Financial Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 482 increasing their positions, 572 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
-87
Holders Change %
-6.04%
% of All Funds
21.65%
Holding in Top 10
67
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.29%
% of All Funds
1.07%
New
115
Increased
482
Reduced
572
Closed
170
Calls
$4.95B
Puts
$7.3B
Net Calls
-$2.35B
Net Calls Change
+$1.19B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.16B
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$431M
3
MMH
Menora Mivtachim Holdings
Israel
$334M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$376M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$130M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.08B
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$13.5M
3
UBS Group
UBS Group
Switzerland
$452M
4
CWM
CIBC World Markets
New York
$5.41M
5
MCM
MKP Capital Management
New York
$4.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
376
Rooted Wealth Advisors
Illinois
$2.31M +$863K +26,258 +60%
EWM
377
Evercore Wealth Management
New York
$2.31M -$920K -28,613 -29%
ARG
378
Advisory Resource Group
Oklahoma
$2.3M +$912K +28,359 +66%
WT
379
Whittier Trust
California
$2.29M -$136K -4,227 -6%
SWM
380
Stockman Wealth Management
Montana
$2.27M +$540K +16,809 +31%
EWA
381
EverSource Wealth Advisors
Alabama
$2.26M -$1.69M -52,498 -43%
GCP
382
Garda Capital Partners
Minnesota
$2.25M +$1.41M +43,781 +166%
CWP
383
Capital Wealth Planning
Florida
$2.23M +$2.23M +69,405 New
BAM
384
Belpointe Asset Management
Nevada
$2.2M -$84.7K -2,634 -4%
Brown Advisory
385
Brown Advisory
Maryland
$2.2M -$28K -872 -1%
MMA
386
Miracle Mile Advisors
California
$2.19M -$414K -12,892 -16%
FNBOH
387
First National Bank of Hutchinson
Kansas
$2.19M -$24.7K -769 -1%
WF
388
Warner Financial
Maryland
$2.18M -$53.9K -1,676 -2%
GWM
389
Greenwich Wealth Management
Connecticut
$2.16M -$4.92K -153 -0.2%
VFA
390
Valeo Financial Advisors
Indiana
$2.16M +$470K +14,622 +28%
BFS
391
Bradley Foster & Sargent
Connecticut
$2.15M -$101K -3,130 -4%
ABC
392
Associated Banc-Corp
Wisconsin
$2.14M -$55.9K -1,740 -3%
RJT
393
Raymond James Trust
Florida
$2.14M -$352K -10,949 -14%
SJIM
394
St. Johns Investment Management
Florida
$2.13M +$71.7K +2,231 +3%
TFA
395
Transamerica Financial Advisors
Florida
$2.13M +$240K +7,475 +13%
LWM
396
Lionsbridge Wealth Management
Florida
$2.12M -$20.6K -641 -1%
FANJ
397
Financial Architects (New Jersey)
New Jersey
$2.1M -$147K -4,584 -7%
CW
398
CreativeOne Wealth
Kansas
$2.09M -$30.8K -957 -1%
IFPG
399
Intrepid Financial Planning Group
Indiana
$2.08M -$125K -3,890 -6%
SCA
400
Snowden Capital Advisors
New York
$2.08M -$964 -30 -0%
14 15
16
17 18