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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 %
BCA
426
Bray Capital Advisors
Florida
$2.9M -$201K -4,782 -6%
KCM
427
Kennicott Capital Management
California
$2.89M +$516K +12,248 +22%
TW
428
TrinityPoint Wealth
Connecticut
$2.88M +$2.43M +57,704 +536%
OPS
429
Orion Portfolio Solutions
Nebraska
$2.86M +$271K +6,435 +10%
BCI
430
Brinker Capital Investments
Pennsylvania
$2.86M +$271K +6,435 +10%
CWM
431
Cornerstone Wealth Management
Missouri
$2.84M +$103K +2,444 +4%
BPC
432
Banque Pictet & Cie
Switzerland
$2.83M -$29.5K -700 -1%
FNBOH
433
First National Bank of Hutchinson
Kansas
$2.82M – – –
TH
434
TCTC Holdings
Texas
$2.82M -$232K -5,500 -8%
BWM
435
BigSur Wealth Management
Florida
$2.82M +$1.79M +42,570 +175%
MPPLM
436
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.8M -$255K -6,043 -8%
JWA
437
JFS Wealth Advisors
Pennsylvania
$2.77M +$69K +1,638 +3%
GWM
438
Greenwich Wealth Management
Connecticut
$2.76M +$236K +5,592 +9%
MCB
439
Morton Community Bank
Illinois
$2.75M +$5.98K +142 +0.2%
CL
440
Cabana LLC
Arkansas
$2.75M +$116K +2,758 +4%
CWM
441
Chesapeake Wealth Management
Virginia
$2.71M -$27.4K -650 -1%
SIA
442
SkyView Investment Advisors
New Jersey
$2.7M +$168K +3,991 +7%
LWM
443
Lionsbridge Wealth Management
Florida
$2.69M -$1.28M -30,484 -32%
PCA
444
Peddock Capital Advisors
Massachusetts
$2.68M -$76.5K -1,817 -3%
AFM
445
Abbot Financial Management
Massachusetts
$2.67M -$632 -15 -0%
CTA
446
Camelot Technology Advisors
California
$2.65M +$29.6K +703 +1%
HIP
447
Harrell Investment Partners
Texas
$2.65M +$2.65M +62,963 New
GFS
448
GYL Financial Synergies
Connecticut
$2.64M -$20.2K -480 -0.8%
HWM
449
HB Wealth Management
Georgia
$2.64M +$58.9K +1,398 +2%
G
450
GenTrust
Florida
$2.6M +$191K +4,540 +8%
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