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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 %
HNW
451
High Note Wealth
Minnesota
$2.59M -$32.1K -763 -1%
LFA
452
Laraway Financial Advisors
Minnesota
$2.59M -$19.7K -467 -0.8%
GIM
453
Gold Investment Management
Alberta, Canada
$2.58M +$7.45K +177 +0.3%
SJIM
454
St. Johns Investment Management
Florida
$2.58M -$561K -13,320 -18%
PCM
455
Poehling Capital Management
Wisconsin
$2.58M -$54.9K -1,304 -2%
DILH
456
Dai-ichi Life Holdings
Japan
$2.57M +$2.57M +61,000 New
BCFS
457
Butensky & Cohen Financial Security
Florida
$2.56M -$106K -2,527 -4%
BFS
458
Bradley Foster & Sargent
Connecticut
$2.55M -$42 -1 -0%
OIM
459
Orca Investment Management
Oregon
$2.53M -$149K -3,534 -6%
S4W
460
Solutions 4 Wealth
Texas
$2.52M +$1.43K +34 +0.1%
PFS
461
Prospera Financial Services
Texas
$2.52M -$80.1K -1,901 -3%
H
462
HoyleCohen
California
$2.48M +$69.5K +1,649 +3%
AWM
463
Avitas Wealth Management
California
$2.46M -$44.3K -1,051 -2%
CA
464
Corrado Advisors
New Jersey
$2.42M -$15.2K -361 -0.6%
MIM
465
Miller Investment Management
Pennsylvania
$2.41M – – –
HFS
466
Horizon Financial Services
North Carolina
$2.41M +$694K +16,472 +40%
VFA
467
Valeo Financial Advisors
Indiana
$2.4M -$78K -1,898 -3%
LWM
468
Laidlaw Wealth Management
New York
$2.37M -$66.7K -1,584 -3%
CAL
469
Capital Advisors Ltd
Ohio
$2.37M – – –
CSPIA
470
Cary Street Partners Investment Advisory
Virginia
$2.35M +$280K +6,642 +14%
WFA
471
West Financial Advisors
Iowa
$2.33M +$21.3K +505 +0.9%
MWM
472
Massachusetts Wealth Management
Massachusetts
$2.33M +$197K +4,681 +9%
HCMT
473
Highland Capital Management (Tennessee)
Tennessee
$2.29M +$425K +10,081 +23%
RWG
474
Ratio Wealth Group
Colorado
$2.28M -$50.4K -1,196 -2%
SW
475
Simplicity Wealth
New Jersey
$2.27M +$2.27M +53,830 New
17 18
19
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