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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,756 hedge funds and large institutions have $36.9B invested in Financial Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 748 increasing their positions, 467 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+180
Holders Change %
+11.42%
% of All Funds
23.37%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.34%
New
293
Increased
748
Reduced
467
Closed
80
Calls
$14.6B
Puts
$18.3B
Net Calls
-$3.68B
Net Calls Change
+$2.69B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$922M
2
Bank of America
Bank of America
North Carolina
+$903M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$330M
4
Citigroup
Citigroup
New York
+$290M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.24B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$499M
3
Barclays
Barclays
United Kingdom
-$306M
4
AOI
Auto-Owners Insurance
Michigan
-$190M
5
MCM
MKP Capital Management
New York
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
451
Regal Investment Advisors
Michigan
$3.53M +$1.07M +22,223 +44%
EWM
452
Evercore Wealth Management
New York
$3.53M -$73.7K -1,525 -2%
UCFA
453
United Capital Financial Advisors
Texas
$3.53M -$246K -5,099 -7%
FAIM
454
Financial Advocates Investment Management
Washington
$3.52M +$821K +16,980 +30%
FDW
455
Fourth Dimension Wealth
Ohio
$3.51M +$3.51M +72,448 New
BOPW
456
Brandywine Oak Private Wealth
Pennsylvania
$3.51M -$12.4K -257 -0.4%
JWA
457
JFS Wealth Advisors
Pennsylvania
$3.51M +$5.66K +117 +0.2%
CW
458
Channel Wealth
California
$3.51M +$3.01M +62,239 +604%
CPA
459
Capital Planning Advisors
California
$3.5M +$3.5M +72,490 New
UBP
460
Union Bancaire Privee
Switzerland
$3.5M +$3.5M +71,995 New
MCM
461
MontVue Capital Management
Virginia
$3.48M -$26.4K -546 -0.8%
FA
462
Fagan Associates
New York
$3.48M -$87.4K -1,808 -2%
PCA
463
Peddock Capital Advisors
Massachusetts
$3.47M +$41.2K +853 +1%
TB
464
Treynor Bancshares
Iowa
$3.45M -$136K -2,812 -4%
USCWA
465
U.S. Capital Wealth Advisors
Texas
$3.45M +$2.75M +56,835 +389%
Allspring Global Investments
466
Allspring Global Investments
North Carolina
$3.45M -$2.14M -44,455 -38%
CWM
467
Cornerstone Wealth Management
Missouri
$3.43M +$92.9K +1,922 +3%
BWM
468
BigSur Wealth Management
Florida
$3.43M – – –
GRP
469
Global Retirement Partners
California
$3.4M +$334K +6,919 +11%
WIA
470
World Investment Advisors
California
$3.35M +$1.67M +34,649 +100%
QFA
471
Quattro Financial Advisors
Texas
$3.35M +$839K +16,661 +33%
EAM
472
Everstar Asset Management
North Carolina
$3.33M +$67.4K +1,394 +2%
Bank of Nova Scotia
473
Bank of Nova Scotia
Ontario, Canada
$3.32M +$336K +6,947 +11%
HI
474
Harbour Investments
Wisconsin
$3.31M -$436K -9,013 -12%
TC
475
TownSquare Capital
Utah
$3.27M +$2.19M +45,365 +203%
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