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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 %
CA
501
Crumly & Associates
Illinois
$2.07M -$3.34M -79,231 -62%
Wealthfront Advisers
502
Wealthfront Advisers
California
$2.07M +$124K +2,945 +6%
ES
503
Eagle Strategies
New York
$2.06M +$2.06M +48,845 New
CGFA
504
Colton Groome Financial Advisors
North Carolina
$2.05M +$133K +3,150 +7%
MWM
505
Mission Wealth Management
California
$2.04M +$68.2K +1,618 +3%
Northwestern Mutual Wealth Management
506
Northwestern Mutual Wealth Management
Wisconsin
$2.02M +$10.4K +248 +0.5%
BFG
507
Beacon Financial Group
Texas
$2.02M -$40.1K -952 -2%
BCM
508
Boltwood Capital Management
California
$2.02M +$6.32K +150 +0.3%
RC
509
Rovin Capital
Arizona
$2.02M +$190K +4,508 +10%
OCPWS
510
One Charles Private Wealth Services
Massachusetts
$2.02M +$500K +11,879 +33%
BCA
511
Bay Colony Advisors
Massachusetts
$1.99M -$109K -2,592 -5%
HIC
512
Hartline Investment Corp
Illinois
$1.99M +$1.99M +47,317 New
DCM
513
Dimension Capital Management
Florida
$1.99M +$4.55K +108 +0.2%
VI
514
Vestcor Inc
New Brunswick, Canada
$1.99M +$1.99M +47,200 New
EA
515
Eudaimonia Advisors
Tennessee
$1.98M -$411K -9,747 -17%
RFN
516
Redwood Financial Network
Ohio
$1.97M +$180K +4,266 +10%
RFC
517
Regions Financial Corp
Alabama
$1.97M -$65.2K -1,548 -3%
AWM
518
Avior Wealth Management
Nebraska
$1.96M +$1.92M +45,652 +5,494%
RA
519
Rockingstone Advisors
Massachusetts
$1.95M +$41.6K +988 +2%
BA
520
Birinyi Associates
Connecticut
$1.94M +$1.94M +46,160 New
PWM
521
Perigon Wealth Management
California
$1.93M +$72.8K +1,728 +4%
FHA
522
First Horizon Advisors
Tennessee
$1.92M +$47.5K +1,127 +3%
BWM
523
Birchcreek Wealth Management
Ohio
$1.9M +$5.39K +128 +0.3%
MAM
524
MMA Asset Management
Pennsylvania
$1.88M -$83.6K -2,021 -4%
SG
525
Sharper & Granite
California
$1.87M -$93.3K -2,245 -5%
19 20
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