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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 %
CGFA
501
Colton Groome Financial Advisors
North Carolina
$3M +$508K +10,516 +20%
TC
502
TFR Capital
Texas
$2.99M +$2.99M +61,890 New
WFA
503
West Financial Advisors
Iowa
$2.98M +$305K +6,310 +11%
AWM
504
Activest Wealth Management
Florida
$2.95M +$154K +3,183 +6%
LFA
505
Laraway Financial Advisors
Minnesota
$2.91M -$22.6K -467 -0.8%
BDWCC
506
B&D White Capital Company
Texas
$2.91M +$953K +19,717 +49%
MPA
507
Marvin & Palmer Associates
Delaware
$2.89M +$2.59M +53,490 +853%
PVI
508
Pine Valley Investments
New Jersey
$2.88M +$66.8K +1,383 +2%
HNW
509
High Note Wealth
Minnesota
$2.86M -$32.1K -665 -1%
OIM
510
Orca Investment Management
Oregon
$2.85M -$165K -3,419 -5%
CWM
511
Chesapeake Wealth Management
Virginia
$2.85M -$75.9K -1,570 -3%
SJIM
512
St. Johns Investment Management
Florida
$2.83M +$204K +4,224 +8%
RFN
513
RDA Financial Network
Iowa
$2.82M +$118K +2,444 +4%
BAAM
514
Baker Avenue Asset Management
California
$2.81M +$999K +20,678 +55%
KeyBank National Association
515
KeyBank National Association
Ohio
$2.81M -$304K -6,287 -10%
LWM
516
Laidlaw Wealth Management
New York
$2.8M +$109K +2,258 +4%
MFG
517
Magnus Financial Group
New York
$2.8M +$749K +15,504 +37%
WANY
518
Wealthspire Advisors (New York)
New York
$2.79M +$399K +8,261 +17%
GVCM
519
Global View Capital Management
Wisconsin
$2.76M +$2.76M +57,198 New
RA
520
Rockingstone Advisors
Massachusetts
$2.75M +$73.3K +1,516 +3%
BCA
521
Bray Capital Advisors
Florida
$2.75M -$126K -2,599 -4%
BCFS
522
Butensky & Cohen Financial Security
Florida
$2.75M -$106K -2,190 -4%
NFP
523
Narus Financial Partners
Utah
$2.74M +$663K +13,708 +32%
BFS
524
Bradley Foster & Sargent
Connecticut
$2.74M -$37.4K -774 -1%
WA
525
Waverly Advisors
Alabama
$2.73M +$1.78M +36,881 +188%
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