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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,353 hedge funds and large institutions have $20.5B invested in Financial Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 482 increasing their positions, 572 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
-87
Holders Change %
-6.04%
% of All Funds
21.65%
Holding in Top 10
67
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.29%
% of All Funds
1.07%
New
115
Increased
482
Reduced
572
Closed
170
Calls
$4.95B
Puts
$7.3B
Net Calls
-$2.35B
Net Calls Change
+$1.19B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.9B
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$431M
3
MMH
Menora Mivtachim Holdings
Israel
+$334M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$312M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$118M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$635M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$634M
3
UBS Group
UBS Group
Switzerland
-$559M
4
CWM
CIBC World Markets
New York
-$380M
5
MCM
MKP Capital Management
New York
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
526
Parallel Advisors
California
$1.29M +$477K +14,842 +59%
OPWM
527
Oxinas Partners Wealth Management
Indiana
$1.29M +$34.7K +1,079 +3%
SW
528
SteelPeak Wealth
California
$1.29M +$203K +6,327 +19%
RA
529
Rockingstone Advisors
Massachusetts
$1.28M +$43.6K +1,355 +4%
KWM
530
Kingsview Wealth Management
Oregon
$1.28M -$68.7K -2,137 -5%
CRC
531
Curi RMB Capital
Illinois
$1.28M -$98.4K -3,062 -7%
MOS
532
MGO One Seven
Ohio
$1.27M +$263K +8,171 +26%
TCM
533
True Capital Management
California
$1.27M -$33.4K -1,040 -3%
GFPC
534
Global Financial Private Client
Florida
$1.26M -$374K -11,597 -23%
AWA
535
Amplius Wealth Advisors
Pennsylvania
$1.26M -$2.99K -93 -0.2%
VA
536
Valmark Advisers
Ohio
$1.26M -$104K -3,243 -8%
SAG
537
SageView Advisory Group
California
$1.25M +$575K +17,881 +85%
HH
538
Hilltop Holdings
Texas
$1.24M -$80.2K -2,496 -6%
JIC
539
Johnson Investment Counsel
Ohio
$1.24M -$97.7K -3,039 -7%
UB
540
UMB Bank
Missouri
$1.23M -$202K -6,292 -14%
EL
541
Essex LLC
Illinois
$1.23M – – –
SLFPAM
542
St. Louis Financial Planners Asset Management
Missouri
$1.23M +$1.23M +38,147 New
MWM
543
Massachusetts Wealth Management
Massachusetts
$1.22M -$57.9K -1,800 -5%
WAM
544
WNY Asset Management
New York
$1.22M -$499K -15,524 -29%
SG
545
Sharper & Granite
California
$1.22M +$134K +4,175 +12%
MCC
546
Money Concepts Capital
Florida
$1.21M +$439K +33,704 +57%
MBT
547
Montecito Bank & Trust
California
$1.21M -$293K -9,110 -19%
SCM
548
SOL Capital Management
Maryland
$1.2M -$25.4K -790 -2%
EWM
549
Empirical Wealth Management
Washington
$1.2M +$1.2M +37,325 New
LWM
550
LJI Wealth Management
Indiana
$1.2M +$82.9K +2,580 +7%
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