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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 %
JCM
526
Jacobi Capital Management
Pennsylvania
$1.87M +$475K +11,281 +34%
JPLA
527
Joseph P. Lucia & Associates
New York
$1.86M +$350K +8,299 +23%
CWA
528
Clarity Wealth Advisors
California
$1.85M -$146K -3,474 -7%
AF
529
Apexium Financial
Texas
$1.83M +$34.8K +826 +2%
SFP
530
Sandbox Financial Partners
Maryland
$1.83M +$1.83M +43,346 New
CPA
531
Court Place Advisors
Maryland
$1.81M -$62.9K -1,494 -3%
GGS
532
Galvin Gaustad & Stein
Arizona
$1.8M -$4.02M -95,332 -69%
OIS
533
Okabena Investment Services
Minnesota
$1.8M -$14.1K -334 -0.8%
GCA
534
Greenwood Capital Associates
South Carolina
$1.78M -$454K -10,789 -20%
RFO
535
RiverGlades Family Offices
Florida
$1.77M -$110K -2,640 -6%
HCMG
536
Howard Capital Management Group
California
$1.77M -$44.2K -1,050 -2%
SA
537
Strategic Advisors
New York
$1.76M -$53.7K -1,275 -3%
RCA
538
Ranch Capital Advisors
Florida
$1.76M -$11.7K -277 -0.7%
JIC
539
Johnson Investment Counsel
Ohio
$1.76M +$4.04K +96 +0.2%
PS
540
Principal Securities
Iowa
$1.75M -$34.8K -826 -2%
KCM
541
Kanawha Capital Management
Virginia
$1.74M +$2.32K +55 +0.1%
PC
542
Prairiewood Capital
North Dakota
$1.74M -$31.9K -757 -2%
AWM
543
Activest Wealth Management
Florida
$1.73M +$229K +5,448 +15%
DWM
544
Darwin Wealth Management
Florida
$1.73M -$186K -4,409 -10%
PA
545
Pinnacle Associates
New York
$1.72M +$65.8K +1,561 +4%
SW
546
SVB Wealth
Massachusetts
$1.71M -$27.3K -649 -2%
CAG
547
Crestwood Advisors Group
Massachusetts
$1.7M -$249K -5,916 -13%
GFA
548
Gallagher Fiduciary Advisors
Illinois
$1.69M -$148K -3,506 -8%
SFG
549
Summit Financial Group
West Virginia
$1.68M +$268K +6,365 +19%
EMAM
550
Encompass More Asset Management
California
$1.68M +$706K +16,770 +73%
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