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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,576 hedge funds and large institutions have $31.1B invested in Financial Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 183 funds opening new positions, 611 increasing their positions, 541 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,576
Holders Change
+88
Holders Change %
+5.91%
% of All Funds
22.79%
Holding in Top 10
78
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.33%
% of All Funds
1.13%
New
183
Increased
611
Reduced
541
Closed
78
Calls
$9.05B
Puts
$15.4B
Net Calls
-$6.38B
Net Calls Change
-$2.23B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$284M
2
Millennium Management
Millennium Management
New York
+$183M
3
MCM
MKP Capital Management
New York
+$175M
4
Wells Fargo
Wells Fargo
California
+$168M
5
SFM
Soros Fund Management
New York
+$126M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$835M
2
Barclays
Barclays
United Kingdom
-$442M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$369M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$226M
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
526
Miller Investment Management
Pennsylvania
$2.19M -$399K -8,794 -15%
SW
527
SMART Wealth
Nebraska
$2.18M +$1.01M +22,290 +86%
SFP
528
Sandbox Financial Partners
Maryland
$2.17M +$48.2K +1,064 +2%
BJL
529
Brighton Jones LLC
Washington
$2.15M -$187K -4,124 -8%
IFPG
530
Intrepid Financial Planning Group
Indiana
$2.15M -$216K -4,770 -9%
BFG
531
Beacon Financial Group
Texas
$2.14M -$28K -617 -1%
WAS
532
WESPAC Advisors SoCal
California
$2.14M +$309K +6,812 +17%
FHA
533
First Horizon Advisors
Tennessee
$2.13M +$55.5K +1,224 +3%
MAP
534
Managed Asset Portfolios
Michigan
$2.12M +$2.12M +46,759 New
KIG
535
Kessler Investment Group
Indiana
$2.11M +$150K +3,310 +8%
RAM
536
Riggs Asset Management
Pennsylvania
$2.08M +$449K +9,911 +28%
RFO
537
RiverGlades Family Offices
Florida
$2.05M +$130K +2,860 +7%
FGA
538
Fortis Group Advisors
New Jersey
$2.05M -$1.93M -42,663 -49%
JIC
539
Johnson Investment Counsel
Ohio
$2.04M +$215K +4,751 +12%
PWM
540
Perigon Wealth Management
California
$2.03M -$115K -2,530 -5%
OSAM
541
O'Shaughnessy Asset Management
Connecticut
$2.03M +$357K +7,625 +21%
CSPIA
542
Cary Street Partners Investment Advisory
Virginia
$2.02M -$559K -12,336 -22%
AF
543
Apexium Financial
Texas
$2.02M +$33.4K +736 +2%
KDA
544
Kraft Davis & Associates
Missouri
$2.01M +$717K +15,348 +55%
DILH
545
Dai-ichi Life Holdings
Japan
$2M -$31.7K -700 -2%
HCMT
546
Highland Capital Management (Tennessee)
Tennessee
$1.99M -$21.5K -475 -1%
WCM
547
Windsor Capital Management
Arizona
$1.99M -$14.7K -325 -0.7%
WSFS
548
Wilmington Savings Fund Society
Delaware
$1.98M +$1.98M +43,749 New
DCM
549
Dimension Capital Management
Florida
$1.98M -$188K -4,144 -9%
CPA
550
Court Place Advisors
Maryland
$1.97M +$272 +6 +0%
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