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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,450 hedge funds and large institutions have $26.1B invested in Financial Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 491 increasing their positions, 536 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+128
Holders Change %
+9.68%
% of All Funds
21.25%
Holding in Top 10
66
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.53%
% of All Funds
0.97%
New
232
Increased
491
Reduced
536
Closed
80
Calls
$5.57B
Puts
$10.4B
Net Calls
-$4.83B
Net Calls Change
-$2.02B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.36B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$447M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$301M
4
MCM
MKP Capital Management
New York
+$255M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$221M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$2.65B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$395M
3
Barclays
Barclays
United Kingdom
-$335M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$186M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCPWS
551
One Charles Private Wealth Services
Massachusetts
$1.35M +$12.8K +340 +1%
KIG
552
Kessler Investment Group
Indiana
$1.35M +$865K +23,000 +179%
RFWA
553
RPg Family Wealth Advisory
Massachusetts
$1.34M -$111K -2,955 -8%
AWM
554
Activest Wealth Management
Florida
$1.34M +$3.08K +82 +0.2%
WAM
555
Worth Asset Management
Texas
$1.33M +$188K +4,997 +16%
CL
556
CSS LLC
Illinois
$1.33M +$835K +22,212 +168%
LWM
557
LJI Wealth Management
Indiana
$1.33M -$50.2K -1,336 -4%
BFG
558
Bleakley Financial Group
New Jersey
$1.32M -$32.6K -867 -2%
BKA
559
Brick & Kyle Associates
Pennsylvania
$1.32M +$376 +10 +0%
WP
560
WealthPLAN Partners
Nebraska
$1.32M -$2.29M -60,923 -63%
BFEC
561
Benjamin F. Edwards & Company
Missouri
$1.32M +$1.03M +27,508 +362%
CI
562
Cavalier Investments
Georgia
$1.32M -$7.43M -197,480 -85%
MC
563
Moors & Cabot
Massachusetts
$1.31M +$32.2K +857 +3%
MA
564
Montag & Associates
Georgia
$1.31M +$166K +4,405 +14%
OPWM
565
Oxinas Partners Wealth Management
Indiana
$1.31M -$87.1K -2,317 -6%
USCWA
566
U.S. Capital Wealth Advisors
Texas
$1.3M +$50.2K +1,336 +4%
SCM
567
SOL Capital Management
Maryland
$1.3M +$5.34K +142 +0.4%
MMG
568
Monetary Management Group
Missouri
$1.3M +$37.6K +1,000 +3%
RAM
569
Riggs Asset Management
Pennsylvania
$1.29M +$333K +8,844 +35%
AF
570
Arrow Financial
New York
$1.29M +$65K +1,728 +5%
HHRDM
571
H&H Retirement Design & Management
Nevada
$1.28M -$46.9K -1,203 -4%
AC
572
Abbrea Capital
California
$1.27M -$6.58K -175 -0.5%
SFG
573
Summit Financial Group
West Virginia
$1.26M +$249K +6,620 +25%
IF
574
Intrua Financial
Texas
$1.26M +$477K +12,697 +61%
EFI
575
EHP Funds Inc
Canada
$1.26M +$1.26M +33,400 New
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