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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 %
WP
576
WealthShield Partners
North Carolina
$1.25M -$400K -10,649 -24%
TFGT
577
TS Financial Group (TSFG)
Illinois
$1.25M -$1.4M -37,257 -53%
JCM
578
Jacobi Capital Management
Pennsylvania
$1.24M +$30.2K +804 +2%
DIP
579
DT Investment Partners
Pennsylvania
$1.24M -$28.4K -723 -2%
SP
580
Successful Portfolios
Florida
$1.22M -$7.71K -205 -0.6%
SAM
581
SP Asset Management
California
$1.21M -$27.4K -730 -2%
PA
582
Parallel Advisors
California
$1.21M -$150K -3,976 -11%
NB
583
NBT Bank
New York
$1.21M +$81K +2,153 +7%
AAS
584
Ameritas Advisory Services
Nebraska
$1.2M -$2.9M -75,604 -71%
DLCIG
585
D.L. Carlson Investment Group
New Hampshire
$1.2M -$206K -5,170 -15%
CHJWM
586
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.2M – – –
MIG
587
McGuire Investment Group
Rhode Island
$1.19M -$84.1K -2,236 -7%
FIM
588
Freedom Investment Management
Connecticut
$1.19M -$621K -16,525 -34%
PAG
589
Private Advisory Group
Washington
$1.19M -$102K -2,702 -8%
CFGS
590
Concourse Financial Group Securities
Alabama
$1.18M +$3.69K +98 +0.3%
LBC
591
Lowe Brockenbrough & Co
Virginia
$1.18M -$111K -2,952 -9%
SWA
592
Stratos Wealth Advisors
Ohio
$1.17M +$158K +4,191 +16%
NM
593
NWI Management
New York
$1.17M – – –
CM
594
Columbus Macro
Pennsylvania
$1.16M +$1.16M +30,891 New
KWM
595
Keebeck Wealth Management
Illinois
$1.16M -$333K -8,854 -22%
MCCP
596
Mission Creek Capital Partners
California
$1.14M -$341K -9,064 -23%
CIA
597
Cladis Investment Advisory
Montana
$1.12M +$39.5K +1,051 +4%
SCM
598
Spreng Capital Management
Ohio
$1.12M +$73.3K +1,950 +7%
LP
599
LGL Partners
Pennsylvania
$1.11M -$3.76K -100 -0.3%
WC
600
Waterloo Capital
Texas
$1.11M +$552K +14,690 +99%
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