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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 %
OCPWS
601
One Charles Private Wealth Services
Massachusetts
$999K +$337K +10,492 +51%
NM
602
NWI Management
New York
$997K +$997K +31,000 New
SIC
603
Sigma Investment Counselors
Michigan
$995K -$24.4K -760 -2%
FIA
604
Foundations Investment Advisors
Arizona
$992K -$333K -10,359 -25%
SSWM
605
Smith Salley Wealth Management
North Carolina
$988K -$43.8K -1,361 -4%
CHJWM
606
Carlton Hofferkamp & Jenks Wealth Management
Texas
$985K -$111K -3,464 -10%
PVI
607
Pine Valley Investments
New Jersey
$975K +$975K +38,492 New
SFPG
608
Stonebridge Financial Planning Group
Florida
$973K +$973K +30,260 New
GEA
609
Glen Eagle Advisors
New Jersey
$972K -$42K -1,306 -4%
SCM
610
Spreng Capital Management
Ohio
$970K -$27.3K -850 -3%
LC
611
Lavaca Capital
Texas
$962K – – –
PMIA
612
Patrick Mauro Investment Advisor
Illinois
$962K -$35.2K -1,095 -4%
DC
613
Davenport & Co
Virginia
$954K -$667K -20,744 -41%
AF
614
Advisornet Financial
Minnesota
$954K -$22.5K -700 -2%
MSS
615
Mitchell Sinkler & Starr
Pennsylvania
$953K -$390K -12,130 -29%
DC
616
Diametric Capital
Massachusetts
$945K +$945K +29,397 New
AP
617
Appleton Partners
Massachusetts
$942K +$25.2K +784 +3%
EFS
618
Essex Financial Services
Connecticut
$936K -$27.7K -862 -3%
JCM
619
Jacobi Capital Management
Pennsylvania
$934K +$37.1K +1,155 +4%
CS
620
Comerica Securities
Michigan
$932K -$229K -7,129 -20%
JGIA
621
Jackson Grant Investment Advisers
Connecticut
$931K -$122K -3,790 -12%
PT
622
Plimoth Trust
Massachusetts
$930K -$130K -4,058 -12%
SC
623
Sierra Capital
Florida
$927K +$386 +12 +0%
PP
624
Prudential plc
United Kingdom
$926K +$343K +10,683 +59%
MIM
625
Marco Investment Management
Georgia
$925K +$7.01K +218 +0.8%
23 24
25
26 27