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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,488 hedge funds and large institutions have $28.2B invested in Financial Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 584 increasing their positions, 535 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,488
Holders Change
-22
Holders Change %
-1.46%
% of All Funds
21.64%
Holding in Top 10
72
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.29%
% of All Funds
1.05%
New
130
Increased
584
Reduced
535
Closed
126
Calls
$8.01B
Puts
$12.2B
Net Calls
-$4.14B
Net Calls Change
+$1.89B

Top Buyers

1
Barclays
Barclays
United Kingdom
$1.05B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.29B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$452M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$316M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$214M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
$0
2
CWM
CIBC World Markets
New York
$0
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$106M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$41.1M
5
UBS Group
UBS Group
Switzerland
$532M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
601
Focus Partners Advisor Solutions
Missouri
$1.29M +$88.9K +2,162 +7%
CHJWM
602
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.28M – – –
NM
603
NWI Management
New York
$1.27M – – –
PIA
604
Perennial Investment Advisors
California
$1.27M +$458K +11,150 +56%
MFIM
605
Mesirow Financial Investment Management
Illinois
$1.27M -$34.2K -831 -3%
NCM
606
Next Capital Management
New York
$1.26M -$111K -2,702 -8%
KWM
607
Keebeck Wealth Management
Illinois
$1.26M -$164 -4 -0%
WP
608
WealthShield Partners
North Carolina
$1.26M +$409K +9,958 +48%
HHRDM
609
H&H Retirement Design & Management
Nevada
$1.26M +$7.07K +164 +0.6%
CCAL
610
City Center Advisors LLC
Michigan
$1.25M – – –
ACM
611
Advisors Capital Management
New Jersey
$1.24M +$33.2K +809 +3%
HCM
612
Hollencrest Capital Management
California
$1.24M -$63.7K -1,549 -5%
CL
613
Choreo LLC
Illinois
$1.24M +$898K +21,801 +264%
RIA
614
Regal Investment Advisors
Michigan
$1.24M +$407K +9,906 +49%
FAIM
615
Financial Advocates Investment Management
Washington
$1.23M -$3.35M -81,523 -73%
NB
616
NBT Bank
New York
$1.23M -$15K -366 -1%
LP
617
LGL Partners
Pennsylvania
$1.22M – – –
MGIA
618
Moneta Group Investment Advisors
Missouri
$1.22M +$66.5K +1,617 +6%
LA
619
LM Advisors
California
$1.21M -$3.38M -82,290 -74%
KDA
620
Kraft Davis & Associates
Missouri
$1.2M +$320K +7,378 +36%
SA
621
Strategic Advisors
New York
$1.2M -$522K -12,708 -30%
PCIA
622
Prime Capital Investment Advisors
Kansas
$1.2M -$334K -8,119 -22%
AWM
623
Apollon Wealth Management
South Carolina
$1.19M -$155K -3,770 -12%
MFG
624
MidWestOne Financial Group
Iowa
$1.19M – – –
SWM
625
SeaCrest Wealth Management
New York
$1.19M +$30.2K +734 +3%
23 24
25
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