XLF icon

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 %
CS
626
Capital Square
Tennessee
$918K +$57.4K +1,795 +7%
RA
627
RFG Advisory
Alabama
$918K +$237K +7,377 +35%
AWM
628
Alterna Wealth Management
Texas
$915K -$407K -12,648 -31%
VLC
629
Van Leeuwen & Company
New Jersey
$915K +$38.6K +1,200 +4%
PP
630
Patten & Patten
Tennessee
$912K +$64 +2 +0%
EC
631
Estate Counselors
Wisconsin
$912K -$351K -10,916 -28%
HG
632
Herbst Group
Connecticut
$912K +$58.8K +1,829 +7%
CASB
633
Cape Ann Savings Bank
Massachusetts
$908K – – –
PAMS
634
Pictet Asset Management (Switzerland)
Switzerland
$898K -$501K -15,570 -36%
BOM
635
Bank of Marin
California
$895K +$38.9K +1,211 +5%
AIM
636
Allen Investment Management
New York
$894K – – –
NFSG
637
Newbridge Financial Services Group
Florida
$889K -$147K -4,580 -14%
ACM
638
Advisors Capital Management
New Jersey
$884K +$125K +3,898 +17%
PWM
639
Perigon Wealth Management
California
$881K -$65.1K -2,026 -7%
MFG
640
MidWestOne Financial Group
Iowa
$879K -$3.22K -100 -0.4%
NEWAS
641
N.E.W. Advisory Services
Wisconsin
$878K -$57K -1,773 -6%
FTA
642
Financial & Tax Architects
Missouri
$873K -$297K -9,240 -25%
WEG
643
World Equity Group
Illinois
$872K +$70.4K +2,408 +9%
CBT
644
Central Bank & Trust
Kentucky
$870K -$176K -5,481 -17%
Franklin Resources
645
Franklin Resources
California
$863K -$33.8K -1,050 -4%
RFA
646
Resurgent Financial Advisors
Georgia
$856K +$108K +3,349 +14%
PSP
647
Principal Street Partners
Tennessee
$855K +$4.05K +126 +0.5%
IF
648
Ironwood Financial
Arizona
$854K +$161 +5 +0%
PAM
649
Peak Asset Management
Colorado
$852K – – –
JGC
650
J. Goldman & Co
New York
$844K -$1.46M -45,486 -63%
24 25
26
27 28