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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,510 hedge funds and large institutions have $29.4B invested in Financial Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 547 increasing their positions, 550 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+60
Holders Change %
+4.14%
% of All Funds
21.89%
Holding in Top 10
84
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+27.27%
% of All Funds
1.22%
New
171
Increased
547
Reduced
550
Closed
93
Calls
$7.98B
Puts
$14B
Net Calls
-$6.04B
Net Calls Change
-$1.2B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$962M
2
CWM
CIBC World Markets
New York
+$358M
3
Bank of America
Bank of America
North Carolina
+$345M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$235M
5
Barclays
Barclays
United Kingdom
+$186M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$405M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$347M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$336M
5
MCM
MKP Capital Management
New York
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
626
LGL Partners
Pennsylvania
$1.25M +$6.32K +150 +0.5%
CCAL
627
City Center Advisors LLC
Michigan
$1.25M +$1.25M +29,689 New
ACM
628
Advisors Capital Management
New Jersey
$1.24M +$74.8K +1,776 +6%
RFA
629
Rollins Financial Advisors
New York
$1.24M +$1.24M +29,370 New
AWM
630
Accel Wealth Management
Iowa
$1.24M +$371K +8,807 +43%
PSCM
631
Per Stirling Capital Management
Texas
$1.23M +$47K +1,116 +4%
FPAS
632
Focus Partners Advisor Solutions
Missouri
$1.23M +$799K +18,978 +187%
SAW
633
Signal Advisors Wealth
Michigan
$1.22M +$276K +6,545 +29%
MFG
634
MidWestOne Financial Group
Iowa
$1.22M – – –
VA
635
Valmark Advisers
Ohio
$1.21M -$31.5K -747 -3%
Natixis Advisors
636
Natixis Advisors
Massachusetts
$1.2M +$85.2K +2,022 +8%
DLCIG
637
D.L. Carlson Investment Group
New Hampshire
$1.2M -$69.8K -1,658 -6%
JGIA
638
Jackson Grant Investment Advisers
Connecticut
$1.19M -$17.7K -420 -1%
CHJWM
639
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.19M -$85.2K -2,083 -7%
FWM
640
Foguth Wealth Management
Michigan
$1.19M +$1.19M +28,246 New
SWM
641
SeaCrest Wealth Management
New York
$1.19M +$137K +3,254 +13%
PFT
642
Providence First Trust
Arizona
$1.19M -$3.66K -87 -0.3%
FFA
643
First Foundation Advisors
California
$1.19M +$1.94K +46 +0.2%
ST
644
Sentinel Trust
Texas
$1.19M – – –
TP
645
Tranquility Partners
Tennessee
$1.19M +$253 +6 +0%
SA
646
SpiderRock Advisors
Delaware
$1.18M +$1.18M +28,974 New
HHRDM
647
H&H Retirement Design & Management
Nevada
$1.18M -$159K -3,882 -12%
MGIA
648
Moneta Group Investment Advisors
Missouri
$1.18M +$4K +95 +0.3%
AF
649
Apollon Financial
South Carolina
$1.18M +$11K +261 +0.9%
AIM
650
Allen Investment Management
New York
$1.17M – – –
24 25
26
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