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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

986 hedge funds and large institutions have $14.3B invested in Financial Select Sector SPDR Fund in 2019 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 250 increasing their positions, 486 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
+10
Holders Change %
+1.02%
% of All Funds
21.66%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.34%
New
86
Increased
250
Reduced
486
Closed
67
Calls
$1.68B
Puts
$5.02B
Net Calls
-$3.35B
Net Calls Change
-$453M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$280M
2
PP
Paloma Partners
Connecticut
+$235M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$72.8M
4
AS
Altshuler Shaham
Israel
+$64.5M
5
OAC
OMERS Administration Corp
Ontario, Canada
+$63M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.17B
2
CM
Churchill Management
California
-$169M
3
Citigroup
Citigroup
New York
-$135M
4
Franklin Resources
Franklin Resources
California
-$109M
5
Deutsche Bank
Deutsche Bank
Germany
-$90.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
651
Formidable Asset Management
Ohio
$382K -$1.47M -52,554 -79%
BSW
652
Buckingham Strategic Wealth
Missouri
$382K -$135K -4,815 -26%
DI
653
Diligent Investors
California
$381K -$19.6K -700 -5%
MWA
654
Meridian Wealth Advisors
Texas
$381K +$35K +1,250 +10%
DWM
655
Doyle Wealth Management
Florida
$380K +$47.7K +1,702 +14%
CL
656
CPWM LLC
Washington
$378K -$19.5K -696 -5%
SCM
657
Stellar Capital Management
Arizona
$371K -$21K -750 -5%
MGIA
658
Moneta Group Investment Advisors
Missouri
$370K +$370K +13,214 New
FWM
659
Foresight Wealth Management
Utah
$369K -$110K -3,945 -23%
TA
660
Trellis Advisors
Washington
$369K – – –
ICM
661
IMS Capital Management
Oregon
$368K +$953 +34 +0.3%
TW
662
Transform Wealth
Colorado
$361K -$394K -14,106 -52%
AWA
663
Arete Wealth Advisors
Illinois
$360K -$11.1K -395 -3%
SFG
664
StrategIQ Financial Group
Indiana
$359K -$141K -5,041 -28%
H
665
HoyleCohen
California
$358K +$5.68K +203 +2%
AIL
666
AGF Investments LLC
Ontario, Canada
$358K +$10.4K +371 +3%
HPC
667
HM Payson & Co
Maine
$356K -$23K -820 -6%
ECG
668
Edge Capital Group
Georgia
$355K – – –
ECM
669
Exchange Capital Management
Michigan
$353K -$37.5K -1,340 -10%
WTB
670
Washington Trust Bank
Washington
$351K -$96.9K -3,466 -22%
BAM
671
Berkshire Asset Management
Pennsylvania
$351K -$62.4K -2,230 -15%
FWSM
672
First Wilshire Securities Management
California
$351K – – –
BWM
673
Brickley Wealth Management
California
$349K – – –
RT
674
Rockland Trust
Massachusetts
$347K -$118K -4,392 -25%
GPA
675
Guidance Point Advisors
Massachusetts
$345K +$345K +12,331 New
25 26
27
28 29