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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 %
BWP
651
Balboa Wealth Partners
Arizona
$842K +$205K +6,369 +32%
NA
652
Navellier & Associates
Nevada
$842K +$842K +26,185 New
FFA
653
First Foundation Advisors
California
$837K +$44K +1,370 +6%
PA
654
PSI Advisors
Florida
$835K +$68.2K +2,122 +9%
XWM
655
Xcel Wealth Management
Florida
$834K +$82.6K +2,568 +11%
HT
656
Headlands Technologies
Illinois
$834K +$834K +25,933 New
FCAG
657
First Capital Advisors Group
New Jersey
$829K +$47.8K +1,487 +6%
CA
658
Clearstead Advisors
Ohio
$829K -$97.5K -3,032 -11%
IA
659
IFP Advisors
Florida
$828K -$1.38M -87,017 -62%
CGFA
660
Colton Groome Financial Advisors
North Carolina
$825K +$270K +8,395 +49%
TWM
661
Tradition Wealth Management
Minnesota
$824K +$24.5K +761 +3%
MGIA
662
Moneta Group Investment Advisors
Missouri
$819K +$39.9K +1,241 +5%
SEIA
663
Signature Estate & Investment Advisors
California
$815K +$332K +10,324 +69%
AGAM
664
Audent Global Asset Management
California
$811K +$459K +14,276 +130%
Point72 Asset Management
665
Point72 Asset Management
Connecticut
$804K -$7.07M -220,000 -90%
WAS
666
WESPAC Advisors SoCal
California
$802K +$8.68K +270 +1%
BI
667
Bramshill Investments
Florida
$800K – – –
CA
668
Crewe Advisors
Utah
$799K +$19.3K +600 +2%
ECML
669
Eagle Capital Management (Louisiana)
Louisiana
$799K +$799K +24,848 New
WB
670
WesBanco Bank
West Virginia
$797K -$84.1K -2,615 -10%
GAA
671
Global Assets Advisory
Florida
$795K -$67.7K -2,030 -8%
AIC
672
Ayalon Insurance Company
Israel
$794K -$126K -3,910 -14%
ATI
673
Act Two Investors
California
$793K +$793K +24,678 New
AWM
674
Apollon Wealth Management
South Carolina
$787K -$259K -8,063 -25%
PWP
675
Pursue Wealth Partners
California
$783K +$140K +4,366 +22%
25 26
27
28 29