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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,450 hedge funds and large institutions have $26.1B invested in Financial Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 491 increasing their positions, 536 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+128
Holders Change %
+9.68%
% of All Funds
21.25%
Holding in Top 10
66
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.53%
% of All Funds
0.97%
New
232
Increased
491
Reduced
536
Closed
80
Calls
$5.57B
Puts
$10.4B
Net Calls
-$4.83B
Net Calls Change
-$2.02B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.36B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$447M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$301M
4
MCM
MKP Capital Management
New York
+$255M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$221M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$2.65B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$395M
3
Barclays
Barclays
United Kingdom
-$335M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$186M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
651
Curi RMB Capital
Illinois
$959K +$3.42K +91 +0.4%
MFIM
652
Mesirow Financial Investment Management
Illinois
$959K +$959K +25,501 New
PA
653
PSI Advisors
Florida
$956K +$17.7K +472 +2%
WP
654
WealthSource Partners
California
$947K -$146K -3,879 -13%
RWPA
655
Richard W. Paul & Associates
Michigan
$945K -$21.2K -564 -2%
WJWM
656
Williams Jones Wealth Management
New York
$943K -$446K -11,856 -32%
SWM
657
SeaCrest Wealth Management
New York
$942K -$93.2K -2,469 -9%
MSS
658
Mitchell Sinkler & Starr
Pennsylvania
$941K +$941K +25,037 New
HG
659
Herbst Group
Connecticut
$939K -$20.1K -534 -2%
WAP
660
Wealthcare Advisory Partners
Pennsylvania
$939K +$37.1K +986 +4%
BI
661
Bramshill Investments
Florida
$935K – – –
CAC
662
Certified Advisory Corp
Florida
$934K -$12.5K -333 -1%
AP
663
Appleton Partners
Massachusetts
$932K -$35.3K -940 -4%
QCM
664
Quantinno Capital Management
New York
$932K +$506K +13,462 +119%
AIC
665
Ayalon Insurance Company
Israel
$929K – – –
WAM
666
WNY Asset Management
New York
$927K -$56.7K -1,509 -6%
DI
667
DFPG Investments
Utah
$926K +$245K +6,540 +36%
KWA
668
Kingswood Wealth Advisors
California
$921K +$486K +12,929 +112%
WEG
669
World Equity Group
Illinois
$916K -$19.5K -519 -2%
IF
670
Ironwood Financial
Arizona
$915K -$35.6K -946 -4%
PAM
671
Peak Asset Management
Colorado
$914K +$263 +7 +0%
BWM
672
BigSur Wealth Management
Florida
$914K -$1.19M -31,700 -57%
FBFS
673
First Business Financial Services
Wisconsin
$906K -$22.1K -589 -2%
PCS
674
Personal CFO Solutions
New Jersey
$899K +$899K +23,896 New
BMCM
675
Bryn Mawr Capital Management
Pennsylvania
$898K -$940 -25 -0.1%
25 26
27
28 29