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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,756 hedge funds and large institutions have $36.9B invested in Financial Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 748 increasing their positions, 467 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+180
Holders Change %
+11.42%
% of All Funds
23.37%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.34%
New
293
Increased
748
Reduced
467
Closed
80
Calls
$14.6B
Puts
$18.3B
Net Calls
-$3.68B
Net Calls Change
+$2.69B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$922M
2
Bank of America
Bank of America
North Carolina
+$903M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$330M
4
Citigroup
Citigroup
New York
+$290M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.24B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$499M
3
Barclays
Barclays
United Kingdom
-$306M
4
AOI
Auto-Owners Insurance
Michigan
-$190M
5
MCM
MKP Capital Management
New York
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOM
651
Bank of Marin
California
$1.87M +$40.4K +836 +2%
MIM
652
MTM Investment Management
South Carolina
$1.87M +$483 +10 +0%
MA
653
Montag & Associates
Georgia
$1.86M +$155K +3,211 +9%
MW
654
Marcum Wealth
Ohio
$1.86M +$357K +7,397 +24%
IA
655
IFP Advisors
Florida
$1.86M +$665K +13,769 +56%
CAG
656
Crestwood Advisors Group
Massachusetts
$1.85M +$28.8K +596 +2%
CL
657
Choreo LLC
Illinois
$1.84M +$215K +4,450 +13%
JCM
658
Jacobi Capital Management
Pennsylvania
$1.83M +$38.6K +799 +2%
AFP
659
Ausdal Financial Partners
Iowa
$1.83M +$281K +5,818 +18%
AIM
660
Advyzon Investment Management
Illinois
$1.82M +$1.82M +37,717 New
JCFM
661
JBR Co Financial Management
Oklahoma
$1.82M +$490K +10,142 +37%
WFS
662
WealthGarden F.S.
California
$1.81M +$442K +9,146 +32%
EGA
663
E&G Advisors
Texas
$1.81M +$31.4K +650 +2%
NFG
664
Nations Financial Group
Iowa
$1.8M +$13.2K +274 +0.7%
AIP
665
Ameritas Investment Partners
Nebraska
$1.78M -$821K -16,996 -32%
CICC
666
Capital Investment Counsel (Colorado)
Colorado
$1.78M +$100K +2,079 +6%
PTC
667
Private Trust Company
Ohio
$1.78M -$72.9K -1,508 -4%
MMG
668
Monetary Management Group
Missouri
$1.78M +$9.67K +200 +0.5%
AWM
669
Accel Wealth Management
Iowa
$1.77M +$134K +2,779 +8%
WP
670
WealthShield Partners
North Carolina
$1.77M +$183K +3,777 +12%
HCMG
671
Howard Capital Management Group
California
$1.77M -$44.9K -930 -2%
GFA
672
Gallagher Fiduciary Advisors
Illinois
$1.76M +$104K +2,149 +6%
GSWM
673
Golden State Wealth Management
California
$1.75M +$1.75M +36,156 New
BA
674
Birinyi Associates
Connecticut
$1.74M +$7.25K +150 +0.4%
WJWM
675
Williams Jones Wealth Management
New York
$1.74M +$579K +11,989 +50%
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