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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,299 hedge funds and large institutions have $18.5B invested in Financial Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 442 increasing their positions, 583 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
-69
Holders Change %
-5.04%
% of All Funds
22.46%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.07%
New
75
Increased
442
Reduced
583
Closed
123
Calls
$4.09B
Puts
$6.75B
Net Calls
-$2.66B
Net Calls Change
-$435M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$476M
2
Bessemer Group
Bessemer Group
New Jersey
+$343M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$273M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$199M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$182M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$288M
2
Morgan Stanley
Morgan Stanley
New York
-$256M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$192M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$179M
5
UBS Group
UBS Group
Switzerland
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
676
Personal Capital Advisors
California
$687K -$26.3K -866 -4%
SMC
677
Smith, Moore & Co
Missouri
$687K +$13.8K +456 +2%
HCM
678
Hollencrest Capital Management
California
$685K – – –
CA
679
Crewe Advisors
Utah
$676K +$277K +9,126 +70%
MWM
680
Mission Wealth Management
California
$674K +$46.6K +1,534 +7%
PFBT
681
Parkside Financial Bank & Trust
Missouri
$666K -$4.47K -147 -0.7%
LP
682
LGL Partners
Pennsylvania
$662K -$11.6K -381 -2%
RCAG
683
Rehmann Capital Advisory Group
Michigan
$657K +$1.55K +51 +0.2%
WAP
684
Wealthcare Advisory Partners
Pennsylvania
$657K -$36.6K -1,205 -5%
KLCM
685
KG&L Capital Management
Louisiana
$656K +$2.82K +93 +0.4%
CCMD
686
Cypress Capital Management (Delaware)
Delaware
$655K -$759 -25 -0.1%
AFO
687
Allie Family Office
Florida
$654K -$22.2K -726 -3%
Neuberger Berman Group
688
Neuberger Berman Group
New York
$651K -$1.68M -55,513 -72%
IP
689
Intellectus Partners
California
$649K -$17.4K -574 -3%
NGA
690
Naples Global Advisors
Florida
$649K -$4.8K -158 -0.7%
AWM
691
Accel Wealth Management
Iowa
$647K +$1K +31 +0.2%
AIM
692
Alhambra Investment Management
Florida
$647K +$6.9K +227 +1%
IP
693
Investment Partners
Ohio
$645K +$144K +4,741 +29%
JCM
694
Janney Capital Management
Pennsylvania
$640K -$82.1K -2,704 -11%
TSWM
695
Tyler-Stone Wealth Management
Ohio
$638K +$20.6K +678 +3%
AIFAIM
696
American Institute for Advanced Investment Management
Arizona
$636K -$821K -27,022 -56%
KFP
697
KMG Fiduciary Partners
Ohio
$632K -$79.7K -2,625 -11%
CC
698
Constitution Capital
Connecticut
$628K +$18.2K +600 +3%
LWP
699
Lumature Wealth Partners
Georgia
$625K +$26.2K +863 +4%
OWA
700
Octavia Wealth Advisors
Ohio
$622K +$48.1K +1,585 +8%
26 27
28
29 30