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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 %
ATI
676
Act Two Investors
California
$896K +$68.5K +1,822 +8%
AGAM
677
Audent Global Asset Management
California
$892K +$117K +3,100 +15%
PWM
678
Penobscot Wealth Management
Maine
$891K -$48.7K -1,295 -5%
CAM
679
CenterStar Asset Management
Illinois
$884K +$884K +23,486 New
CIC
680
Chilton Investment Company
Connecticut
$884K – – –
USB
681
Union Savings Bank
Connecticut
$880K -$3.83K -102 -0.4%
JCFM
682
JBR Co Financial Management
Oklahoma
$879K +$879K +23,365 New
FSA
683
Financial Services Advisory
Maryland
$875K -$46.1K -1,225 -5%
CBT
684
Central Bank & Trust
Kentucky
$873K – – –
SIC
685
Salem Investment Counselors
North Carolina
$873K -$5.83K -155 -0.7%
ECML
686
Eagle Capital Management (Louisiana)
Louisiana
$872K -$57.6K -1,533 -6%
AFP
687
Ausdal Financial Partners
Iowa
$871K +$67.9K +1,805 +8%
EGM
688
Engineers Gate Manager
New York
$869K +$869K +23,104 New
EMAM
689
Encompass More Asset Management
California
$866K +$866K +23,041 New
JAG
690
Journey Advisory Group
Kentucky
$865K – – –
DC
691
Davenport & Co
Virginia
$862K +$45.3K +1,206 +6%
ECA
692
Elevated Capital Advisors
Utah
$856K +$48K +1,277 +6%
AFA
693
American Financial Advisors
Georgia
$854K -$526 -14 -0.1%
Neuberger Berman Group
694
Neuberger Berman Group
New York
$850K -$9.14K -243 -1%
SAW
695
Signal Advisors Wealth
Michigan
$847K +$847K +22,517 New
TPCW
696
TD Private Client Wealth
New York
$847K -$112K -2,992 -12%
AMG
697
Advisors Management Group
Wisconsin
$838K -$16.1K -427 -2%
SCM
698
Schnieders Capital Management
California
$837K -$9.4K -250 -1%
JCM
699
Janney Capital Management
Pennsylvania
$836K +$13.1K +348 +2%
HAS
700
HBW Advisory Services
California
$836K +$34.5K +917 +4%
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