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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,510 hedge funds and large institutions have $29.4B invested in Financial Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 547 increasing their positions, 550 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+60
Holders Change %
+4.14%
% of All Funds
21.89%
Holding in Top 10
84
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+27.27%
% of All Funds
1.22%
New
171
Increased
547
Reduced
550
Closed
93
Calls
$7.98B
Puts
$14B
Net Calls
-$6.04B
Net Calls Change
-$1.2B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$962M
2
CWM
CIBC World Markets
New York
+$358M
3
Bank of America
Bank of America
North Carolina
+$345M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$235M
5
Barclays
Barclays
United Kingdom
+$186M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$405M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$347M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$336M
5
MCM
MKP Capital Management
New York
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCFM
676
JBR Co Financial Management
Oklahoma
$1.07M +$84.2K +2,000 +9%
CWM
677
C2C Wealth Management
Arizona
$1.06M -$70K -1,661 -6%
HG
678
Herbst Group
Connecticut
$1.05M +$1.98K +47 +0.2%
PCM
679
Prelude Capital Management
New York
$1.05M +$1.05M +25,000 New
WJWM
680
Williams Jones Wealth Management
New York
$1.05M -$5.81K -138 -0.6%
Verition Fund Management
681
Verition Fund Management
Connecticut
$1.05M -$134K -3,189 -11%
NA
682
Navellier & Associates
Nevada
$1.04M +$1.04M +24,704 New
CAG
683
Csenge Advisory Group
Florida
$1.04M +$313K +7,428 +43%
PAM
684
Peak Asset Management
Colorado
$1.03M +$3.29K +78 +0.3%
AGAM
685
Audent Global Asset Management
California
$1.03M +$25.4K +602 +3%
IF
686
Intrua Financial
Texas
$1.02M -$396K -9,395 -28%
PA
687
Procyon Advisors
Connecticut
$1.02M +$563K +13,362 +124%
FBFS
688
First Business Financial Services
Wisconsin
$1.01M – – –
RWPA
689
Richard W. Paul & Associates
Michigan
$1.01M -$44.1K -1,048 -4%
JCM
690
Janney Capital Management
Pennsylvania
$1.01M +$72.5K +1,721 +8%
WEG
691
World Equity Group
Illinois
$1M -$22.1K -524 -2%
IF
692
Ironwood Financial
Arizona
$1M -$21.4K -508 -2%
GP
693
Girard Partners
Pennsylvania
$995K +$258K +6,119 +35%
BMCM
694
Bryn Mawr Capital Management
Pennsylvania
$995K -$11.5K -273 -1%
WAP
695
Wealthcare Advisory Partners
Pennsylvania
$992K -$59.9K -1,423 -6%
FG
696
Fiduciary Group
Georgia
$992K +$128K +3,029 +15%
CIC
697
Chilton Investment Company
Connecticut
$990K – – –
SFG
698
Sowa Financial Group
Rhode Island
$986K – – –
PA
699
PSI Advisors
Florida
$980K -$91.1K -2,164 -9%
SIC
700
Salem Investment Counselors
North Carolina
$972K -$5.9K -140 -0.6%
26 27
28
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