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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,488 hedge funds and large institutions have $28.2B invested in Financial Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 584 increasing their positions, 535 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,488
Holders Change
-22
Holders Change %
-1.46%
% of All Funds
21.64%
Holding in Top 10
72
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.29%
% of All Funds
1.05%
New
130
Increased
584
Reduced
535
Closed
126
Calls
$8.01B
Puts
$12.2B
Net Calls
-$4.14B
Net Calls Change
+$1.89B

Top Buyers

1
Barclays
Barclays
United Kingdom
$1.05B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.29B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$452M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$316M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$214M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
$0
2
CWM
CIBC World Markets
New York
$0
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$106M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$41.1M
5
UBS Group
UBS Group
Switzerland
$532M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
676
Bell Bank
North Dakota
$1.01M -$315K -7,659 -24%
HG
677
Herbst Group
Connecticut
$1M -$24.6K -599 -2%
RWB
678
RMR Wealth Builders
New Jersey
$1M +$461K +11,214 +85%
CA
679
Claro Advisors
Massachusetts
$1M +$380K +9,241 +61%
GAG
680
Goodman Advisory Group
Massachusetts
$1M +$157K +3,829 +19%
PAM
681
Peak Asset Management
Colorado
$1M +$41 +1 +0%
JCM
682
Janney Capital Management
Pennsylvania
$992K +$7.4K +180 +0.8%
FBFS
683
First Business Financial Services
Wisconsin
$991K – – –
DFA
684
Davies Financial Advisors
California
$989K +$66.7K +1,623 +7%
EWA
685
Exencial Wealth Advisors
Oklahoma
$984K +$593K +14,427 +152%
MAM
686
MMA Asset Management
Pennsylvania
$983K -$889K -21,621 -47%
TCM
687
Triumph Capital Management
Colorado
$983K -$591K -14,374 -38%
WIA
688
Westbourne Investment Advisors
Maryland
$983K +$94.7K +2,303 +11%
CV
689
Counterweight Ventures
North Carolina
$972K +$36.1K +877 +4%
RWPA
690
Richard W. Paul & Associates
Michigan
$971K -$18.7K -455 -2%
W
691
WorthPointe
California
$970K +$127K +3,095 +15%
CIC
692
Chilton Investment Company
Connecticut
$966K – – –
WMWM
693
Whitaker-Myers Wealth Managers
Ohio
$962K +$134K +3,270 +16%
AIA
694
Ally Invest Advisors
North Carolina
$959K +$109K +2,640 +13%
SFG
695
Sowa Financial Group
Rhode Island
$959K -$118K -2,879 -11%
ECA
696
Elevated Capital Advisors
Utah
$953K +$23.8K +579 +3%
QCG
697
Quadrant Capital Group
Ohio
$950K +$924K +22,477 +3,534%
EWA
698
EverSource Wealth Advisors
Alabama
$947K -$23.9K -547 -2%
SIC
699
Salem Investment Counselors
North Carolina
$947K -$1.36K -33 -0.1%
IA
700
IFP Advisors
Florida
$946K +$233K +5,673 +33%
26 27
28
29 30