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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 %
ARC
701
Advisor Resource Council
Texas
$617K -$14.4M -473,669 -96%
PWS
702
Private Wealth Strategies
Ohio
$613K +$3.02K +99 +0.5%
FW
703
FirstPurpose Wealth
Utah
$610K – – –
SBH
704
Segall Bryant & Hamill
Illinois
$610K +$12.1K +400 +2%
ACM
705
Absolute Capital Management
Pennsylvania
$607K +$607K +20,000 New
AFS
706
Aft Forsyth & Sober
Florida
$607K – – –
SFP
707
Sweet Financial Partners
Minnesota
$606K – – –
PA
708
Parallel Advisors
California
$600K -$64.2K -2,116 -10%
SIA
709
Strategic Investment Advisors
Michigan
$600K +$600K +19,764 New
TMWM
710
Taylor & Morgan Wealth Management
Michigan
$599K -$3.77K -124 -0.6%
RIA
711
RPG Investment Advisory
California
$599K +$2.43K +80 +0.4%
AW
712
ACG Wealth
Georgia
$593K +$21.8K +720 +4%
Chevy Chase Trust
713
Chevy Chase Trust
Maryland
$593K +$36.8K +1,211 +7%
SQA
714
Simon Quick Advisors
New Jersey
$593K +$59.4K +1,956 +11%
CCA
715
Clearwater Capital Advisors
Illinois
$592K -$8.95K -295 -1%
SWA
716
SOA Wealth Advisors
New York
$589K +$2.49K +82 +0.4%
NR
717
Newfound Research
Massachusetts
$585K -$101K -3,325 -15%
BSW
718
Buckingham Strategic Wealth
Missouri
$585K +$18.1K +595 +3%
ACI
719
Alpha Cubed Investments
California
$584K -$72.3K -2,381 -11%
IGWM
720
ICA Group Wealth Management
Colorado
$584K +$13.1K +432 +2%
WPC
721
Wedmont Private Capital
Pennsylvania
$583K +$36.4K +1,200 +7%
HFS
722
Horizon Financial Services
North Carolina
$580K +$28.2K +931 +5%
BFA
723
Beaumont Financial Advisors
Massachusetts
$579K +$22.5K +742 +4%
GEM
724
Global Endowment Management
North Carolina
$578K – – –
CWM
725
Collaborative Wealth Management
Florida
$576K -$214K -7,041 -27%
27 28
29
30 31