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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 %
CIP
701
Capital Insight Partners
Arizona
$836K -$940 -25 -0.1%
HSA
702
HBK Sorce Advisory
Pennsylvania
$827K +$2.93K +78 +0.4%
BWM
703
BNC Wealth Management
Oregon
$821K +$821K +21,832 New
IP
704
Intellectus Partners
California
$817K +$102K +2,704 +14%
NFSG
705
Newbridge Financial Services Group
Florida
$816K -$77.9K -2,073 -9%
OSAM
706
O'Shaughnessy Asset Management
Connecticut
$815K -$134K -3,556 -14%
MA
707
MKT Advisors
California
$810K +$125K +3,317 +18%
ACA
708
Aptus Capital Advisors
Alabama
$803K -$185K -4,925 -19%
EFS
709
Econ Financial Services
Pennsylvania
$802K -$1.47K -39 -0.2%
KLCM
710
KG&L Capital Management
Louisiana
$800K +$5.11K +136 +0.6%
CA
711
Calton & Associates
Florida
$799K +$532K +14,137 +199%
VFG
712
V2 Financial group
Illinois
$791K -$59K -1,568 -7%
GFPC
713
Global Financial Private Client
Florida
$791K -$50.6K -1,345 -6%
WIA
714
Westbourne Investment Advisors
Maryland
$791K -$301 -8 -0%
HL
715
HeadInvest LLC
Maine
$789K – – –
WB
716
WesBanco Bank
West Virginia
$788K – – –
BFA
717
Beaumont Financial Advisors
Massachusetts
$787K +$39.1K +1,041 +5%
WB
718
Webster Bank
Connecticut
$785K +$271K +7,206 +53%
GWSG
719
GPS Wealth Strategies Group
Colorado
$781K -$636K -16,903 -45%
TSWM
720
Tyler-Stone Wealth Management
Ohio
$776K -$23.6K -628 -3%
BWP
721
Balboa Wealth Partners
Arizona
$774K -$40.2K -1,069 -5%
PFA
722
Pettinga Financial Advisors
Indiana
$774K +$276K +7,350 +56%
AWM
723
Accel Wealth Management
Iowa
$773K +$2.9K +77 +0.4%
FG
724
Fiduciary Group
Georgia
$771K +$771K +20,515 New
AWM
725
Apollon Wealth Management
South Carolina
$771K +$58.8K +1,565 +8%
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29
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