XLF icon

Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,756 hedge funds and large institutions have $36.9B invested in Financial Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 748 increasing their positions, 467 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+180
Holders Change %
+11.42%
% of All Funds
23.37%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.34%
New
293
Increased
748
Reduced
467
Closed
80
Calls
$14.6B
Puts
$18.3B
Net Calls
-$3.68B
Net Calls Change
+$2.69B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$922M
2
Bank of America
Bank of America
North Carolina
+$903M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$330M
4
Citigroup
Citigroup
New York
+$290M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.24B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$499M
3
Barclays
Barclays
United Kingdom
-$306M
4
AOI
Auto-Owners Insurance
Michigan
-$190M
5
MCM
MKP Capital Management
New York
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
701
Cladis Investment Advisory
Montana
$1.6M +$48.4K +1,001 +3%
DIP
702
DT Investment Partners
Pennsylvania
$1.6M +$21.8K +451 +1%
CI
703
CX Institutional
Indiana
$1.59M -$99.9K -2,068 -6%
AIFAIM
704
American Institute for Advanced Investment Management
Arizona
$1.58M +$384K +7,945 +32%
CG
705
Caprock Group
Idaho
$1.57M +$985K +20,389 +168%
CCC
706
Compass Capital Corp
Massachusetts
$1.57M +$1.57M +30,991 New
TI
707
Tidal Investments
Wisconsin
$1.57M -$802K -16,599 -34%
PP
708
PFS Partners
New Jersey
$1.57M -$5.59M -115,587 -78%
MGIA
709
Moneta Group Investment Advisors
Missouri
$1.56M +$149K +3,080 +11%
EWA
710
EverSource Wealth Advisors
Alabama
$1.56M +$432K +8,940 +38%
SAM
711
SP Asset Management
California
$1.56M +$6.24K +129 +0.4%
PT
712
Plimoth Trust
Massachusetts
$1.56M -$21.2K -438 -1%
MFIM
713
Mesirow Financial Investment Management
Illinois
$1.56M +$21.4K +442 +1%
CA
714
CWC Advisors
Oregon
$1.55M +$33K +682 +2%
CV
715
Counterweight Ventures
North Carolina
$1.55M +$20.5K +425 +1%
OCM
716
One Capital Management
California
$1.55M -$1.19M -24,534 -43%
ZI
717
ZEGA Investments
Florida
$1.55M +$1.55M +30,392 New
CWA
718
Clarity Wealth Advisors
California
$1.54M -$195K -4,044 -11%
FPAS
719
Focus Partners Advisor Solutions
Missouri
$1.54M +$443K +9,173 +40%
EW
720
Evoke Wealth
California
$1.54M +$132K +2,737 +9%
LA
721
LM Advisors
California
$1.54M +$181K +3,741 +13%
SP
722
Successful Portfolios
Florida
$1.54M +$2.32K +48 +0.2%
LGW
723
Leslie Global Wealth
Illinois
$1.54M -$30.7K -635 -2%
PWP
724
Pursue Wealth Partners
California
$1.53M +$290K +6,001 +23%
SIA
725
Soltis Investment Advisors
Utah
$1.53M +$64.3K +1,331 +4%
27 28
29
30 31