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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

986 hedge funds and large institutions have $14.3B invested in Financial Select Sector SPDR Fund in 2019 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 250 increasing their positions, 486 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
+10
Holders Change %
+1.02%
% of All Funds
21.66%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.34%
New
86
Increased
250
Reduced
486
Closed
67
Calls
$1.68B
Puts
$5.02B
Net Calls
-$3.35B
Net Calls Change
-$453M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$280M
2
PP
Paloma Partners
Connecticut
+$235M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$72.8M
4
AS
Altshuler Shaham
Israel
+$64.5M
5
OAC
OMERS Administration Corp
Ontario, Canada
+$63M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.17B
2
CM
Churchill Management
California
-$169M
3
Citigroup
Citigroup
New York
-$135M
4
Franklin Resources
Franklin Resources
California
-$109M
5
Deutsche Bank
Deutsche Bank
Germany
-$90.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
726
Avidian Wealth Enterprises
Texas
$282K -$3.79M -135,218 -93%
AIM
727
Aspen Investment Management
Michigan
$282K -$18.9K -675 -6%
HFA
728
High Falls Advisors
New York
$280K -$7.1K -254 -2%
YIA
729
YHB Investment Advisors
Connecticut
$279K +$34K +1,215 +14%
RIM
730
Rampart Investment Management
Connecticut
$277K +$277K +9,879 New
WVP
731
Worth Venture Partners
New Jersey
$274K -$147K -5,255 -35%
STA
732
Summit Trail Advisors
New York
$274K -$120K -4,267 -30%
LWM
733
Lyons Wealth Management
Florida
$274K -$10.7K -380 -4%
HCM
734
Hollencrest Capital Management
California
$274K – – –
EW
735
Evoke Wealth
California
$274K +$274K +9,782 New
BPM
736
Bowling Portfolio Management
Ohio
$273K -$44.9K -1,604 -14%
VIM
737
Vista Investment Management
Pennsylvania
$271K -$8.24K -294 -3%
S
738
SignatureFD
Georgia
$270K -$56.1K -2,003 -17%
BPA
739
Beacon Pointe Advisors
California
$270K +$24.5K +871 +10%
BSA
740
Braun Stacey Associates
New York
$267K -$6.45K -230 -2%
AMG
741
Asset Management Group
Connecticut
$267K +$953 +34 +0.4%
VC
742
Vicus Capital
Pennsylvania
$264K -$13.1K -466 -5%
LFPWM
743
Leicht Financial Planning & Wealth Management
New Jersey
$263K +$263K +9,381 New
AWA
744
ARS Wealth Advisors
Florida
$260K -$44.2K -1,579 -15%
CIAS
745
Capital Investment Advisory Services
North Carolina
$259K -$23.3K -834 -8%
PCM
746
Parsons Capital Management
Rhode Island
$257K -$4.89K -175 -2%
BL
747
BFSG LLC
California
$256K -$19.6K -700 -7%
TVAMP
748
Tennessee Valley Asset Management Partners
Tennessee
$256K +$9.4K +336 +4%
NL
749
NWAM LLC
Washington
$255K +$21.6K +770 +9%
FA
750
Faithward Advisors
Pennsylvania
$254K +$254K +9,087 New
28 29
30
31 32