XLF icon

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 %
MBT
726
Montecito Bank & Trust
California
$768K -$243K -6,450 -24%
VI
727
VanderPol Investments
Michigan
$765K +$765K +20,340 New
SWA
728
Sax Wealth Advisors
New Jersey
$764K -$23.9K -635 -3%
BA
729
Brightwater Advisory
Florida
$764K +$764K +20,309 New
PA
730
Parkside Advisors
California
$763K – – –
SWMP
731
Signature Wealth Management Partners
New Jersey
$761K +$261K +6,952 +52%
DGAM
732
Desjardins Global Asset Management
Quebec, Canada
$759K -$182K -4,853 -19%
OWA
733
Octavia Wealth Advisors
Ohio
$757K +$49K +1,302 +7%
FW
734
FirstPurpose Wealth
Utah
$755K -$827 -22 -0.1%
MWAM
735
Manhattan West Asset Management
California
$755K -$488K -12,988 -39%
HCM
736
Hollencrest Capital Management
California
$755K – – –
PWP
737
Pursue Wealth Partners
California
$752K -$69.6K -1,850 -8%
AFS
738
Aft Forsyth & Sober
Florida
$752K – – –
TVAMP
739
Tennessee Valley Asset Management Partners
Tennessee
$751K +$371K +9,879 +98%
SFP
740
Sweet Financial Partners
Minnesota
$750K – – –
IA
741
IFP Advisors
Florida
$745K -$1.39M -36,920 -65%
HWA
742
Hillcrest Wealth Advisors
New Jersey
$743K -$1.62M -43,205 -69%
ACI
743
Alpha Cubed Investments
California
$741K +$485K +12,897 +190%
SCM
744
Sterneck Capital Management
Missouri
$732K -$102K -2,706 -12%
PFBT
745
Parkside Financial Bank & Trust
Missouri
$731K +$32.1K +855 +5%
MCM
746
MV Capital Management
Maryland
$729K +$23.1K +615 +3%
SWA
747
SOA Wealth Advisors
New York
$726K +$226 +6 +0%
TMWM
748
Taylor & Morgan Wealth Management
Michigan
$722K +$22.9K +608 +3%
FWP
749
Falcon Wealth Planning
California
$719K +$49.7K +1,323 +7%
IIA
750
IPG Investment Advisors
California
$719K -$127K -3,384 -15%
28 29
30
31 32