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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 %
WAP
726
Wealthcare Advisory Partners
Pennsylvania
$1.53M +$563K +11,639 +58%
EFS
727
Essex Financial Services
Connecticut
$1.53M -$6.57K -136 -0.4%
FGWP
728
Founders Grove Wealth Partners
Virginia
$1.53M +$1.53M +31,568 New
RWA
729
Roberts Wealth Advisors
California
$1.52M +$177K +3,571 +13%
CWM
730
Circle Wealth Management
New Jersey
$1.51M +$293K +6,069 +24%
TVM
731
True Vision MN
Minnesota
$1.5M +$1.5M +30,943 New
PWA
732
PCG Wealth Advisors
Kansas
$1.49M +$1.49M +30,876 New
PP
733
Patten & Patten
Tennessee
$1.49M -$33.8K -700 -2%
CHJWM
734
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.49M -$15.5K -299 -1%
AF
735
Arrow Financial
New York
$1.49M -$45.2K -935 -3%
PI
736
PFG Investments
New York
$1.48M +$76.4K +1,581 +5%
HCM
737
Hollencrest Capital Management
California
$1.48M +$15.5K +320 +1%
HHRDM
738
H&H Retirement Design & Management
Nevada
$1.47M -$78.4K -1,544 -5%
NB
739
NBT Bank
New York
$1.46M -$3.19K -66 -0.2%
CCAL
740
City Center Advisors LLC
Michigan
$1.46M +$351K +7,270 +32%
LP
741
LGL Partners
Pennsylvania
$1.46M +$24.2K +500 +2%
EWM
742
EPG Wealth Management
Georgia
$1.45M -$338K -6,993 -19%
GEA
743
Glen Eagle Advisors
New Jersey
$1.45M +$84.8K +1,755 +6%
FDP
744
Financiere des Professionnels
Quebec, Canada
$1.45M +$1.45M +30,000 New
NCM
745
Next Capital Management
New York
$1.44M – – –
Kovitz Investment Group Partners
746
Kovitz Investment Group Partners
Illinois
$1.44M -$15K -310 -1%
PSCM
747
Per Stirling Capital Management
Texas
$1.42M +$72.5K +1,501 +5%
LBC
748
Lowe Brockenbrough & Co
Virginia
$1.42M – – –
CFSG
749
Clark Financial Services Group
Missouri
$1.42M +$1.42M +29,357 New
Mirae Asset Global Investments
750
Mirae Asset Global Investments
South Korea
$1.41M -$337K -6,990 -19%
28 29
30
31 32