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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,502 hedge funds and large institutions have $28.7B invested in Financial Select Sector SPDR Fund in 2021 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 661 increasing their positions, 398 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
+155
Holders Change %
+11.51%
% of All Funds
23.2%
Holding in Top 10
85
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.25%
% of All Funds
1.31%
New
264
Increased
661
Reduced
398
Closed
86
Calls
$4.61B
Puts
$9.07B
Net Calls
-$4.46B
Net Calls Change
-$358M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$975M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$564M
3
WA
WestEnd Advisors
North Carolina
+$234M
4
Korea Investment Corp
Korea Investment Corp
South Korea
+$191M
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$148M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.07B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$380M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$373M
4
Goldman Sachs
Goldman Sachs
New York
-$228M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFG
751
V2 Financial group
Illinois
$922K +$167K +4,277 +22%
CIC
752
Chilton Investment Company
Connecticut
$918K – – –
FBFS
753
First Business Financial Services
Wisconsin
$917K – – –
IIM
754
InTrack Investment Management
Vermont
$917K +$78.5K +2,010 +9%
CFD
755
Creative Financial Designs
Indiana
$917K +$140K +3,595 +18%
JCM
756
Jacobi Capital Management
Pennsylvania
$907K +$24.3K +622 +3%
CG
757
Colony Group
Massachusetts
$904K +$56.8K +1,454 +7%
PAM
758
Private Asset Management
California
$888K +$5.16K +132 +0.6%
BCP
759
Berkeley Capital Partners
Georgia
$883K +$120K +3,076 +16%
GLA
760
Good Life Advisors
Pennsylvania
$881K +$257K +6,569 +41%
SS
761
Simplicity Solutions
Minnesota
$880K -$384K -9,822 -30%
LP
762
LGL Partners
Pennsylvania
$878K +$4.18K +107 +0.5%
LNWWM
763
Laird Norton Wetherby Wealth Management
California
$878K +$54.8K +1,403 +7%
NWMG
764
National Wealth Management Group
Ohio
$876K +$876K +22,429 New
BWM
765
BNC Wealth Management
Oregon
$869K +$869K +22,245 New
VA
766
Valmark Advisers
Ohio
$868K +$61.3K +1,571 +8%
ACP
767
Arcus Capital Partners
Georgia
$861K +$46.1K +1,180 +6%
PA
768
Parallel Advisors
California
$859K +$5.97K +153 +0.7%
CCMD
769
Cypress Capital Management (Delaware)
Delaware
$849K -$11.4K -291 -1%
Wealth Enhancement Advisory Services
770
Wealth Enhancement Advisory Services
Minnesota
$849K +$56.2K +1,430 +7%
HG
771
Herbst Group
Connecticut
$844K +$844K +21,620 New
HSA
772
HBK Sorce Advisory
Pennsylvania
$842K +$3.44K +88 +0.4%
SFG
773
Summit Financial Group
West Virginia
$839K +$131K +3,345 +18%
NGA
774
Naples Global Advisors
Florida
$830K – – –
CRWM
775
Castle Rock Wealth Management
California
$824K +$824K +21,563 New
29 30
31
32 33