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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,353 hedge funds and large institutions have $20.5B invested in Financial Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 482 increasing their positions, 572 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
-87
Holders Change %
-6.04%
% of All Funds
21.65%
Holding in Top 10
67
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.29%
% of All Funds
1.07%
New
115
Increased
482
Reduced
572
Closed
170
Calls
$4.95B
Puts
$7.3B
Net Calls
-$2.35B
Net Calls Change
+$1.19B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.9B
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$431M
3
MMH
Menora Mivtachim Holdings
Israel
+$334M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$312M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$118M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$635M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$634M
3
UBS Group
UBS Group
Switzerland
-$559M
4
CWM
CIBC World Markets
New York
-$380M
5
MCM
MKP Capital Management
New York
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
751
SOA Wealth Advisors
New York
$617K +$2.32K +72 +0.4%
CG
752
Colony Group
Massachusetts
$617K -$4.95M -153,882 -89%
RIA
753
RPG Investment Advisory
California
$617K -$4.98K -155 -0.8%
GEM
754
Global Endowment Management
North Carolina
$612K – – –
TCM
755
Tuttle Capital Management
Connecticut
$604K – – –
TMWM
756
Taylor & Morgan Wealth Management
Michigan
$602K -$3.31K -103 -0.5%
SCM
757
Sebold Capital Management
Illinois
$600K +$125K +3,896 +26%
CMI
758
Clare Market Investments
Texas
$600K -$246K -7,657 -29%
NFC
759
Northeast Financial Consultants
Connecticut
$599K -$221K -6,886 -27%
HCM
760
Hollencrest Capital Management
California
$597K -$134K -4,182 -18%
CWA
761
Clearview Wealth Advisors
Oregon
$596K +$573K +17,811 +2,407%
PCA
762
Pallas Capital Advisors
Massachusetts
$594K -$60.8K -1,835 -9%
OWA
763
Octavia Wealth Advisors
Ohio
$592K – – –
GIM
764
Goelzer Investment Management
Indiana
$590K +$29.2K +909 +5%
LP
765
LGL Partners
Pennsylvania
$588K +$43K +1,338 +8%
AAMC
766
Asset Allocation & Management Company
Illinois
$579K – – –
HFW
767
Horizon Family Wealth
Illinois
$578K +$46.5K +1,447 +9%
ESCM
768
Echo Street Capital Management
New York
$577K -$613K -19,061 -51%
KIG
769
Kessler Investment Group
Indiana
$577K +$121K +3,768 +27%
CAG
770
Csenge Advisory Group
Florida
$574K -$49.2K -1,529 -8%
BSA
771
Braun Stacey Associates
New York
$574K +$320K +9,940 +126%
FWP
772
Falcon Wealth Planning
California
$574K -$8.91K -277 -2%
WFAG
773
Worth Financial Advisory Group
North Carolina
$573K -$23.5K -732 -4%
MWAM
774
Manhattan West Asset Management
California
$570K -$616K -19,148 -52%
HBW
775
Hazlett, Burt & Watson
West Virginia
$567K +$3.22K +100 +0.6%
29 30
31
32 33