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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 %
GEM
751
Global Endowment Management
North Carolina
$716K – – –
E
752
ETFidea
New York
$714K -$42K -1,116 -6%
DWP
753
Destiny Wealth Partners
Florida
$711K – – –
RBFC
754
Roman Butler Fullerton & Co
Missouri
$709K +$427K +11,040 +151%
FTA
755
Financial & Tax Architects
Missouri
$709K -$158K -4,203 -18%
CA
756
Crewe Advisors
Utah
$708K – – –
PIA
757
Perennial Investment Advisors
California
$706K -$351K -9,337 -33%
AWE
758
Avidian Wealth Enterprises
Texas
$705K -$218K -5,806 -24%
Empower Advisory Group
759
Empower Advisory Group
Colorado
$703K -$24.2K -643 -3%
GAA
760
Global Assets Advisory
Florida
$702K -$24.8K -658 -3%
Jones Financial Companies
761
Jones Financial Companies
Missouri
$697K -$164K -4,354 -19%
CIM
762
Contravisory Investment Management
Massachusetts
$696K -$1.81K -48 -0.3%
BCG
763
Breakwater Capital Group
New Jersey
$696K +$35.9K +943 +5%
WPW
764
Waldron Private Wealth
Pennsylvania
$692K -$508K -13,515 -42%
CSPAM
765
Cary Street Partners Asset Management
Virginia
$688K -$92.9K -2,470 -12%
AF
766
Advisornet Financial
Minnesota
$684K -$62.7K -1,667 -8%
TPI
767
Trust Point Inc
Wisconsin
$683K +$683K +18,174 New
AWM
768
Axxcess Wealth Management
California
$680K +$680K +18,090 New
EWA
769
EverSource Wealth Advisors
Alabama
$676K -$135K -3,587 -17%
COCM
770
Charter Oak Capital Management
New Hampshire
$676K +$319K +8,490 +90%
BF
771
BOK Financial
Oklahoma
$675K -$210K -5,580 -24%
JF
772
JSF Financial
California
$675K +$675K +17,943 New
Koshinski Asset Management
773
Koshinski Asset Management
Illinois
$672K +$96K +2,553 +17%
CWM
774
Connecticut Wealth Management
Connecticut
$665K +$150 +4 +0%
WIA
775
World Investment Advisors
California
$663K +$663K +17,622 New
29 30
31
32 33