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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,488 hedge funds and large institutions have $28.2B invested in Financial Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 584 increasing their positions, 535 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,488
Holders Change
-22
Holders Change %
-1.46%
% of All Funds
21.64%
Holding in Top 10
72
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.29%
% of All Funds
1.05%
New
130
Increased
584
Reduced
535
Closed
126
Calls
$8.01B
Puts
$12.2B
Net Calls
-$4.14B
Net Calls Change
+$1.89B

Top Buyers

1
Barclays
Barclays
United Kingdom
+$369M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$363M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$329M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$309M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$214M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$505M
2
CWM
CIBC World Markets
New York
-$484M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$450M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$265M
5
UBS Group
UBS Group
Switzerland
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
751
Falcon Wealth Planning
California
$822K +$26.7K +650 +3%
HL
752
HeadInvest LLC
Maine
$821K -$22K -534 -3%
WSCM
753
Wellington Shields Capital Management
New York
$820K +$24.7K +601 +3%
DWM
754
Diversify Wealth Management
Utah
$820K +$820K +20,078 New
CC
755
Constitution Capital
Connecticut
$819K +$91.6K +2,229 +13%
ATS
756
Ashton Thomas Securities
New York
$816K +$816K +19,111 New
ECM
757
Evergreen Capital Management
Washington
$809K +$514K +12,500 +174%
CWM
758
Circle Wealth Management
New Jersey
$806K +$396K +9,639 +97%
KWA
759
Kingswood Wealth Advisors
California
$799K +$50.5K +1,228 +7%
GAM
760
Gotham Asset Management
New York
$794K +$794K +19,302 New
PCS
761
Personal CFO Solutions
New Jersey
$791K -$17.6K -429 -2%
SWA
762
SOA Wealth Advisors
New York
$789K -$6.87K -167 -0.9%
FAM
763
Family Asset Management
South Carolina
$785K +$473K +11,502 +151%
GEM
764
Global Endowment Management
North Carolina
$782K – – –
HNB
765
Hilltop National Bank
Wyoming
$779K – – –
CW
766
CreativeOne Wealth
Kansas
$779K -$1.3M -31,605 -63%
MCM
767
MV Capital Management
Maryland
$775K -$5.14K -125 -0.7%
9WM
768
9258 Wealth Management
Ohio
$769K +$170K +4,145 +28%
TC
769
TownSquare Capital
Utah
$769K +$169K +4,108 +28%
PFA
770
Pettinga Financial Advisors
Indiana
$765K -$74K -1,799 -9%
WPW
771
Waldron Private Wealth
Pennsylvania
$757K – – –
PWM
772
Penobscot Wealth Management
Maine
$756K -$50.7K -1,221 -6%
IAG
773
Investment Advisory Group
Massachusetts
$749K -$102K -2,485 -12%
ZF
774
Zega Financial
Florida
$748K +$748K +18,188 New
TPI
775
Trust Point Inc
Wisconsin
$747K – – –
29 30
31
32 33