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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 %
HWA
776
Heritage Wealth Advisors
Virginia
$564K – – –
PG
777
Proffitt & Goodson
Tennessee
$563K -$260K -8,072 -32%
CWM
778
Connecticut Wealth Management
Connecticut
$563K +$563K +17,511 New
GLA
779
Good Life Advisors
Pennsylvania
$562K +$145K +4,519 +35%
MA
780
MKT Advisors
California
$562K +$319 +10 +0.1%
OSAM
781
O'Shaughnessy Asset Management
Connecticut
$560K +$46.6K +1,448 +9%
BFA
782
Beaumont Financial Advisors
Massachusetts
$559K – – –
PCP
783
Proficio Capital Partners
Massachusetts
$558K – – –
CCWM
784
Cassaday & Co Wealth Management
Virginia
$558K +$41.4K +1,287 +8%
WCM
785
WealthBridge Capital Management
Ohio
$555K +$59.4K +1,847 +12%
RA
786
Riversedge Advisors
Delaware
$554K +$2.77K +86 +0.5%
MWA
787
Meridian Wealth Advisors
Texas
$551K +$38.8K +1,206 +8%
LSAG
788
Lake Street Advisors Group
New Hampshire
$551K -$322 -10 -0.1%
ACG
789
Allen Capital Group
Nebraska
$544K +$544K +16,933 New
GBT
790
Grove Bank & Trust
Florida
$543K – – –
BCM
791
Becker Capital Management
Oregon
$541K +$541K +16,828 New
NWA
792
Navis Wealth Advisors
New York
$541K +$611 +19 +0.1%
ACP
793
Arcus Capital Partners
Georgia
$539K +$1.22K +38 +0.2%
GIM
794
Grassi Investment Management
California
$538K +$31K +963 +6%
PPP
795
Private Portfolio Partners
New Jersey
$537K -$37.2K -1,158 -6%
TNB
796
Thomasville National Bank
Georgia
$536K +$5.92K +184 +1%
HVP
797
Hudson Value Partners
Florida
$534K +$27.2K +845 +5%
APP
798
Avantax Planning Partners
Iowa
$533K +$13.7K +425 +3%
IP
799
Investment Partners
Ohio
$531K – – –
KFP
800
KMG Fiduciary Partners
Ohio
$530K -$109K -3,392 -17%
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32
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