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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 %
BSW
776
Buckingham Strategic Wealth
Missouri
$662K -$35.5K -943 -5%
AFG
777
Atomi Financial Group
New York
$660K -$330K -8,785 -33%
BB
778
Burford Brothers
Texas
$659K +$659K +17,538 New
GP
779
Girard Partners
Pennsylvania
$658K +$315K +8,379 +92%
GIM
780
Goelzer Investment Management
Indiana
$655K -$1.58K -42 -0.2%
RA
781
Riversedge Advisors
Delaware
$654K – – –
PIWA
782
Prevail Innovative Wealth Advisors
Kansas
$653K +$653K +17,375 New
NEWAS
783
N.E.W. Advisory Services
Wisconsin
$649K -$16.2K -430 -2%
SDAM
784
Shulman DeMeo Asset Management
New York
$647K +$235K +6,244 +57%
CAG
785
Csenge Advisory Group
Florida
$647K -$204K -5,418 -24%
CT
786
Coastline Trust
Rhode Island
$646K -$33.6K -893 -5%
SCM
787
Steele Capital Management
Iowa
$642K +$642K +17,069 New
CC
788
Constitution Capital
Connecticut
$640K -$171K -4,550 -21%
SC
789
SouthState Corp
Florida
$640K -$37.3K -993 -6%
WIC
790
Woodmont Investment Counsel
Tennessee
$636K -$588K -15,625 -48%
HWA
791
Heritage Wealth Advisors
Virginia
$636K – – –
LCM
792
Lunt Capital Management
Utah
$633K +$633K +16,844 New
GAG
793
Goodman Advisory Group
Massachusetts
$631K +$631K +16,782 New
TNB
794
Thomasville National Bank
Georgia
$630K -$7.75K -206 -1%
QCM
795
QRG Capital Management
Illinois
$625K +$625K +16,634 New
CCM
796
Chilton Capital Management
Texas
$624K -$82.5K -2,195 -12%
CCWM
797
Cassaday & Co Wealth Management
Virginia
$623K +$18.7K +497 +3%
PVH
798
Psagot Value Holdings
Israel
$622K +$234K +6,214 +61%
AAS
799
Annex Advisory Services
Wisconsin
$622K +$622K +16,536 New
AG
800
Ascent Group
Virginia
$617K +$617K +15,704 New
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