XLF icon

Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,299 hedge funds and large institutions have $18.5B invested in Financial Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 442 increasing their positions, 583 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
-69
Holders Change %
-5.04%
% of All Funds
22.46%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.07%
New
75
Increased
442
Reduced
583
Closed
123
Calls
$4.09B
Puts
$6.75B
Net Calls
-$2.66B
Net Calls Change
-$435M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$476M
2
Bessemer Group
Bessemer Group
New Jersey
+$343M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$273M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$199M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$182M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$288M
2
Morgan Stanley
Morgan Stanley
New York
-$256M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$192M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$179M
5
UBS Group
UBS Group
Switzerland
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
801
Stevard LLC
Illinois
$465K +$465K +15,319 New
VCM
802
Viewpoint Capital Management
Washington
$463K – – –
HWMA
803
Heritage Wealth Management (Arizona)
Arizona
$462K -$36K -1,187 -7%
HVP
804
Hudson Value Partners
Florida
$462K -$4.89K -161 -1%
GWS
805
Glassman Wealth Services
Virginia
$462K – – –
HBW
806
Hazlett, Burt & Watson
West Virginia
$461K +$1.46K +48 +0.3%
BCM
807
Bourgeon Capital Management
Connecticut
$459K – – –
BWM
808
Baystate Wealth Management
Massachusetts
$459K +$11.1K +367 +2%
LA
809
Lynch & Associates
Indiana
$458K – – –
NCM
810
Newfoundland Capital Management
Brazil
$455K +$455K +15,000 New
KWM
811
Kaydan Wealth Management
Michigan
$455K – – –
AWA
812
Alta Wealth Advisors
Massachusetts
$454K -$15K -493 -3%
PCS
813
Personal CFO Solutions
New Jersey
$453K +$30.2K +997 +7%
CIA
814
Cladis Investment Advisory
Montana
$453K +$50.3K +1,656 +12%
TCOO
815
Trust Company of Oklahoma
Oklahoma
$453K +$668 +22 +0.1%
ASFA
816
All Season Financial Advisors
Colorado
$450K +$450K +14,835 New
AWS
817
AJ Wealth Strategies
New York
$448K – – –
LIM
818
Loudon Investment Management
New Hampshire
$448K – – –
LCS
819
Levin Capital Strategies
New York
$446K – – –
AG
820
Ascent Group
Virginia
$446K +$9.3K +274 +2%
BC
821
Bartlett & Co
Ohio
$445K -$327K -10,753 -42%
BCWM
822
Bartlett & Co Wealth Management
Ohio
$445K -$326K -10,753 -42%
JIR
823
James Investment Research
Ohio
$444K -$42.3K -1,393 -9%
VCA
824
Verdence Capital Advisors
Maryland
$444K +$40.2K +1,326 +10%
SIM
825
Sterling Investment Management
Arizona
$443K -$21.6K -711 -5%
31 32
33
34 35