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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 %
CWM
801
Circle Wealth Management
New Jersey
$530K -$24.8K -772 -4%
FNC
802
First National Corp
Massachusetts
$527K -$112K -3,485 -18%
AFO
803
Allie Family Office
Florida
$526K +$107K +3,326 +25%
CWM
804
Collaborative Wealth Management
Florida
$525K -$157K -4,885 -23%
SBH
805
Segall Bryant & Hamill
Illinois
$521K -$12.9K -400 -2%
AIFAIM
806
American Institute for Advanced Investment Management
Arizona
$519K -$99.4K -3,450 -16%
PFO
807
Pathstone Family Office
New Jersey
$519K -$742K -23,089 -59%
1IA
808
1834 Investment Advisors
Wisconsin
$515K – – –
BAM
809
Brave Asset Management
New Jersey
$512K -$31.1K -966 -6%
KWM
810
Kaydan Wealth Management
Michigan
$511K – – –
GCP
811
GSA Capital Partners
United Kingdom
$510K +$510K +15,871 New
IAG
812
Investment Advisory Group
Massachusetts
$510K +$9.29K +289 +2%
LWP
813
Lumature Wealth Partners
Georgia
$508K -$23.1K -720 -4%
PAM
814
Private Asset Management
California
$506K -$19.8K -615 -4%
PWS
815
Private Wealth Strategies
Ohio
$505K +$24.1K +750 +5%
SFC
816
Strategic Financial Concepts
Texas
$504K +$504K +15,679 New
WAS
817
Wealth Advisory Solutions
Indiana
$502K -$1.52M -47,326 -75%
WIA
818
Westbourne Investment Advisors
Maryland
$501K +$105K +3,259 +26%
MWA
819
Monograph Wealth Advisors
California
$501K – – –
WSTAM
820
Wilbanks Smith & Thomas Asset Management
Virginia
$499K +$59.5K +1,851 +14%
TCOO
821
Trust Company of Oklahoma
Oklahoma
$499K -$18.1K -563 -4%
SWMP
822
Signature Wealth Management Partners
New Jersey
$498K -$119K -3,694 -19%
GWS
823
Glassman Wealth Services
Virginia
$497K +$6.88K +214 +1%
ECA
824
Elevated Capital Advisors
Utah
$496K -$21.4K -666 -4%
BWM
825
Baystate Wealth Management
Massachusetts
$494K +$5.21K +162 +1%
31 32
33
34 35