XLF icon

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 %
IP
801
Investment Partners
Ohio
$613K -$7.9K -210 -1%
R
802
Rebalance
California
$610K +$610K +16,222 New
IPAM
803
Investment Partners Asset Management
New Jersey
$609K +$609K +16,184 New
MCC
804
Money Concepts Capital
Florida
$608K +$181K +4,810 +42%
IGWM
805
ICA Group Wealth Management
Colorado
$606K +$44.9K +1,195 +8%
LA
806
Lynch & Associates
Indiana
$604K – – –
AIA
807
Ally Invest Advisors
North Carolina
$604K +$67.7K +1,800 +13%
1IA
808
1834 Investment Advisors
Wisconsin
$602K – – –
RIA
809
Regal Investment Advisors
Michigan
$602K +$177K +4,706 +42%
NWA
810
Navis Wealth Advisors
New York
$602K -$31.2K -831 -5%
APP
811
Avantax Planning Partners
Iowa
$600K – – –
PIA
812
Powell Investment Advisors
Florida
$600K +$978 +26 +0.2%
WFAG
813
Worth Financial Advisory Group
North Carolina
$599K -$4.93K -131 -0.8%
LWM
814
Lyell Wealth Management
California
$599K +$88.1K +2,344 +17%
BCM
815
Bourgeon Capital Management
Connecticut
$593K – – –
PJWM
816
Philip James Wealth Mangement
Georgia
$588K +$588K +15,641 New
TFA
817
Teamwork Financial Advisors
Texas
$586K +$74.3K +1,977 +15%
AFO
818
Allie Family Office
Florida
$585K -$18.8K -500 -3%
CFB
819
Cullen/Frost Bankers
Texas
$585K -$8.08K -215 -1%
AIM
820
Acropolis Investment Management
Missouri
$583K +$188 +5 +0%
ATC
821
Argent Trust Co
Tennessee
$580K -$189K -5,015 -25%
CIAS
822
Capital Investment Advisory Services
North Carolina
$580K +$35.9K +955 +7%
PWP
823
Principle Wealth Partners
Connecticut
$579K +$2.97K +79 +0.5%
CDH
824
Charles D. Hyman
$575K – – –
FEM
825
Fulcrum Equity Management
Texas
$575K -$71.2K -1,893 -11%
31 32
33
34 35