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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 %
S
826
SignatureFD
Georgia
$438K +$182 +6 +0%
KJWM
827
Kiley Juergens Wealth Management
Washington
$436K +$61 +2 +0%
RWA
828
River Wealth Advisors
Pennsylvania
$433K -$113K -3,720 -21%
SBL
829
Sargent Bickham Lagudis
Colorado
$433K -$14.7K -483 -3%
WIM
830
Westside Investment Management
California
$432K +$3.58K +673 +0.8%
VCM
831
Vivaldi Capital Management
Illinois
$431K +$109K +3,534 +34%
TA
832
TruWealth Advisors
Louisiana
$430K -$26.4K -870 -6%
OSAM
833
O'Shaughnessy Asset Management
Connecticut
$427K +$282K +9,272 +194%
SAM
834
Sawgrass Asset Management
Florida
$425K -$10.8K -357 -2%
BA
835
Ballew Advisors
Mississippi
$422K -$2.37K -77 -0.6%
STA
836
Summit Trail Advisors
New York
$419K -$7.13K -235 -2%
BL
837
BFSG LLC
California
$418K +$86.4K +2,843 +26%
VNA
838
Valley National Advisers
Pennsylvania
$417K +$320K +9,909 +331%
SWP
839
Strategic Wealth Partners
Ohio
$416K +$416K +13,692 New
BWG
840
Beta Wealth Group
California
$415K -$2.48M -81,540 -86%
CIA
841
Choate Investment Advisors
Massachusetts
$415K -$115K -3,795 -22%
PA
842
Procyon Advisors
Connecticut
$412K -$159K -5,241 -28%
GPA
843
Guidance Point Advisors
Massachusetts
$411K +$2.15K +71 +0.5%
PWP
844
Pursue Wealth Partners
California
$410K – – –
AIM
845
Acropolis Investment Management
Missouri
$406K +$243 +8 +0.1%
HGERS
846
Householder Group Estate & Retirement Specialist
Arizona
$404K -$43K -1,419 -10%
HCM
847
HMS Capital Management
Tennessee
$404K +$25.8K +849 +7%
OIA
848
Optimum Investment Advisors
Illinois
$402K -$9.1K -300 -2%
SYBT
849
Stock Yards Bank & Trust
Kentucky
$401K -$33.9K -1,115 -8%
GG
850
Gofen & Glossberg
Illinois
$401K -$31.7K -1,043 -7%
32 33
34
35 36