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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 %
SL
826
Stevard LLC
Illinois
$493K – – –
KSWA
827
Kathleen S. Wright Associates
Pennsylvania
$492K -$21.1K -656 -4%
SFM
828
Spartan Fund Management
Canada
$492K +$492K +15,300 New
CDH
829
Charles D. Hyman
$491K +$161K +5,000 +49%
TPW
830
Transatlantique Private Wealth
New York
$490K +$39.8K +1,238 +9%
ATC
831
Argent Trust Co
Tennessee
$488K – – –
BCM
832
Bourgeon Capital Management
Connecticut
$486K – – –
LA
833
Lynch & Associates
Indiana
$485K – – –
PFGIA
834
Patriot Financial Group Insurance Agency
Massachusetts
$485K +$154K +4,791 +47%
GT
835
Greenleaf Trust
Michigan
$485K -$76.8K -2,388 -14%
AWA
836
Arete Wealth Advisors
Illinois
$484K -$96.9K -3,012 -17%
MGWM
837
Marks Group Wealth Management
Minnesota
$484K -$36.5K -1,136 -7%
PA
838
Procyon Advisors
Connecticut
$482K +$46K +1,431 +11%
LMKC
839
L.M. Kohn & Company
Ohio
$476K -$25.7K -800 -5%
LCS
840
Levin Capital Strategies
New York
$473K – – –
CTB
841
Country Trust Bank
Illinois
$471K -$27M -840,219 -98%
WB
842
Webster Bank
Connecticut
$469K -$5.6M -174,130 -92%
RIA
843
Regal Investment Advisors
Michigan
$466K -$67.4K -2,097 -13%
NW
844
NewEdge Wealth
Pennsylvania
$465K +$148K +4,599 +47%
VNA
845
Valley National Advisers
Pennsylvania
$463K +$22.7K +685 +5%
WIP
846
WealthCare Investment Partners
Rhode Island
$462K -$204K -6,352 -31%
KJWM
847
Kiley Juergens Wealth Management
Washington
$462K +$96 +3 +0%
EW
848
Evoke Wealth
California
$459K +$61.1K +1,900 +15%
SIM
849
Sterling Investment Management
Arizona
$456K -$27.8K -866 -6%
SIC
850
SFE Investment Counsel
California
$455K +$129 +4 +0%
32 33
34
35 36