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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
21.26%
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
$2.54B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$615M
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
$408M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$781M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$1.85M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.56B
3
Barclays
Barclays
United Kingdom
$459M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
$62.1M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$263M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
826
Glassman Wealth Services
Virginia
$574K – – –
IAG
827
Investment Advisory Group
Massachusetts
$574K -$13.5K -359 -2%
CWM
828
Collaborative Wealth Management
Florida
$573K +$15.9K +423 +3%
AT
829
Arlington Trust
Alabama
$572K -$406K -10,792 -41%
AP
830
Arlington Partners
Alabama
$572K -$406K -10,792 -41%
ATC
831
Adirondack Trust Company
New York
$570K +$304K +7,535 +114%
GT
832
Glenview Trust
Kentucky
$570K -$118K -3,147 -17%
FNT
833
First National Trust
Pennsylvania
$569K -$13.7K -364 -2%
VCM
834
Viewpoint Capital Management
Washington
$569K +$45.1K +1,200 +9%
PPP
835
Private Portfolio Partners
New Jersey
$569K +$1.09K +29 +0.2%
RIA
836
RPG Investment Advisory
California
$569K -$88.4K -2,350 -13%
WSTAM
837
Wilbanks Smith & Thomas Asset Management
Virginia
$566K +$226 +6 +0%
KSWA
838
Kathleen S. Wright Associates
Pennsylvania
$565K -$11.2K -298 -2%
PWM
839
Peterson Wealth Management
Nevada
$563K -$557K -14,808 -50%
RWB
840
RMR Wealth Builders
New Jersey
$561K -$718K -19,086 -56%
UFF
841
USA Financial Formulas
Michigan
$559K +$421K +11,199 +306%
S
842
SignatureFD
Georgia
$558K -$45.6K -1,212 -8%
LMKC
843
L.M. Kohn & Company
Ohio
$557K – – –
CT
844
Chicago Trust
Illinois
$556K +$52.2K +1,388 +10%
JGC
845
J. Goldman & Co
New York
$556K -$13.1M -347,174 -96%
BCV
846
Banque Cantonale Vaudoise
Switzerland
$554K -$226K -6,004 -29%
DBRC
847
D.B. Root & Company
Pennsylvania
$553K +$236K +6,270 +74%
FPGT
848
Financial Partners Group (Tennessee)
Tennessee
$553K -$23.4K -621 -4%
WWS
849
Wellington Wealth Strategies
Indiana
$552K +$552K +14,691 New
BAM
850
Beaumont Asset Management
Texas
$552K -$185K -4,908 -25%
32 33
34
35 36