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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,510 hedge funds and large institutions have $29.4B invested in Financial Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 547 increasing their positions, 550 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+60
Holders Change %
+4.14%
% of All Funds
21.89%
Holding in Top 10
84
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+27.27%
% of All Funds
1.22%
New
171
Increased
547
Reduced
550
Closed
93
Calls
$7.98B
Puts
$14B
Net Calls
-$6.04B
Net Calls Change
-$1.2B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$962M
2
CWM
CIBC World Markets
New York
+$358M
3
Bank of America
Bank of America
North Carolina
+$345M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$235M
5
Barclays
Barclays
United Kingdom
+$186M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$405M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$347M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$336M
5
MCM
MKP Capital Management
New York
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
826
Lynch & Associates
Indiana
$677K – – –
1IA
827
1834 Investment Advisors
Wisconsin
$674K – – –
LWM
828
Lyell Wealth Management
California
$674K +$3.08K +73 +0.5%
PIA
829
Powell Investment Advisors
Florida
$673K +$800 +19 +0.1%
CT
830
Coastline Trust
Rhode Island
$667K -$56.9K -1,350 -8%
AWM
831
Atticus Wealth Management
Florida
$666K +$68.6K +1,629 +11%
RWP
832
RWA Wealth Partners
Massachusetts
$666K +$131K +3,118 +25%
BCM
833
Bourgeon Capital Management
Connecticut
$664K – – –
EFA
834
Edge Financial Advisors
Illinois
$662K +$662K +15,707 New
AWE
835
Avidian Wealth Enterprises
Texas
$661K -$129K -3,067 -16%
LCM
836
Lunt Capital Management
Utah
$659K -$50.3K -1,194 -7%
PJWM
837
Philip James Wealth Mangement
Georgia
$655K -$3.92K -93 -0.6%
APP
838
Avantax Planning Partners
Iowa
$653K -$19K -452 -3%
AWM
839
Axxcess Wealth Management
California
$653K -$109K -2,585 -14%
BAM
840
Beaumont Asset Management
Texas
$652K +$33.8K +802 +5%
WFAG
841
Worth Financial Advisory Group
North Carolina
$652K -$19.8K -471 -3%
ATC
842
Argent Trust Co
Tennessee
$650K – – –
WAM
843
WNY Asset Management
New York
$649K -$390K -9,258 -38%
PWP
844
Principle Wealth Partners
Connecticut
$649K – – –
CFB
845
Cullen/Frost Bankers
Texas
$648K -$6.57K -156 -1%
CDH
846
Charles D. Hyman
$644K – – –
FCH
847
Freestone Capital Holdings
Washington
$642K +$125K +2,957 +24%
UOTTAIMCU
848
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$641K +$66.3K +1,573 +12%
PG
849
Prostatis Group
Maryland
$641K +$68.3K +1,621 +12%
CA
850
Claro Advisors
Massachusetts
$639K +$121K +2,864 +23%
32 33
34
35 36