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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,440 hedge funds and large institutions have $23B invested in Financial Select Sector SPDR Fund in 2022 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 501 increasing their positions, 507 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,440
Holders Change
+141
Holders Change %
+10.85%
% of All Funds
23.23%
Holding in Top 10
82
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+32.26%
% of All Funds
1.32%
New
245
Increased
501
Reduced
507
Closed
74
Calls
$4.31B
Puts
$7.86B
Net Calls
-$3.55B
Net Calls Change
-$886M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$689M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
+$530M
3
CWM
CIBC World Markets
New York
+$410M
4
N
Natixis
France
+$388M
5
UBS Group
UBS Group
Switzerland
+$323M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$366M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$326M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$245M
4
Bank of America
Bank of America
North Carolina
-$224M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
851
Zhang Financial
Michigan
$565K +$127K +3,726 +29%
LWP
852
Lumature Wealth Partners
Georgia
$565K -$140K -4,079 -20%
IP
853
Investment Partners
Ohio
$565K -$162K -4,741 -22%
TNB
854
Thomasville National Bank
Georgia
$564K +$8.96K +262 +2%
PAM
855
Private Asset Management
California
$560K -$85.2K -2,489 -13%
MGWM
856
Marks Group Wealth Management
Minnesota
$553K – – –
APP
857
Avantax Planning Partners
Iowa
$552K -$11.1K -325 -2%
GA
858
Greytown Advisors
Florida
$551K +$308 +9 +0.1%
ECA
859
Elevated Capital Advisors
Utah
$551K -$1.17M -34,085 -68%
TCOO
860
Trust Company of Oklahoma
Oklahoma
$550K +$39.7K +1,161 +8%
CCWM
861
Cassaday & Co Wealth Management
Virginia
$549K +$549K +16,065 New
1IA
862
1834 Investment Advisors
Wisconsin
$548K – – –
RBCM
863
Raub Brock Capital Management
California
$547K – – –
OSAM
864
O'Shaughnessy Asset Management
Connecticut
$546K +$65.2K +1,905 +14%
KSWA
865
Kathleen S. Wright Associates
Pennsylvania
$546K +$342 +10 +0.1%
VCM
866
Vivaldi Capital Management
Illinois
$545K +$53.2K +1,509 +11%
MWA
867
Meridian Wealth Advisors
Texas
$545K -$43.5K -1,271 -7%
KWM
868
Kaydan Wealth Management
Michigan
$544K +$31.7K +926 +6%
PIA
869
Powell Investment Advisors
Florida
$542K +$1.09K +32 +0.2%
GIM
870
Grassi Investment Management
California
$540K +$548 +16 +0.1%
HVP
871
Hudson Value Partners
Florida
$540K +$19.7K +576 +4%
LMKC
872
L.M. Kohn & Company
Ohio
$534K – – –
MWA
873
Monograph Wealth Advisors
California
$533K – – –
IAG
874
Investment Advisory Group
Massachusetts
$532K +$244K +7,149 +85%
MPCG
875
Matrix Private Capital Group
New York
$532K +$96.6K +2,824 +22%
33 34
35
36 37