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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 %
HCM
851
HMS Capital Management
Tennessee
$454K +$128K +3,969 +39%
GA
852
Greytown Advisors
Florida
$451K -$67K -2,084 -13%
FCP
853
Fidelis Capital Partners
Florida
$450K +$450K +13,908 New
PFA
854
Pettinga Financial Advisors
Indiana
$448K -$21.7K -674 -5%
VCM
855
Viewpoint Capital Management
Washington
$448K – – –
CT
856
Chicago Trust
Illinois
$446K +$38K +1,183 +9%
RWA
857
River Wealth Advisors
Pennsylvania
$446K -$105K -3,273 -19%
CCM
858
Condor Capital Management
New Jersey
$444K -$89.6K -2,788 -17%
GPA
859
Guidance Point Advisors
Massachusetts
$441K +$2.09K +65 +0.5%
CA
860
Claro Advisors
Massachusetts
$441K +$10.6K +330 +2%
JIR
861
James Investment Research
Ohio
$439K -$39.8K -1,238 -8%
MA
862
MONECO Advisors
Connecticut
$438K +$10.2K +318 +2%
SC
863
Savant Capital
Illinois
$438K +$59K +1,834 +16%
GWP
864
Gateway Wealth Partners
Wisconsin
$433K +$46.7K +1,453 +12%
SDAM
865
Shulman DeMeo Asset Management
New York
$433K +$193 +6 +0%
ECM
866
Elgethun Capital Management
South Dakota
$432K +$129 +4 +0%
NL
867
NWAM LLC
Washington
$432K +$19.9K +618 +5%
PI
868
PFG Investments
New York
$431K +$431K +13,411 New
ZF
869
Zhang Financial
Michigan
$431K -$100K -3,117 -19%
PCA
870
Providence Capital Advisors
North Carolina
$430K -$10.5K -328 -2%
RWA
871
Ropes Wealth Advisors
Massachusetts
$430K -$123K -3,820 -22%
CSC
872
Caldwell Sutter Capital
California
$429K – – –
TA
873
TruWealth Advisors
Louisiana
$426K +$12.2K +380 +3%
GM
874
Granger Management
New York
$424K – – –
PHIC
875
Pine Haven Investment Counsel
Massachusetts
$422K – – –
33 34
35
36 37