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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 %
GAA
851
Guardian Asset Advisors
Pennsylvania
$552K +$552K +14,670 New
TW
852
Transform Wealth
Colorado
$551K +$8.84K +235 +2%
KJWM
853
Kiley Juergens Wealth Management
Washington
$545K +$9.48K +252 +2%
KFP
854
KMG Fiduciary Partners
Ohio
$545K -$7.56K -201 -1%
MWA
855
Meridian Wealth Advisors
Texas
$541K -$51.2K -1,363 -9%
MWA
856
Monograph Wealth Advisors
California
$539K -$46.3K -1,232 -8%
VCA
857
Verdence Capital Advisors
Maryland
$539K +$301 +8 +0.1%
QWM
858
Quadcap Wealth Management
Texas
$538K +$538K +14,319 New
TPW
859
Transatlantique Private Wealth
New York
$538K -$35.3K -938 -6%
AIFAIM
860
American Institute for Advanced Investment Management
Arizona
$537K -$10K -266 -2%
CA
861
Cornerstone Advisory
Maryland
$536K -$115K -3,067 -18%
EM
862
ELCO Management
New York
$534K +$224K +5,950 +72%
AWM
863
Atticus Wealth Management
Florida
$533K -$225K -5,997 -30%
GT
864
Greenleaf Trust
Michigan
$530K -$67.1K -1,784 -11%
MTIM
865
Marathon Trading Investment Management
Pennsylvania
$529K -$633K -16,842 -54%
BFA
866
Bragg Financial Advisors
North Carolina
$529K +$17.3K +460 +3%
GA
867
Greytown Advisors
Florida
$528K +$226 +6 +0%
FNBT
868
FineMark National Bank & Trust
Florida
$525K -$60.2K -1,600 -10%
WAS
869
Wealth Advisory Solutions
Indiana
$523K -$562K -14,956 -52%
VCM
870
Vivaldi Capital Management
Illinois
$522K +$106K +2,725 +25%
RWA
871
River Wealth Advisors
Pennsylvania
$522K +$32K +851 +7%
WA
872
Waverly Advisors
Alabama
$521K -$6.13K -163 -1%
CCM
873
Condor Capital Management
New Jersey
$520K +$639 +17 +0.1%
GWA
874
Gratus Wealth Advisors
Virginia
$520K +$520K +13,818 New
AIM
875
Anchor Investment Management
South Carolina
$517K -$24.8K -659 -5%
33 34
35
36 37