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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 %
PIWA
851
Prevail Innovative Wealth Advisors
Kansas
$637K -$94.6K -2,245 -13%
FFO
852
Fiduciary Family Office
Florida
$635K +$635K +15,080 New
KSWA
853
Kathleen S. Wright Associates
Pennsylvania
$633K +$211 +5 +0%
GWS
854
Glassman Wealth Services
Virginia
$631K -$11.3K -269 -2%
IC
855
IEQ Capital
California
$625K +$160K +3,810 +35%
OWA
856
Octavia Wealth Advisors
Ohio
$623K -$225K -5,341 -27%
CT
857
Chicago Trust
Illinois
$622K -$1.77K -42 -0.3%
AIFAIM
858
American Institute for Advanced Investment Management
Arizona
$621K +$20.4K +485 +3%
RWA
859
River Wealth Advisors
Pennsylvania
$621K +$36.1K +857 +6%
PWM
860
Peterson Wealth Management
Nevada
$620K -$9.94K -236 -2%
WIA
861
World Investment Advisors
California
$620K -$165K -3,709 -21%
IPAM
862
Investment Partners Asset Management
New Jersey
$616K -$66.1K -1,570 -10%
TC
863
TownSquare Capital
Utah
$615K +$69.5K +1,651 +13%
VCA
864
Verdence Capital Advisors
Maryland
$613K +$9.65K +229 +2%
9WM
865
9258 Wealth Management
Ohio
$613K +$613K +14,564 New
VCM
866
Viewpoint Capital Management
Washington
$613K -$25.3K -600 -4%
AFO
867
Allie Family Office
Florida
$610K -$45.5K -1,080 -7%
NWA
868
Navis Wealth Advisors
New York
$609K -$64.4K -1,530 -10%
ORC
869
O'Rourke & Company
Massachusetts
$609K +$126K +2,999 +26%
AF
870
Advisornet Financial
Minnesota
$609K -$158K -3,754 -21%
CWM
871
Collaborative Wealth Management
Florida
$608K -$33.4K -792 -5%
FNT
872
First National Trust
Pennsylvania
$607K -$31K -736 -5%
MWA
873
Meridian Wealth Advisors
Texas
$606K – – –
ATC
874
Adirondack Trust Company
New York
$606K +$10.5K +250 +2%
GIM
875
Goelzer Investment Management
Indiana
$605K -$129K -3,055 -18%
33 34
35
36 37