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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,488 hedge funds and large institutions have $28.2B invested in Financial Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 584 increasing their positions, 535 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,488
Holders Change
-22
Holders Change %
-1.46%
% of All Funds
21.64%
Holding in Top 10
72
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.29%
% of All Funds
1.05%
New
130
Increased
584
Reduced
535
Closed
126
Calls
$8.01B
Puts
$12.2B
Net Calls
-$4.14B
Net Calls Change
+$1.89B

Top Buyers

1
Barclays
Barclays
United Kingdom
+$369M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$363M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$329M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$309M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$214M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$505M
2
CWM
CIBC World Markets
New York
-$484M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$450M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$265M
5
UBS Group
UBS Group
Switzerland
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
KSWA
851
Kathleen S. Wright Associates
Pennsylvania
$608K -$9.7K -236 -2%
CT
852
Chicago Trust
Illinois
$607K – – –
IPAM
853
Investment Partners Asset Management
New Jersey
$600K -$822 -20 -0.1%
VCA
854
Verdence Capital Advisors
Maryland
$599K +$411 +10 +0.1%
VCM
855
Viewpoint Capital Management
Washington
$598K – – –
OWA
856
Octavia Wealth Advisors
Ohio
$596K -$12K -293 -2%
MWA
857
Meridian Wealth Advisors
Texas
$596K +$4.6K +112 +0.8%
LMKC
858
L.M. Kohn & Company
Ohio
$595K +$13.5K +328 +2%
NWA
859
Navis Wealth Advisors
New York
$595K +$411 +10 +0.1%
Koshinski Asset Management
860
Koshinski Asset Management
Illinois
$595K +$48.4K +1,160 +9%
MWA
861
Monograph Wealth Advisors
California
$590K – – –
TW
862
Transform Wealth
Colorado
$589K – – –
SL
863
SWMG LLC
Texas
$589K +$42.7K +1,039 +8%
SIS
864
Sound Income Strategies
Florida
$589K +$86.5K +2,103 +17%
BCM
865
Barometer Capital Management
Ontario, Canada
$588K -$123K -3,000 -17%
TPW
866
Transatlantique Private Wealth
New York
$588K – – –
FPGT
867
Financial Partners Group (Tennessee)
Tennessee
$587K +$4.11K +100 +0.7%
CWM
868
Collaborative Wealth Management
Florida
$587K -$6.78K -165 -1%
AIM
869
Acropolis Investment Management
Missouri
$583K +$33.6K +818 +6%
AF
870
Advisornet Financial
Minnesota
$578K -$15.8K -384 -3%
VCM
871
Vivaldi Capital Management
Illinois
$576K +$20.2K +492 +4%
Empower Advisory Group
872
Empower Advisory Group
Colorado
$575K -$199K -4,838 -26%
KFP
873
KMG Fiduciary Partners
Ohio
$574K +$6K +146 +1%
WCM
874
WealthBridge Capital Management
Ohio
$569K +$29.3K +712 +5%
KJWM
875
Kiley Juergens Wealth Management
Washington
$568K – – –
33 34
35
36 37