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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,502 hedge funds and large institutions have $28.7B invested in Financial Select Sector SPDR Fund in 2021 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 661 increasing their positions, 398 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
+155
Holders Change %
+11.51%
% of All Funds
23.2%
Holding in Top 10
85
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.25%
% of All Funds
1.31%
New
264
Increased
661
Reduced
398
Closed
86
Calls
$4.61B
Puts
$9.07B
Net Calls
-$4.46B
Net Calls Change
-$358M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$975M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$564M
3
WA
WestEnd Advisors
North Carolina
+$234M
4
Korea Investment Corp
Korea Investment Corp
South Korea
+$191M
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$148M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.07B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$380M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$373M
4
Goldman Sachs
Goldman Sachs
New York
-$228M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
876
Strategic Blueprint
Georgia
$606K +$111K +2,836 +22%
GT
877
Greenleaf Trust
Michigan
$604K +$15.1K +386 +3%
VCM
878
Viewpoint Capital Management
Washington
$603K +$603K +15,442 New
IP
879
Intellectus Partners
California
$602K -$189K -4,836 -24%
VFA
880
Voya Financial Advisors
Connecticut
$602K -$18.6K -477 -3%
HVP
881
Hudson Value Partners
Florida
$601K +$601K +15,382 New
RBCM
882
Raub Brock Capital Management
California
$600K – – –
ACK
883
Andrew C. Karlinski
$600K +$600K +15,355 New
SL
884
Stevard LLC
Illinois
$598K +$297K +7,613 +99%
GWS
885
Glassman Wealth Services
Virginia
$595K +$580K +14,835 +3,756%
PFSC
886
Peoples Financial Services Corp
Pennsylvania
$594K +$15.6K +400 +3%
GIM
887
Grassi Investment Management
California
$593K +$201K +5,162 +51%
AO
888
Advisor OS
Illinois
$593K +$331K +8,466 +126%
BCM
889
Bourgeon Capital Management
Connecticut
$591K -$5.08K -130 -0.9%
SIA
890
Strategic Investment Advisors
Michigan
$591K +$591K +15,122 New
LA
891
Lynch & Associates
Indiana
$590K -$3.91K -100 -0.7%
BWA
892
Bordeaux Wealth Advisors
California
$588K +$588K +15,066 New
T
893
TCWP
Ohio
$588K +$588K +15,072 New
CWA
894
Centennial Wealth Advisory
Michigan
$587K +$51.8K +1,325 +10%
AAIM
895
Asset Advisors Investment Management
Georgia
$583K +$9.76K +250 +2%
HGERS
896
Householder Group Estate & Retirement Specialist
Arizona
$582K +$582K +14,912 New
CFO
897
Collective Family Office
Pennsylvania
$579K +$31.6K +809 +6%
STA
898
Summit Trail Advisors
New York
$579K +$73.3K +1,877 +15%
BAM
899
Berkshire Asset Management
Pennsylvania
$578K -$3.9K -100 -0.7%
AWA
900
Alta Wealth Advisors
Massachusetts
$578K +$976 +25 +0.2%
34 35
36
37 38