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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,299 hedge funds and large institutions have $18.5B invested in Financial Select Sector SPDR Fund in 2022 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 442 increasing their positions, 583 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
-69
Holders Change %
-5.04%
% of All Funds
22.46%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.07%
New
75
Increased
442
Reduced
583
Closed
123
Calls
$4.09B
Puts
$6.75B
Net Calls
-$2.66B
Net Calls Change
-$435M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$476M
2
Bessemer Group
Bessemer Group
New Jersey
+$343M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$273M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$199M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$182M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$288M
2
Morgan Stanley
Morgan Stanley
New York
-$256M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$192M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$179M
5
UBS Group
UBS Group
Switzerland
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
876
Diligent Investors
California
$375K – – –
RWA
877
Ropes Wealth Advisors
Massachusetts
$375K – – –
CIAS
878
Capital Investment Advisory Services
North Carolina
$374K -$18.6K -614 -5%
CNWM
879
Clay Northam Wealth Management
California
$374K – – –
RIA
880
Regal Investment Advisors
Michigan
$373K -$59.3K -1,952 -14%
WIA
881
Westbourne Investment Advisors
Maryland
$373K +$4.53K +149 +1%
ATFA
882
All Terrain Financial Advisors
Minnesota
$371K +$30 +1 +0%
KCFA
883
Key Client Fiduciary Advisors
New Jersey
$370K -$55.2K -1,820 -13%
VAS
884
Vestmark Advisory Solutions
Massachusetts
$367K -$92.8K -3,057 -20%
BFA
885
Benedict Financial Advisors
Georgia
$367K -$50.5K -1,662 -12%
HPC
886
HM Payson & Co
Maine
$366K -$18.4K -606 -5%
CFS
887
CRA Financial Services
New Jersey
$366K -$8.76K -288 -2%
CHA
888
Carmichael Hill & Associates
Maryland
$366K +$1.13K +37 +0.3%
ONST
889
Old North State Trust
North Carolina
$364K +$364K +11,988 +99,900%
RIL
890
Rothschild Investment LLC
Illinois
$363K -$24.9K -818 -6%
HTC
891
Haverford Trust Company
Pennsylvania
$362K +$362K +11,911 New
AWM
892
Aries Wealth Management
Maine
$359K -$91.7K -2,695 -20%
CL
893
COWA LLC
Oklahoma
$359K +$77.1K +2,530 +27%
TWP
894
Tempus Wealth Planning
California
$358K +$14.5K +478 +4%
JHCP
895
Jackson Hole Capital Partners
Oklahoma
$356K -$167K -5,503 -32%
AWM
896
Affinity Wealth Management
Delaware
$355K +$355K +11,709 New
AIM
897
Aspen Investment Management
Michigan
$354K -$1.18K -39 -0.3%
LWAM
898
Legacy Wealth Asset Management
Minnesota
$352K – – –
MW
899
Marcum Wealth
Ohio
$351K -$6.83K -225 -2%
LOAMU
900
Lombard Odier Asset Management (USA)
New York
$351K +$25.8K +850 +8%
34 35
36
37 38