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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 %
MWA
876
Monograph Wealth Advisors
California
$604K – – –
TW
877
Transform Wealth
Colorado
$603K -$14.1K -335 -2%
WSTAM
878
Wilbanks Smith & Thomas Asset Management
Virginia
$603K -$31.7K -752 -5%
TPW
879
Transatlantique Private Wealth
New York
$602K – – –
CIAS
880
Capital Investment Advisory Services
North Carolina
$601K -$49.2K -1,169 -8%
TI
881
Tidal Investments
Wisconsin
$599K +$599K +14,231 New
PPP
882
Private Portfolio Partners
New Jersey
$598K -$39.5K -937 -6%
FPGT
883
Financial Partners Group (Tennessee)
Tennessee
$598K -$22.2K -526 -4%
LMKC
884
L.M. Kohn & Company
Ohio
$596K -$27.4K -650 -4%
GT
885
Greenleaf Trust
Michigan
$595K +$1.47K +35 +0.2%
FNBT
886
FineMark National Bank & Trust
Florida
$588K – – –
NI
887
NCP Inc
California
$583K +$583K +13,831 New
KJWM
888
Kiley Juergens Wealth Management
Washington
$582K -$28.4K -674 -5%
KFP
889
KMG Fiduciary Partners
Ohio
$582K -$28.5K -676 -5%
SFC
890
Strategic Financial Concepts
Texas
$579K +$579K +13,743 New
PWP
891
Phillips Wealth Planners
Mississippi
$576K +$576K +14,549 New
CA
892
Cornerstone Advisory
Maryland
$575K -$25.1K -595 -4%
QWM
893
Quadcap Wealth Management
Texas
$574K -$29.4K -699 -5%
IMC Chicago
894
IMC Chicago
Illinois
$573K +$573K +13,603 New
PCMF
895
Private Capital Management (Florida)
Florida
$569K -$6.23K -148 -1%
CCM
896
Condor Capital Management
New Jersey
$568K -$13.9K -329 -2%
EWM
897
Executive Wealth Management
Michigan
$567K +$199K +4,751 +54%
AIM
898
Anchor Investment Management
South Carolina
$566K -$13.1K -310 -2%
VCM
899
Vivaldi Capital Management
Illinois
$565K +$1.51K +36 +0.3%
DBRC
900
D.B. Root & Company
Pennsylvania
$563K -$56.6K -1,344 -9%
34 35
36
37 38