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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,756 hedge funds and large institutions have $36.9B invested in Financial Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 748 increasing their positions, 467 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+180
Holders Change %
+11.42%
% of All Funds
23.37%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.34%
New
293
Increased
748
Reduced
467
Closed
80
Calls
$14.6B
Puts
$18.3B
Net Calls
-$3.68B
Net Calls Change
+$2.69B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$922M
2
Bank of America
Bank of America
North Carolina
+$903M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$330M
4
Citigroup
Citigroup
New York
+$290M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.24B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$499M
3
Barclays
Barclays
United Kingdom
-$306M
4
AOI
Auto-Owners Insurance
Michigan
-$190M
5
MCM
MKP Capital Management
New York
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
876
Strategic Blueprint
Georgia
$950K +$328K +6,787 +53%
BHA
877
Beech Hill Advisors
New York
$948K +$33.1K +685 +4%
SC
878
Savant Capital
Illinois
$939K -$17.2K -355 -2%
RFS
879
Richardson Financial Services
Massachusetts
$937K +$937K +19,417 New
JAG
880
Journey Advisory Group
Kentucky
$936K – – –
Neuberger Berman Group
881
Neuberger Berman Group
New York
$935K -$657K -13,590 -41%
GT
882
Glenview Trust
Kentucky
$934K +$91.8K +1,899 +11%
GAM
883
Gotham Asset Management
New York
$933K – – –
EWA
884
Exencial Wealth Advisors
Oklahoma
$929K -$21.1K -437 -2%
WSCM
885
Wellington Shields Capital Management
New York
$926K -$58.1K -1,202 -6%
SWA
886
SOA Wealth Advisors
New York
$921K -$8.22K -170 -0.9%
GEM
887
Global Endowment Management
North Carolina
$920K – – –
TMWM
888
Taylor & Morgan Wealth Management
Michigan
$918K +$86.2K +1,784 +10%
RWP
889
RWA Wealth Partners
Massachusetts
$913K -$62.1K -1,285 -6%
MCM
890
MV Capital Management
Maryland
$911K – – –
KCAM
891
Kagan Cocozza Asset Management
New Jersey
$908K +$908K +18,791 New
GAG
892
Goodman Advisory Group
Massachusetts
$907K -$126K -2,604 -12%
ZF
893
Zhang Financial
Michigan
$894K +$336K +6,954 +60%
MWM
894
Modern Wealth Management
Kansas
$891K +$891K +18,430 New
SWA
895
Sax Wealth Advisors
New Jersey
$890K -$161K -3,337 -15%
SS
896
SBI Securities
Japan
$882K +$882K +18,256 New
NWM
897
Nova Wealth Management
Florida
$879K +$879K +18,189 New
TPI
898
Trust Point Inc
Wisconsin
$878K – – –
LC
899
Lindbrook Capital
California
$877K +$26K +538 +3%
HL
900
HeadInvest LLC
Maine
$874K -$58K -1,200 -6%
34 35
36
37 38