XLF icon

Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,450 hedge funds and large institutions have $26.1B invested in Financial Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 491 increasing their positions, 536 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+128
Holders Change %
+9.68%
% of All Funds
21.26%
Holding in Top 10
66
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.53%
% of All Funds
0.97%
New
232
Increased
491
Reduced
536
Closed
80
Calls
$5.57B
Puts
$10.4B
Net Calls
-$4.83B
Net Calls Change
-$2.02B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.54B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$615M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$301M
4
MCM
MKP Capital Management
New York
$408M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$781M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$1.85M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.56B
3
Barclays
Barclays
United Kingdom
$459M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
$62.1M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$263M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWSM
901
First Wilshire Securities Management
California
$472K -$3.01K -80 -0.6%
DI
902
Diligent Investors
California
$468K -$9.29K -247 -2%
AIM
903
AHL Investment Management
Florida
$468K – – –
MA
904
Modus Advisors
Minnesota
$468K -$5.07M -134,904 -92%
HGERS
905
Householder Group Estate & Retirement Specialist
Arizona
$467K +$125K +3,318 +36%
TA
906
TruWealth Advisors
Louisiana
$466K -$4.85K -129 -1%
KCFA
907
Key Client Fiduciary Advisors
New Jersey
$463K -$4.68M -124,377 -91%
CA
908
Claro Advisors
Massachusetts
$463K +$78.4K +2,086 +20%
FCH
909
Freestone Capital Holdings
Washington
$462K +$169K +4,500 +58%
SFM
910
Soros Fund Management
New York
$461K +$461K +12,270 New
JHCP
911
Jackson Hole Capital Partners
Oklahoma
$460K +$63.6K +1,692 +16%
GLA
912
Good Life Advisors
Pennsylvania
$458K -$1.69K -45 -0.4%
ECM
913
Exchange Capital Management
Michigan
$457K -$11.9K -316 -3%
SL
914
SWMG LLC
Texas
$457K +$60.6K +1,611 +15%
BWM
915
Baystate Wealth Management
Massachusetts
$457K +$1.84K +49 +0.4%
CIA
916
Choate Investment Advisors
Massachusetts
$455K +$381K +10,135 +513%
ZF
917
Zhang Financial
Michigan
$453K -$28.5K -757 -6%
CICC
918
Capital Investment Counsel (Colorado)
Colorado
$453K +$453K +12,035 New
GIM
919
Grassi Investment Management
California
$451K -$11.5K -307 -2%
KWM
920
Kaydan Wealth Management
Michigan
$451K -$57.1K -1,518 -11%
USWIA
921
UP Strategic Wealth Investment Advisors
Pennsylvania
$449K +$449K +11,929 New
PCG
922
Prosperity Consulting Group
Maryland
$448K +$113K +3,000 +34%
WTC
923
WhitTier Trust Company
Nevada
$447K – – –
JIR
924
James Investment Research
Ohio
$447K – – –
WA
925
Wealthstar Advisors
Texas
$445K +$6.47K +172 +1%
35 36
37
38 39