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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 %
AWM
926
Aries Wealth Management
Maine
$544K +$59.3K +1,520 +12%
OIA
927
Optimum Investment Advisors
Illinois
$543K -$72.3K -1,850 -12%
GWSG
928
GPS Wealth Strategies Group
Colorado
$542K +$77.1K +1,976 +17%
SAMT
929
Select Asset Management & Trust
Pennsylvania
$540K +$540K +13,822 New
CIA
930
Choate Investment Advisors
Massachusetts
$534K – – –
HCM
931
HMS Capital Management
Tennessee
$534K +$78 +2 +0%
MC
932
Mathes Company
New York
$533K – – –
NF
933
Nikulski Financial
Iowa
$531K -$60.4K -1,546 -10%
EWM
934
Empirical Wealth Management
Washington
$531K +$82.7K +2,117 +18%
APW
935
Aurora Private Wealth
New Jersey
$525K -$70.3K -1,801 -12%
LG
936
Leuthold Group
Minnesota
$523K +$96.3K +2,467 +23%
BA
937
Bridgewater Advisors
New York
$523K +$178K +4,554 +52%
SSB
938
Sandy Spring Bank
Maryland
$522K +$19.4K +498 +4%
WIA
939
World Investment Advisors
California
$522K +$36.2K +890 +7%
GPA
940
Guidance Point Advisors
Massachusetts
$521K +$2.46K +63 +0.5%
IFS
941
Ifrah Financial Services
Arkansas
$519K -$208K -5,329 -29%
SAM
942
Smithbridge Asset Management
Pennsylvania
$518K – – –
WWM
943
Wolff Wiese Magana
California
$517K – – –
CT
944
Chicago Trust
Illinois
$516K -$5.12K -131 -1%
VCM
945
Vivaldi Capital Management
Illinois
$515K +$203K +5,206 +65%
PHIC
946
Pine Haven Investment Counsel
Massachusetts
$513K +$513K +13,135 New
ZF
947
Zhang Financial
Michigan
$513K +$513K +13,143 New
WIM
948
Westside Investment Management
California
$511K -$9.22K -1,405 -2%
BSB
949
Bangor Savings Bank
Maine
$508K -$90.6K -2,319 -15%
BTWM
950
Baker Tilly Wealth Management
Wisconsin
$508K +$249K +6,374 +96%
36 37
38
39 40