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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,353 hedge funds and large institutions have $20.5B invested in Financial Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 482 increasing their positions, 572 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
-87
Holders Change %
-6.04%
% of All Funds
21.65%
Holding in Top 10
67
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.29%
% of All Funds
1.07%
New
115
Increased
482
Reduced
572
Closed
170
Calls
$4.95B
Puts
$7.3B
Net Calls
-$2.35B
Net Calls Change
+$1.19B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.9B
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$431M
3
MMH
Menora Mivtachim Holdings
Israel
+$334M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$312M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$118M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$635M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$634M
3
UBS Group
UBS Group
Switzerland
-$559M
4
CWM
CIBC World Markets
New York
-$380M
5
MCM
MKP Capital Management
New York
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWA
926
GGM Wealth Advisors
Maryland
$369K – – –
RWPA
927
Richard W. Paul & Associates
Michigan
$369K +$54.3K +1,690 +17%
BFO
928
Biltmore Family Office
North Carolina
$367K – – –
BA
929
Bristlecone Advisors
Washington
$367K -$63.8K -1,985 -15%
LSPW
930
Lake Street Private Wealth
Illinois
$367K -$23.8K -740 -6%
ATC
931
Adirondack Trust Company
New York
$367K – – –
AMBIA
932
Allen Mooney & Barnes Investment Advisors
Georgia
$365K +$1.22K +38 +0.3%
PWM
933
PRW Wealth Management
Massachusetts
$364K +$364K +10,984 New
CHA
934
Carmichael Hill & Associates
Maryland
$363K -$26.6K -827 -7%
FMWA
935
Forvis Mazars Wealth Advisors
Missouri
$361K +$10.4K +324 +3%
FAM
936
Formidable Asset Management
Ohio
$360K -$15.1K -469 -4%
RIL
937
Rothschild Investment LLC
Illinois
$359K -$15.9K -494 -4%
BA
938
Ballew Advisors
Mississippi
$359K -$95.7K -2,912 -21%
TFA
939
Teamwork Financial Advisors
Texas
$357K -$754K -23,449 -68%
MCM
940
Manchester Capital Management
Vermont
$355K – – –
AUB
941
Atlantic Union Bankshares
Virginia
$355K – – –
DWM
942
Destination Wealth Management
California
$354K +$3.34K +104 +1%
CWM
943
Cedar Wealth Management
California
$354K +$45K +1,400 +15%
AWM
944
Aries Wealth Management
Maine
$354K -$32.7K -1,016 -8%
MHIC
945
Marble Harbor Investment Counsel
Massachusetts
$354K +$354K +11,000 New
WA
946
Wealthstar Advisors
Texas
$354K +$129 +4 +0%
BC
947
Bartlett & Co
Ohio
$353K -$127K -3,944 -26%
CFG
948
Carr Financial Group
Massachusetts
$352K -$142K -4,424 -29%
BCWM
949
Bartlett & Co Wealth Management
Ohio
$352K -$127K -3,944 -26%
BFA
950
Bragg Financial Advisors
North Carolina
$350K +$7.23K +225 +2%
36 37
38
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