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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 %
GWA
926
GGM Wealth Advisors
Maryland
$444K – – –
BSA
927
Braun Stacey Associates
New York
$444K +$69.4K +1,846 +19%
FMWA
928
Forvis Mazars Wealth Advisors
Missouri
$441K -$33.3K -885 -7%
CNWM
929
Clay Northam Wealth Management
California
$441K – – –
AWA
930
Amplius Wealth Advisors
Pennsylvania
$441K -$31.6K -841 -7%
VWM
931
Valley Wealth Managers
New Jersey
$439K – – –
XT
932
XTX Topco
Cayman Islands
$439K +$439K +11,663 New
PWW
933
Pettyjohn Wood & White
Virginia
$438K -$3.76K -100 -0.9%
HCP
934
Hexagon Capital Partners
Arkansas
$438K -$11.7K -311 -3%
SIM
935
Sterling Investment Management
Arizona
$437K -$50.9K -1,353 -10%
LWAM
936
Legacy Wealth Asset Management
Minnesota
$436K – – –
CSC
937
Caldwell Sutter Capital
California
$434K -$3.76K -100 -0.9%
ATFA
938
All Terrain Financial Advisors
Minnesota
$432K +$38 +1 +0%
ORC
939
O'Rourke & Company
Massachusetts
$431K +$3.27K +87 +0.8%
MPM
940
MBB Public Markets
Illinois
$431K -$2.26M -60,000 -84%
MIA
941
Milestone Investment Advisors
Wisconsin
$427K – – –
AMBIA
942
Allen Mooney & Barnes Investment Advisors
Georgia
$424K +$1.58K +42 +0.4%
MIC
943
Means Investment Company
Maine
$424K -$338 -9 -0.1%
CHA
944
Carmichael Hill & Associates
Maryland
$424K +$20.2K +536 +5%
LAM
945
LifePro Asset Management
California
$423K +$423K +11,239 New
KFI
946
Key Financial Inc
Pennsylvania
$422K +$940 +25 +0.2%
TWP
947
Tempus Wealth Planning
California
$421K -$9.33K -248 -2%
ACG
948
Allen Capital Group
Nebraska
$420K -$42.9K -1,141 -9%
BFO
949
Biltmore Family Office
North Carolina
$420K – – –
FAM
950
Formidable Asset Management
Ohio
$420K +$38 +1 +0%
36 37
38
39 40