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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,488 hedge funds and large institutions have $28.2B invested in Financial Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 584 increasing their positions, 535 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,488
Holders Change
-22
Holders Change %
-1.46%
% of All Funds
21.64%
Holding in Top 10
72
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.29%
% of All Funds
1.05%
New
130
Increased
584
Reduced
535
Closed
126
Calls
$8.01B
Puts
$12.2B
Net Calls
-$4.14B
Net Calls Change
+$1.89B

Top Buyers

1
Barclays
Barclays
United Kingdom
+$369M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$363M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$329M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$309M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$214M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$505M
2
CWM
CIBC World Markets
New York
-$484M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$450M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$265M
5
UBS Group
UBS Group
Switzerland
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONST
926
Old North State Trust
North Carolina
$493K – – –
GI
927
GAMMA Investing
California
$493K +$415K +10,100 +534%
MWAM
928
Manhattan West Asset Management
California
$492K -$257K -6,247 -34%
UOTTAIMCU
929
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$491K -$134K -3,270 -21%
FWSM
930
First Wilshire Securities Management
California
$491K – – –
MC
931
Mathes Company
New York
$491K – – –
GIM
932
Grassi Investment Management
California
$490K -$32.5K -789 -6%
BSA
933
Braun Stacey Associates
New York
$490K +$1.6K +39 +0.3%
TWP
934
Tempus Wealth Planning
California
$490K +$29.9K +727 +6%
FMWA
935
Forvis Mazars Wealth Advisors
Missouri
$488K +$5.14K +125 +1%
CNWM
936
Clay Northam Wealth Management
California
$486K – – –
USWIA
937
UP Strategic Wealth Investment Advisors
Pennsylvania
$485K -$4.93K -120 -1%
CTB
938
Country Trust Bank
Illinois
$485K -$40.9K -994 -8%
OFG
939
Oxford Financial Group
Indiana
$484K +$82 +2 +0%
JIR
940
James Investment Research
Ohio
$481K -$3.08K -75 -0.6%
JHCP
941
Jackson Hole Capital Partners
Oklahoma
$480K -$16.9K -410 -3%
BFA
942
Bragg Financial Advisors
North Carolina
$479K -$20.8K -506 -4%
VWM
943
Valley Wealth Managers
New Jersey
$479K – – –
BA
944
Bristlecone Advisors
Washington
$477K -$16.4K -400 -3%
CFG
945
Carr Financial Group
Massachusetts
$477K +$202K +4,917 +74%
LWAM
946
Legacy Wealth Asset Management
Minnesota
$476K – – –
WAS
947
Wealth Advisory Solutions
Indiana
$475K -$15K -366 -3%
CSC
948
Caldwell Sutter Capital
California
$475K – – –
ZF
949
Zhang Financial
Michigan
$475K +$82 +2 +0%
CP
950
Cumberland Partners
Ontario, Canada
$474K +$474K +11,532 New
36 37
38
39 40