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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 %
TWA
951
Talisman Wealth Advisors
New Jersey
$419K -$13.3K -354 -3%
WCM
952
WealthBridge Capital Management
Ohio
$418K -$148K -3,933 -26%
TI
953
tru Independence
Oregon
$416K -$705K -18,754 -63%
IC
954
IEQ Capital
California
$415K -$2.29M -60,841 -85%
WE
955
Wealth Effects
Massachusetts
$414K +$414K +11,018 New
BA
956
Bristlecone Advisors
Washington
$414K – – –
LWL
957
Leo Wealth LLC
Texas
$411K +$411K +10,481 New
FLPIM
958
F.L. Putnam Investment Management
Massachusetts
$406K +$64.6K +1,718 +19%
AWA
959
Arete Wealth Advisors
Illinois
$406K +$406K +10,793 New
LSPW
960
Lake Street Private Wealth
Illinois
$406K -$29.2K -776 -7%
TW
961
TrinityPoint Wealth
Connecticut
$405K +$5.98K +159 +1%
PA
962
Procyon Advisors
Connecticut
$404K +$17.8K +474 +5%
CC
963
Courier Capital
New York
$402K – – –
NW
964
NewEdge Wealth
Pennsylvania
$402K -$8.54K -227 -2%
MA
965
MONECO Advisors
Connecticut
$400K -$4.55K -121 -1%
Financial Engines Advisors
966
Financial Engines Advisors
California
$394K +$107K +2,844 +37%
LWM
967
Lodestone Wealth Management
Washington
$393K -$150 -4 -0%
KW
968
KWB Wealth
California
$392K +$69.4K +1,845 +21%
SCM
969
Sebold Capital Management
Illinois
$389K -$15.3K -407 -4%
OAM
970
Occidental Asset Management
California
$389K +$389K +10,349 New
EIA
971
Eldridge Investment Advisors
New Hampshire
$389K +$75 +2 +0%
SSWG
972
Seven Springs Wealth Group
Tennessee
$386K -$6.88K -183 -2%
AFG
973
Alterity Financial Group
Maine
$384K -$2.59K -69 -0.7%
SLC
974
Second Line Capital
Louisiana
$382K +$382K +10,166 New
FPAS
975
Focus Partners Advisor Solutions
Missouri
$382K -$59.5K -1,582 -13%
37 38
39
40 41