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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,510 hedge funds and large institutions have $29.4B invested in Financial Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 547 increasing their positions, 550 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+60
Holders Change %
+4.14%
% of All Funds
21.89%
Holding in Top 10
84
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+27.27%
% of All Funds
1.22%
New
171
Increased
547
Reduced
550
Closed
93
Calls
$7.98B
Puts
$14B
Net Calls
-$6.04B
Net Calls Change
-$1.2B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$962M
2
CWM
CIBC World Markets
New York
+$358M
3
Bank of America
Bank of America
North Carolina
+$345M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$235M
5
Barclays
Barclays
United Kingdom
+$186M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$405M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$347M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$336M
5
MCM
MKP Capital Management
New York
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
951
USA Financial Formulas
Michigan
$508K -$118K -2,803 -19%
BA
952
Bristlecone Advisors
Washington
$506K +$42.1K +1,000 +9%
AT
953
Arlington Trust
Alabama
$505K -$135K -3,216 -21%
ONST
954
Old North State Trust
North Carolina
$505K +$505K +12,000 New
TWA
955
Talisman Wealth Advisors
New Jersey
$504K +$35.1K +833 +7%
ECM
956
Exchange Capital Management
Michigan
$504K -$8K -190 -2%
FWSM
957
First Wilshire Securities Management
California
$503K -$25.3K -600 -5%
MC
958
Mathes Company
New York
$503K +$105K +2,500 +26%
WAS
959
Wealth Advisory Solutions
Indiana
$503K -$83.6K -1,986 -14%
USWIA
960
UP Strategic Wealth Investment Advisors
Pennsylvania
$502K – – –
PCG
961
Prosperity Consulting Group
Maryland
$502K +$42 +1 +0%
BCV
962
Banque Cantonale Vaudoise
Switzerland
$502K -$119K -2,834 -19%
CG
963
Cutler Group
California
$501K +$501K +11,907 New
DIA
964
Dana Investment Advisors
Wisconsin
$501K +$501K +11,886 New
BSA
965
Braun Stacey Associates
New York
$500K +$2.95K +70 +0.6%
CNWM
966
Clay Northam Wealth Management
California
$498K +$3.45K +82 +0.7%
OFG
967
Oxford Financial Group
Indiana
$496K -$57.4K -1,362 -10%
JIR
968
James Investment Research
Ohio
$496K -$5.05K -120 -1%
Walleye Trading
969
Walleye Trading
New York
$495K +$495K +11,754 New
FMWA
970
Forvis Mazars Wealth Advisors
Missouri
$494K – – –
VWM
971
Valley Wealth Managers
New Jersey
$491K -$337 -8 -0.1%
LWAM
972
Legacy Wealth Asset Management
Minnesota
$488K – – –
CSC
973
Caldwell Sutter Capital
California
$486K – – –
ZF
974
Zhang Financial
Michigan
$486K -$20.9K -496 -4%
SF
975
Summit Financial
New Jersey
$486K +$486K +11,530 New
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