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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,756 hedge funds and large institutions have $36.9B invested in Financial Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 748 increasing their positions, 467 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+180
Holders Change %
+11.42%
% of All Funds
23.37%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.34%
New
293
Increased
748
Reduced
467
Closed
80
Calls
$14.6B
Puts
$18.3B
Net Calls
-$3.68B
Net Calls Change
+$2.69B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$922M
2
Bank of America
Bank of America
North Carolina
+$903M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$330M
4
Citigroup
Citigroup
New York
+$290M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.24B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$499M
3
Barclays
Barclays
United Kingdom
-$306M
4
AOI
Auto-Owners Insurance
Michigan
-$190M
5
MCM
MKP Capital Management
New York
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
951
Freestone Capital Holdings
Washington
$771K -$44.1K -913 -5%
BFA
952
Beacon Financial Advisory
Ohio
$770K -$33.6K -696 -4%
BBHC
953
Brown Brothers Harriman & Co
New York
$769K +$114K +2,365 +17%
MBT
954
Montecito Bank & Trust
California
$768K -$53.6K -1,110 -7%
ATC
955
Argent Trust Co
Tennessee
$767K – – –
MSS
956
Mitchell Sinkler & Starr
Pennsylvania
$767K – – –
VCP
957
Verus Capital Partners
Arizona
$766K +$489K +10,111 +176%
CT
958
Chicago Trust
Illinois
$766K +$46.8K +968 +7%
CT
959
Coastline Trust
Rhode Island
$765K – – –
MCCP
960
Mission Creek Capital Partners
California
$763K -$3.34K -69 -0.4%
EFA
961
Edge Financial Advisors
Illinois
$763K -$1.6K -33 -0.2%
SIS
962
Sound Income Strategies
Florida
$762K -$2.47K -51 -0.3%
QWM
963
Quadcap Wealth Management
Texas
$761K +$9.62K +199 +1%
MWM
964
Mosley Wealth Management
California
$761K +$116K +2,260 +18%
SFC
965
Strategic Financial Concepts
Texas
$759K +$139K +2,882 +22%
FNT
966
First National Trust
Pennsylvania
$758K +$76.9K +1,592 +11%
PJWM
967
Philip James Wealth Mangement
Georgia
$750K +$1.11K +23 +0.1%
GIM
968
Goelzer Investment Management
Indiana
$747K +$85.4K +1,768 +13%
ATC
969
Adirondack Trust Company
New York
$747K +$13.3K +275 +2%
BFA
970
Brendel Financial Advisors
New Hampshire
$745K -$83.6K -1,730 -10%
BAM
971
Beaumont Asset Management
Texas
$743K -$18.2K -377 -2%
GFG
972
Grantvest Financial Group
New Jersey
$742K +$742K +15,355 New
FTA
973
Financial & Tax Architects
Missouri
$738K +$5.56K +115 +0.8%
MCC
974
Money Concepts Capital
Florida
$735K -$44.1K -912 -6%
WFAG
975
Worth Financial Advisory Group
North Carolina
$735K -$38K -787 -5%
37 38
39
40 41