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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,502 hedge funds and large institutions have $28.7B invested in Financial Select Sector SPDR Fund in 2021 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 661 increasing their positions, 398 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,502
Holders Change
+155
Holders Change %
+11.51%
% of All Funds
23.2%
Holding in Top 10
85
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.25%
% of All Funds
1.31%
New
264
Increased
661
Reduced
398
Closed
86
Calls
$4.61B
Puts
$9.07B
Net Calls
-$4.46B
Net Calls Change
-$358M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$975M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$564M
3
WA
WestEnd Advisors
North Carolina
+$234M
4
Korea Investment Corp
Korea Investment Corp
South Korea
+$191M
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$148M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.07B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$380M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$373M
4
Goldman Sachs
Goldman Sachs
New York
-$228M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
976
PSI Advisors
Florida
$477K -$87.6K -2,248 -16%
FAM
977
Formidable Asset Management
Ohio
$477K -$17.7K -437 -4%
Charles Schwab
978
Charles Schwab
California
$476K -$51.8M -1,326,818 -99%
CHA
979
Carmichael Hill & Associates
Maryland
$476K +$820 +21 +0.2%
RWA
980
Ropes Wealth Advisors
Massachusetts
$475K – – –
AIM
981
Acropolis Investment Management
Missouri
$474K +$78 +2 +0%
ATFA
982
All Terrain Financial Advisors
Minnesota
$471K +$2.22K +57 +0.5%
ONST
983
Old North State Trust
North Carolina
$469K +$469K +12,000 New
LW
984
Linscomb Wealth
Texas
$468K -$20K -511 -4%
PCA
985
Providence Capital Advisors
North Carolina
$468K +$3.01K +77 +0.6%
RZH
986
Relyea Zuckerberg Hanson
Connecticut
$465K – – –
ECM
987
Exchange Capital Management
Michigan
$465K +$170K +4,346 +57%
RIS
988
Retirement Income Solutions
Michigan
$460K +$248K +6,354 +117%
KIA
989
Kraematon Investment Advisors
Massachusetts
$460K +$460K +11,770 New
BFA
990
Benedict Financial Advisors
Georgia
$459K +$3.24K +83 +0.7%
BFM
991
Boothbay Fund Management
New York
$457K +$457K +11,704 New
DG
992
Doman Group
New York
$455K +$455K +11,641 New
FIBT
993
First International Bank & Trust
North Dakota
$454K +$454K +11,619 New
LWAM
994
Legacy Wealth Asset Management
Minnesota
$453K – – –
AIM
995
Aspen Investment Management
Michigan
$453K +$39.1K +1,000 +9%
ATC
996
Adirondack Trust Company
New York
$452K – – –
CFC
997
Client First Capital
California
$448K +$448K +11,469 New
BFO
998
Biltmore Family Office
North Carolina
$446K – – –
ACA
999
Aptus Capital Advisors
Alabama
$446K +$49.4K +1,264 +12%
HPC
1000
HM Payson & Co
Maine
$446K +$78.2K +2,000 +21%
38 39
40
41 42