XLF icon

Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,353 hedge funds and large institutions have $20.5B invested in Financial Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 482 increasing their positions, 572 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
-87
Holders Change %
-6.04%
% of All Funds
21.65%
Holding in Top 10
67
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.29%
% of All Funds
1.07%
New
115
Increased
482
Reduced
572
Closed
170
Calls
$4.95B
Puts
$7.3B
Net Calls
-$2.35B
Net Calls Change
+$1.19B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.9B
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$431M
3
MMH
Menora Mivtachim Holdings
Israel
+$334M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$312M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$118M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$635M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$634M
3
UBS Group
UBS Group
Switzerland
-$559M
4
CWM
CIBC World Markets
New York
-$380M
5
MCM
MKP Capital Management
New York
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
976
Bulltick Wealth Management
Florida
$331K -$87.4K -2,719 -21%
AFG
977
Alterity Financial Group
Maine
$331K – – –
HA
978
Herold Advisors
New York
$331K +$23.3K +725 +8%
VWA
979
V Wealth Advisors
Kansas
$330K -$81.4K -2,533 -20%
KIA
980
Kraematon Investment Advisors
Massachusetts
$329K -$18.3K -568 -5%
LB
981
Leo Brokerage
Texas
$328K +$328K +10,200 New
BWA
982
BlueSky Wealth Advisors
North Carolina
$328K – – –
IIC
983
Ironwood Investment Counsel
Arizona
$327K -$73.2K -2,276 -18%
CNFG
984
Creegan & Nassoura Financial Group
New Hampshire
$326K – – –
CFO
985
Collective Family Office
Pennsylvania
$325K -$77.1K -2,397 -19%
CA
986
Continuum Advisory
Idaho
$325K -$61.8K -1,921 -16%
SVWAG
987
Sound View Wealth Advisors Group
Georgia
$323K +$75.8K +2,358 +31%
DMC
988
Drexel Morgan & Co
Pennsylvania
$322K – – –
BFC
989
Bedel Financial Consulting
Indiana
$321K +$64 +2 +0%
MIC
990
Meridian Investment Counsel
California
$320K – – –
YIA
991
YHB Investment Advisors
Connecticut
$317K -$16.7K -520 -5%
Charles Schwab
992
Charles Schwab
California
$317K +$87.1K +2,710 +38%
CCA
993
Clearwater Capital Advisors
Illinois
$314K -$140K -4,369 -31%
BWM
994
Birchcreek Wealth Management
Ohio
$313K +$313K +9,726 New
COCM
995
Charter Oak Capital Management
New Hampshire
$309K +$3.89K +121 +1%
EWM
996
Executive Wealth Management
Michigan
$308K +$18.8K +585 +6%
RCWM
997
Royal Capital Wealth Management
Indiana
$308K +$64 +2 +0%
MFA
998
Mayflower Financial Advisors
Massachusetts
$308K +$53.4K +1,661 +21%
WG
999
Welch Group
Alabama
$307K -$1.72M -53,624 -85%
HHGA
1000
Halbert Hargrove Global Advisors
California
$307K -$5.47K -170 -2%
38 39
40
41 42