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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,322 hedge funds and large institutions have $21.2B invested in Financial Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 429 increasing their positions, 574 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,322
Holders Change
-13
Holders Change %
-0.97%
% of All Funds
21.08%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.85%
New
110
Increased
429
Reduced
574
Closed
104
Calls
$5.68B
Puts
$8.5B
Net Calls
-$2.81B
Net Calls Change
-$446M

Top Buyers

1
PF
Phoenix Financial
Israel
+$376M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$367M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$239M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$143M
5
MCM
MKP Capital Management
New York
+$135M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.01B
2
Barclays
Barclays
United Kingdom
-$904M
3
UBS Group
UBS Group
Switzerland
-$382M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$265M
5
Wolverine Trading
Wolverine Trading
Illinois
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
APIM
976
Agate Pass Investment Management
Washington
$282K +$398 +12 +0.1%
LF
977
LifeSteps Financial
California
$282K – – –
KFS
978
Kaizen Financial Strategies
California
$281K – – –
AWA
979
Acorn Wealth Advisors
Michigan
$281K -$15.6K -470 -5%
AQR Capital Management
980
AQR Capital Management
Connecticut
$280K +$30.1K +908 +12%
DBRC
981
D.B. Root & Company
Pennsylvania
$280K -$56.4K -1,700 -17%
EWM
982
Executive Wealth Management
Michigan
$280K -$12.4K -373 -4%
DFG
983
Delta Financial Group
New Jersey
$280K -$2.22K -67 -0.8%
QC
984
QCM Cayman
Texas
$280K +$280K +8,441 New
CPSAC
985
Chas P. Smith & Associates (CPS)
Florida
$278K +$3.32K +100 +1%
NFC
986
Northeast Financial Consultants
Connecticut
$277K -$26.2K -790 -9%
IIM
987
InTrack Investment Management
Vermont
$276K -$49.8K -1,501 -15%
CL
988
COWA LLC
Oklahoma
$275K – – –
WC
989
Whitney & Co
New York
$275K – – –
BIM
990
Baldwin Investment Management
Pennsylvania
$274K -$9.29K -280 -3%
PWM
991
PBMares Wealth Management
Virginia
$274K -$38.9K -1,174 -12%
EM
992
ELCO Management
New York
$274K -$8.29K -250 -3%
CCA
993
Clearwater Capital Advisors
Illinois
$274K -$7.07K -213 -3%
CT
994
Cambridge Trust
Massachusetts
$273K -$133K -4,000 -33%
SCA
995
Sage Capital Advisors
South Dakota
$271K -$8.72K -263 -3%
CFS
996
CRA Financial Services
New Jersey
$270K -$127K -3,828 -32%
SVWAG
997
Sound View Wealth Advisors Group
Georgia
$269K -$48.1K -1,450 -15%
PP
998
Patron Partners
Texas
$269K +$269K +8,112 New
IAS
999
Investment Advisory Services
Texas
$268K -$21.2K -638 -7%
VIM
1000
Vista Investment Management
Pennsylvania
$268K -$1.03K -31 -0.4%
38 39
40
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