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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 %
SIM
976
Sterling Investment Management
Arizona
$480K -$9.14K -217 -2%
LAM
977
LifePro Asset Management
California
$480K +$6.15K +146 +1%
MIA
978
Milestone Investment Advisors
Wisconsin
$478K – – –
HCP
979
Hexagon Capital Partners
Arkansas
$477K -$13.6K -322 -3%
MIC
980
Means Investment Company
Maine
$475K +$168 +4 +0%
AIM
981
AHL Investment Management
Florida
$474K -$50.5K -1,200 -10%
TWP
982
Tempus Wealth Planning
California
$471K +$42 +1 +0%
PFA
983
Pinnacle Family Advisors
Missouri
$471K -$631K -14,973 -57%
ACG
984
Allen Capital Group
Nebraska
$471K – – –
BFO
985
Biltmore Family Office
North Carolina
$471K – – –
GA
986
Greytown Advisors
Florida
$469K -$123K -2,915 -21%
KFI
987
Key Financial Inc
Pennsylvania
$466K -$6.36K -151 -1%
PHIC
988
Pine Haven Investment Counsel
Massachusetts
$466K -$63.2K -1,500 -12%
AMBIA
989
Allen Mooney & Barnes Investment Advisors
Georgia
$459K +$1.06K +26 +0.2%
BAM
990
Brave Asset Management
New Jersey
$457K -$82.2K -1,951 -15%
C
991
Certuity
Florida
$455K +$62.5K +1,485 +16%
ATFA
992
All Terrain Financial Advisors
Minnesota
$452K -$31.9K -757 -7%
PP
993
Paloma Partners
Connecticut
$451K -$5.67M -134,612 -93%
KW
994
KWB Wealth
California
$450K +$10.9K +259 +2%
CC
995
Courier Capital
New York
$450K – – –
YIA
996
YHB Investment Advisors
Connecticut
$450K +$61.6K +1,463 +16%
KPWG
997
KFA Private Wealth Group
Virginia
$446K +$40.1K +951 +10%
TI
998
tru Independence
Oregon
$445K -$21.1K -502 -5%
FAM
999
Formidable Asset Management
Ohio
$443K -$27.3K -649 -6%
GLA
1000
Good Life Advisors
Pennsylvania
$439K -$74.7K -1,773 -15%
38 39
40
41 42