XLF icon

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 %
TWP
1001
Tempus Wealth Planning
California
$442K – – –
CPA
1002
Clear Perspective Advisors
Illinois
$441K -$18.5K -473 -4%
GCM
1003
Goldstream Capital Management
Hong Kong
$441K +$441K +11,293 New
LPT
1004
Legacy Private Trust
Wisconsin
$438K – – –
FUBT
1005
First United Bank & Trust
Maryland
$435K -$40K -1,023 -8%
YIA
1006
YHB Investment Advisors
Connecticut
$433K – – –
CSA
1007
Cottage Street Advisors
Massachusetts
$433K +$433K +11,085 New
NA
1008
Nottingham Advisors
New York
$432K -$29.1K -745 -6%
SC
1009
Savant Capital
Illinois
$431K +$136K +3,473 +46%
DBRC
1010
D.B. Root & Company
Pennsylvania
$430K -$623K -15,990 -59%
FH
1011
FWG Holdings
Florida
$430K +$1.85K +45 +0.4%
HJMC
1012
Hellman Jordan Management Company
Massachusetts
$430K +$430K +11,015 New
SDAM
1013
Shulman DeMeo Asset Management
New York
$428K +$428K +10,953 New
CFAM
1014
Center For Asset Management
Florida
$428K +$428K +10,966 New
SSWG
1015
Seven Springs Wealth Group
Tennessee
$427K – – –
ORC
1016
O'Rourke & Company
Massachusetts
$426K +$426K +10,913 New
DCM
1017
Donaldson Capital Management
Indiana
$421K +$6.99K +179 +2%
RMDI
1018
R.M. Davis Inc
Maine
$420K +$32.4K +829 +8%
PIA
1019
Powell Investment Advisors
Florida
$419K -$791K -20,235 -65%
EVC
1020
Eidelman Virant Capital
Missouri
$419K +$49.9K +1,275 +14%
AWA
1021
Acorn Wealth Advisors
Michigan
$416K +$3.43K +88 +0.8%
LF
1022
LifeSteps Financial
California
$416K +$49K +1,256 +13%
WAAG
1023
Wealth Alliance Advisory Group
Kansas
$415K +$173K +4,413 +71%
WA
1024
Waverly Advisors
Alabama
$413K +$31.7K +792 +8%
VWA
1025
V Wealth Advisors
Kansas
$412K -$10.2K -261 -2%
39 40
41
42 43