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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 %
SAM
1001
Sawgrass Asset Management
Florida
$307K -$141K -4,400 -32%
HWM
1002
Horizon Wealth Management
Illinois
$306K – – –
VCP
1003
Verus Capital Partners
Arizona
$306K -$345K -10,742 -53%
FPAS
1004
Focus Partners Advisor Solutions
Missouri
$305K +$99.2K +3,084 +48%
KPWG
1005
KFA Private Wealth Group
Virginia
$304K +$18.1K +563 +6%
CL
1006
Choreo LLC
Illinois
$304K +$304K +9,456 New
SFB
1007
STAR Financial Bank
Indiana
$304K – – –
PWM
1008
PBMares Wealth Management
Virginia
$303K – – –
RBC
1009
Romano Brothers & Co
Illinois
$303K +$13.5K +420 +5%
PHS
1010
Pekin Hardy Strauss
Illinois
$303K -$67.5K -2,100 -18%
AWA
1011
Acorn Wealth Advisors
Michigan
$302K +$804 +25 +0.3%
LW
1012
Linscomb Wealth
Texas
$300K -$50.7K -1,578 -14%
IAS
1013
Investment Advisory Services
Texas
$298K +$386 +12 +0.1%
1WM
1014
1900 Wealth Management
Texas
$294K – – –
AG
1015
Ascent Group
Virginia
$293K -$3.54K -110 -1%
IC
1016
IEQ Capital
California
$292K +$5.34K +166 +2%
PG
1017
Prostatis Group
Maryland
$290K -$2.13M -66,343 -88%
BFM
1018
Boston Financial Management
Massachusetts
$289K -$14.1K -440 -5%
OCM
1019
One Capital Management
California
$289K +$85.7K +2,665 +42%
SFWC
1020
Strategic Family Wealth Counselors
New Jersey
$288K +$3.76K +117 +1%
FPB
1021
First PREMIER Bank
South Dakota
$288K -$48.7K -1,513 -14%
MW
1022
Marcum Wealth
Ohio
$287K -$81.1K -2,523 -22%
TVAMP
1023
Tennessee Valley Asset Management Partners
Tennessee
$286K -$111K -3,457 -28%
SDWMA
1024
Schneider Downs Wealth Management Advisors
Pennsylvania
$286K – – –
AGP
1025
Autumn Glory Partners
Texas
$286K +$286K +8,886 New
39 40
41
42 43