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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,450 hedge funds and large institutions have $26.1B invested in Financial Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 491 increasing their positions, 536 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+128
Holders Change %
+9.68%
% of All Funds
21.26%
Holding in Top 10
66
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.53%
% of All Funds
0.97%
New
232
Increased
491
Reduced
536
Closed
80
Calls
$5.57B
Puts
$10.4B
Net Calls
-$4.83B
Net Calls Change
-$2.02B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.54B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$615M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$301M
4
MCM
MKP Capital Management
New York
$408M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$781M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$1.85M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.56B
3
Barclays
Barclays
United Kingdom
$459M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
$62.1M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$263M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCWM
1001
Royal Capital Wealth Management
Indiana
$361K +$75 +2 +0%
AG
1002
AlTi Global
New York
$360K +$360K +9,571 New
HPC
1003
HM Payson & Co
Maine
$360K -$37.6K -1,000 -9%
RMAM
1004
Raab & Moskowitz Asset Management
New Jersey
$360K -$28.2K -749 -7%
KF
1005
KKM Financial
Illinois
$360K +$360K +9,568 New
MWM
1006
Modera Wealth Management
New Jersey
$360K -$72.2K -1,919 -17%
SFWC
1007
Strategic Family Wealth Counselors
New Jersey
$358K +$8.76K +233 +3%
DFG
1008
Dupree Financial Group
Kentucky
$357K +$357K +9,497 New
MC
1009
Mathes Company
New York
$355K – – –
BCM
1010
BluePointe Capital Management
California
$351K +$351K +9,324 New
C
1011
Certuity
Florida
$350K +$489 +13 +0.1%
RCS
1012
Retirement Capital Strategies
California
$350K -$1.02M -27,022 -74%
YIA
1013
YHB Investment Advisors
Connecticut
$347K -$155K -4,115 -31%
FHC
1014
First Heartland Consultants
Missouri
$346K -$18.8K -501 -5%
PG
1015
Proffitt & Goodson
Tennessee
$344K -$79.3K -2,110 -19%
BSHC
1016
Breed's Hill Capital
Massachusetts
$342K +$342K +9,100 New
GL
1017
Gerber LLC
Ohio
$342K +$342K +9,091 New
FFA
1018
Florida Financial Advisors
Florida
$341K +$341K +9,079 New
EI
1019
Ellevest Inc
New York
$339K – – –
CNFG
1020
Creegan & Nassoura Financial Group
New Hampshire
$338K -$5.64K -150 -2%
CAIMH
1021
Central Asset Investments & Management Holdings
Hong Kong
$338K – – –
DC
1022
Destiny Capital
Colorado
$338K +$338K +8,991 New
DDC
1023
DF Dent & Co
Maryland
$338K +$338K +8,978 New
HHGA
1024
Halbert Hargrove Global Advisors
California
$337K +$1.65K +44 +0.5%
DFG
1025
Delta Financial Group
New Jersey
$336K +$18.4K +489 +6%
39 40
41
42 43