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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 %
LWL
1001
Leo Wealth LLC
Texas
$436K -$3.99K -95 -0.9%
EIA
1002
Eldridge Investment Advisors
New Hampshire
$436K +$84 +2 +0%
NWM
1003
Northwest Wealth Management
Iowa
$435K +$435K +10,339 New
LWM
1004
Lodestone Wealth Management
Washington
$435K -$4.93K -117 -1%
SSWG
1005
Seven Springs Wealth Group
Tennessee
$432K – – –
AWA
1006
Amplius Wealth Advisors
Pennsylvania
$431K -$63.1K -1,499 -13%
SC
1007
Savant Capital
Illinois
$430K -$105K -2,487 -20%
SCM
1008
Sebold Capital Management
Illinois
$429K -$7.37K -175 -2%
UWM
1009
USAdvisors Wealth Management
Minnesota
$426K +$426K +10,170 New
ICP
1010
Interchange Capital Partners
Pennsylvania
$425K +$44.3K +1,037 +12%
AWM
1011
Aries Wealth Management
Maine
$423K – – –
SAMT
1012
Select Asset Management & Trust
Pennsylvania
$423K – – –
CCA
1013
Cadent Capital Advisors
Oklahoma
$423K +$423K +10,039 New
HWA
1014
Hillcrest Wealth Advisors
New Jersey
$421K -$411K -9,750 -49%
LCS
1015
Levin Capital Strategies
New York
$421K – – –
DMC
1016
Drexel Morgan & Co
Pennsylvania
$421K – – –
SFB
1017
STAR Financial Bank
Indiana
$421K +$6.02K +143 +1%
CWM
1018
Circle Wealth Management
New Jersey
$419K +$463 +11 +0.1%
MA
1019
MONECO Advisors
Connecticut
$418K -$30K -712 -7%
BFC
1020
Bedel Financial Consulting
Indiana
$417K -$4.21K -100 -1%
EAM
1021
Empirical Asset Management
Massachusetts
$417K – – –
EWM
1022
Elevatus Welath Management
New York
$416K – – –
MWM
1023
Modera Wealth Management
New Jersey
$416K +$12.7K +301 +3%
FA
1024
Fountainhead AM
New Jersey
$414K +$50K +1,187 +14%
OPW
1025
Oxler Private Wealth
New York
$414K -$9.69K -230 -2%
39 40
41
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