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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,488 hedge funds and large institutions have $28.2B invested in Financial Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 584 increasing their positions, 535 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,488
Holders Change
-22
Holders Change %
-1.46%
% of All Funds
21.64%
Holding in Top 10
72
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.29%
% of All Funds
1.05%
New
130
Increased
584
Reduced
535
Closed
126
Calls
$8.01B
Puts
$12.2B
Net Calls
-$4.14B
Net Calls Change
+$1.89B

Top Buyers

1
Barclays
Barclays
United Kingdom
+$369M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$363M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$329M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$309M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$214M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$505M
2
CWM
CIBC World Markets
New York
-$484M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$450M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$265M
5
UBS Group
UBS Group
Switzerland
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1001
Modera Wealth Management
New Jersey
$410K +$4.44K +108 +1%
CPIG
1002
Chicago Partners Investment Group
Illinois
$409K +$127K +2,890 +45%
TI
1003
tru Independence
Oregon
$408K -$25.9K -630 -6%
KPWG
1004
KFA Private Wealth Group
Virginia
$408K -$27.9K -679 -6%
BFC
1005
Bedel Financial Consulting
Indiana
$407K +$452 +11 +0.1%
EWM
1006
Elevatus Welath Management
New York
$406K – – –
SIM
1007
Sterling Investment Management
Arizona
$405K -$63.5K -1,545 -14%
HIC
1008
Holderness Investments Company
North Carolina
$403K +$99.4K +2,419 +33%
SFB
1009
STAR Financial Bank
Indiana
$403K -$8.22K -200 -2%
SIMG
1010
Sonora Investment Management Group
Arizona
$402K – – –
AWA
1011
Amplius Wealth Advisors
Pennsylvania
$400K -$20.6K -500 -5%
WTC
1012
WhitTier Trust Company
Nevada
$400K – – –
MIA
1013
Milestone Investment Advisors
Wisconsin
$399K -$67.7K -1,647 -15%
BBHC
1014
Brown Brothers Harriman & Co
New York
$397K – – –
RCWM
1015
Royal Capital Wealth Management
Indiana
$395K +$82 +2 +0%
SFWC
1016
Strategic Family Wealth Counselors
New Jersey
$394K +$1.11K +27 +0.3%
KF
1017
KKM Financial
Illinois
$391K – – –
BMWM
1018
Brown Miller Wealth Management
Virginia
$391K +$391K +9,511 New
RMAM
1019
Raab & Moskowitz Asset Management
New Jersey
$391K – – –
SP
1020
Stonebrook Private
Michigan
$389K +$84.7K +2,061 +28%
CCA
1021
Cadent Capital Advisors
Oklahoma
$387K -$25.6K -623 -6%
KFS
1022
Kaizen Financial Strategies
California
$387K +$15.1K +344 +4%
CW
1023
Channel Wealth
California
$385K -$4.11K -100 -1%
AIIMS
1024
Analyst IMS Investment Management Services
Israel
$383K +$58.7K +1,428 +18%
RCAG
1025
Rehmann Capital Advisory Group
Michigan
$382K +$120K +2,907 +46%
39 40
41
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