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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,756 hedge funds and large institutions have $36.9B invested in Financial Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 748 increasing their positions, 467 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+180
Holders Change %
+11.42%
% of All Funds
23.37%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.34%
New
293
Increased
748
Reduced
467
Closed
80
Calls
$14.6B
Puts
$18.3B
Net Calls
-$3.68B
Net Calls Change
+$2.69B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$922M
2
Bank of America
Bank of America
North Carolina
+$903M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$330M
4
Citigroup
Citigroup
New York
+$290M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.24B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$499M
3
Barclays
Barclays
United Kingdom
-$306M
4
AOI
Auto-Owners Insurance
Michigan
-$190M
5
MCM
MKP Capital Management
New York
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTFG
1001
Wood Tarver Financial Group
Idaho
$693K +$693K +14,357 New
GLA
1002
Good Life Advisors
Pennsylvania
$692K +$155K +3,204 +29%
TPW
1003
Transatlantique Private Wealth
New York
$691K – – –
TWPM
1004
Total Wealth Planning & Management
Florida
$691K +$691K +14,300 New
AF
1005
Advisornet Financial
Minnesota
$690K +$34.6K +715 +5%
FNBT
1006
FineMark National Bank & Trust
Florida
$681K +$140K +2,905 +26%
CA
1007
Capital Advantage
California
$680K +$680K +14,080 New
DCM
1008
Donaldson Capital Management
Indiana
$680K +$455K +9,416 +202%
LCGC
1009
Legacy Capital Group California
California
$678K +$142K +2,945 +27%
PWP
1010
Principle Wealth Partners
Connecticut
$677K -$67.3K -1,392 -9%
CWM
1011
Collaborative Wealth Management
Florida
$677K +$822 +17 +0.1%
PNAA
1012
Pictet North America Advisors
Switzerland
$675K +$411K +8,497 +155%
SC
1013
Sapient Capital
Indiana
$671K +$409K +8,467 +157%
TSS
1014
Two Sigma Securities
New York
$668K -$2.65M -54,889 -80%
KJWM
1015
Kiley Juergens Wealth Management
Washington
$668K – – –
WCM
1016
WealthBridge Capital Management
Ohio
$664K -$9.62K -199 -1%
CA
1017
Cornerstone Advisory
Maryland
$660K +$2.38K +46 +0.4%
UB
1018
UMB Bank
Missouri
$660K -$39.6K -819 -6%
MA
1019
MCF Advisors
Kentucky
$659K – – –
AWM
1020
Atticus Wealth Management
Florida
$659K -$36.6K -757 -5%
CCM
1021
Chilton Capital Management
Texas
$656K -$190K -3,932 -22%
GT
1022
Greenleaf Trust
Michigan
$655K +$1.79K +37 +0.3%
MP
1023
Moment Partners
California
$652K +$652K +13,488 New
FB
1024
Finward Bancorp
Indiana
$648K +$648K +13,416 New
AIM
1025
Acropolis Investment Management
Missouri
$646K +$387 +8 +0.1%
39 40
41
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