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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 %
EWA
1051
Exencial Wealth Advisors
Oklahoma
$267K -$44.8K -1,392 -14%
WC
1052
Whitney & Co
New York
$266K – – –
CPSAC
1053
Chas P. Smith & Associates (CPS)
Florida
$266K – – –
NWMG
1054
National Wealth Management Group
Ohio
$265K +$265K +8,321 New
VIM
1055
Vista Investment Management
Pennsylvania
$265K – – –
FA
1056
FDx Advisors
Illinois
$265K – – –
FCH
1057
Freestone Capital Holdings
Washington
$264K +$4.6K +143 +2%
IP
1058
Ignite Planners
California
$263K -$17.7K -551 -6%
HIA
1059
Harbor Investment Advisory
Maryland
$262K -$18.8K -586 -7%
DFG
1060
Delta Financial Group
New Jersey
$262K +$262K +8,150 New
DSC
1061
Duncker Streett & Co
Missouri
$261K -$11.1K -344 -4%
W
1062
WorthPointe
California
$261K -$335K -10,409 -56%
RA
1063
Royce & Associates
New York
$258K +$258K +8,022 New
CB
1064
Centennial Bank
Arkansas
$258K – – –
CL
1065
COWA LLC
Oklahoma
$258K +$126K +8,633 +95%
WAM
1066
Warberg Asset Management
Illinois
$257K +$257K +8,000 New
AIIMS
1067
Analyst IMS Investment Management Services
Israel
$257K +$50.3K +1,585 +24%
RBFC
1068
Roman Butler Fullerton & Co
Missouri
$257K +$782 +24 +0.3%
FAM
1069
Family Asset Management
South Carolina
$256K -$6.66K -207 -3%
HFA
1070
High Falls Advisors
New York
$253K +$675 +21 +0.3%
AMC
1071
Asset Management Corp
Illinois
$251K -$23.7K -738 -9%
RMAM
1072
Raab & Moskowitz Asset Management
New Jersey
$251K -$4.34K -135 -2%
TIAM2
1073
Tru Independence Asset Management 2
Oregon
$250K +$250K +7,790 New
WAM
1074
WealthTrust Asset Management
Florida
$250K -$19.8K -616 -7%
WA
1075
Wealth Advisors
California
$250K -$22.9K -708 -8%
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