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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 %
AA
1051
Addison Advisors
Vermont
$379K -$25.3K -600 -6%
EI
1052
Ellevest Inc
New York
$379K – – –
CNFG
1053
Creegan & Nassoura Financial Group
New Hampshire
$379K – – –
DC
1054
Destiny Capital
Colorado
$379K – – –
DDC
1055
DF Dent & Co
Maryland
$378K – – –
DFG
1056
Dupree Financial Group
Kentucky
$378K -$21.9K -521 -5%
APW
1057
Aurora Private Wealth
New Jersey
$377K +$11.4K +272 +3%
RCM
1058
Richardson Capital Management
Wisconsin
$377K +$377K +8,944 New
IIA
1059
Integral Investment Advisors
California
$374K +$374K +8,926 New
WE
1060
Wealth Effects
Massachusetts
$369K -$94.6K -2,247 -20%
FHC
1061
First Heartland Consultants
Missouri
$369K -$18.9K -449 -5%
TCBWMS
1062
Texas Capital Bank Wealth Management Services
Texas
$369K +$369K +8,760 New
CPSAC
1063
Chas P. Smith & Associates (CPS)
Florida
$369K +$19.8K +470 +6%
FCBT
1064
First Citizens Bank & Trust
North Carolina
$369K +$1.69K +40 +0.5%
FCP
1065
Fidelis Capital Partners
Florida
$368K +$48.7K +1,157 +15%
FLPIM
1066
F.L. Putnam Investment Management
Massachusetts
$365K -$90.6K -2,152 -20%
CWM
1067
Centric Wealth Management
Illinois
$364K +$59.2K +1,466 +19%
JFGIW
1068
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$363K -$61.2K -1,452 -14%
PG
1069
Proffitt & Goodson
Tennessee
$362K -$23.7K -562 -6%
CB
1070
Centennial Bank
Arkansas
$361K +$22.9K +544 +7%
APIM
1071
Agate Pass Investment Management
Washington
$359K – – –
SW
1072
SlateStone Wealth
Florida
$359K – – –
KFS
1073
Kaizen Financial Strategies
California
$357K – – –
LSAG
1074
Lake Street Advisors Group
New Hampshire
$357K – – –
GSIAS
1075
Garden State Investment Advisory Services
New Jersey
$355K +$355K +8,456 New
41 42
43
44 45