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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 %
PWM
1051
Peterson Wealth Management
Nevada
$611K -$3K -62 -0.5%
MWA
1052
Meridian Wealth Advisors
Texas
$608K – – –
RWM
1053
Rezny Wealth Management
Florida
$606K +$606K +12,538 New
MWM
1054
Modera Wealth Management
New Jersey
$604K +$113K +2,346 +23%
MA
1055
Modus Advisors
Minnesota
$603K +$1.79K +37 +0.3%
PWW
1056
Pettyjohn Wood & White
Virginia
$600K -$4.83K -100 -0.8%
GP
1057
Guardian Partners
Canada
$595K +$595K +12,279 New
CCM
1058
Condor Capital Management
New Jersey
$593K -$11.9K -246 -2%
CTB
1059
Country Trust Bank
Illinois
$593K +$33.9K +702 +6%
SFM
1060
Soros Fund Management
New York
$593K -$135M -2,787,730 -100%
CCA
1061
Cadent Capital Advisors
Oklahoma
$591K +$213K +4,408 +56%
KWM
1062
Kaydan Wealth Management
Michigan
$591K +$34.3K +709 +6%
1IA
1063
1834 Investment Advisors
Wisconsin
$591K – – –
TI
1064
tru Independence
Oregon
$589K +$2.18K +45 +0.4%
BCM
1065
Barometer Capital Management
Ontario, Canada
$588K +$588K +14,300 New
CP
1066
Cumberland Partners
Ontario, Canada
$587K +$13K +270 +2%
Empower Advisory Group
1067
Empower Advisory Group
Colorado
$587K -$49.5K -1,025 -8%
LSPW
1068
Lake Street Private Wealth
Illinois
$587K -$15.7K -324 -3%
FLPIM
1069
F.L. Putnam Investment Management
Massachusetts
$584K +$51.6K +1,068 +10%
CC
1070
Courier Capital
New York
$582K +$1.26K +26 +0.2%
ONST
1071
Old North State Trust
North Carolina
$580K – – –
GI
1072
GAMMA Investing
California
$579K – – –
PA
1073
PFG Advisors
Arizona
$579K -$9.09K -188 -2%
MM
1074
Morangie Management
Florida
$579K +$579K +11,982 New
CFIA
1075
Cantor Fitzgerald Investment Advisors
New York
$579K – – –
41 42
43
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