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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,450 hedge funds and large institutions have $26.1B invested in Financial Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 491 increasing their positions, 536 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+128
Holders Change %
+9.68%
% of All Funds
21.26%
Holding in Top 10
66
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.53%
% of All Funds
0.97%
New
232
Increased
491
Reduced
536
Closed
80
Calls
$5.57B
Puts
$10.4B
Net Calls
-$4.83B
Net Calls Change
-$2.02B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.54B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$615M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$301M
4
MCM
4
MKP Capital Management
New York
$408M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$781M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$1.85M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.56B
3
Barclays
3
Barclays
United Kingdom
$459M
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$62.1M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$263M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
1076
Baldwin Investment Management
Pennsylvania
$292K -$18.8K -500 -6%
RCA
1077
Riverview Capital Advisers
Massachusetts
$291K – – –
LIM
1078
Loudon Investment Management
New Hampshire
$291K – – –
GI
1079
Gradient Investments
Minnesota
$290K +$4.02K +107 +1%
SVWAG
1080
Sound View Wealth Advisors Group
Georgia
$289K -$15.9K -424 -5%
BFA
1081
Beacon Financial Advisory
Ohio
$287K +$24.1K +642 +9%
IIC
1082
Integrated Investment Consultants
Michigan
$287K – – –
AUB
1083
Atlantic Union Bankshares
Virginia
$285K – – –
FCP
1084
Fidelis Capital Partners
Florida
$285K -$238K -6,332 -46%
FUBT
1085
First United Bank & Trust
Maryland
$283K -$7.52K -200 -3%
MSCM
1086
McElhenny Sheffield Capital Management
Texas
$282K – – –
EFG
1087
Ethos Financial Group
Pennsylvania
$282K +$41.5K +1,103 +17%
WIA
1088
Wetzel Investment Advisors
Indiana
$282K +$282K +7,494 New
MFA
1089
Mayflower Financial Advisors
Massachusetts
$282K +$4.93K +131 +2%
BWM
1090
Bulltick Wealth Management
Florida
$281K -$47K -1,250 -14%
HIC
1091
Holderness Investments Company
North Carolina
$281K +$36.5K +971 +15%
LWM
1092
Liberty Wealth Management
California
$280K +$4.02K +107 +1%
FAM
1093
Family Asset Management
South Carolina
$279K +$55.3K +1,471 +25%
PA
1094
Perennial Advisors
New York
$278K +$278K +7,398 New
HAM
1095
Harmony Asset Management
Arizona
$276K +$276K +7,346 New
LWM
1096
LongView Wealth Management
Georgia
$276K +$276K +7,306 New
OC
1097
Opinicus Capital
Florida
$275K +$275K +7,315 New
LFASL
1098
Lugano Financial Advisors SA (LFA)
Switzerland
$274K +$274K +7,300 New
GSEP
1099
Golden State Equity Partners
California
$273K -$29.3K -778 -10%
BBHC
1100
Brown Brothers Harriman & Co
New York
$273K +$192K +5,105 +237%
42 43
44
45 46