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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 %
APP
1076
Avantax Planning Partners
Iowa
$578K -$48 -1 -0%
FWSM
1077
First Wilshire Securities Management
California
$578K – – –
UOTTAIMCU
1078
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$577K – – –
LSAG
1079
Lake Street Advisors Group
New Hampshire
$577K +$577K +11,945 New
BSA
1080
Braun Stacey Associates
New York
$577K +$10.4K +215 +2%
JIR
1081
James Investment Research
Ohio
$576K +$10.7K +222 +2%
CNWM
1082
Clay Northam Wealth Management
California
$571K – – –
CIA
1083
Choate Investment Advisors
Massachusetts
$571K -$14.5K -300 -2%
USWIA
1084
UP Strategic Wealth Investment Advisors
Pennsylvania
$571K – – –
FMWA
1085
Forvis Mazars Wealth Advisors
Missouri
$567K – – –
SA
1086
Strategic Advisors
New York
$567K -$211K -4,358 -27%
TWP
1087
Tempus Wealth Planning
California
$567K -$9.09K -188 -2%
MC
1088
Mathes Company
New York
$565K – – –
WPW
1089
Waldron Private Wealth
Pennsylvania
$562K -$328K -6,790 -37%
CCM
1090
Coldstream Capital Management
Washington
$562K +$256K +5,288 +83%
LWL
1091
Leo Wealth LLC
Texas
$561K +$55K +1,139 +11%
TA
1092
TruWealth Advisors
Louisiana
$561K +$145 +3 +0%
IA
1093
Inspire Advisors
Idaho
$559K +$24.3K +503 +5%
SIA
1094
Strategic Investment Advisors
Michigan
$554K +$554K +11,463 New
WP
1095
WMS Partners
Maryland
$554K – – –
LWM
1096
Lionshead Wealth Management
New York
$553K +$553K +11,448 New
PWM
1097
Pines Wealth Management
North Carolina
$552K +$552K +11,665 New
HPC
1098
HM Payson & Co
Maine
$552K – – –
AWA
1099
Arete Wealth Advisors
Illinois
$551K +$67K +1,387 +14%
LWAM
1100
Legacy Wealth Asset Management
Minnesota
$551K -$9.57K -198 -2%
42 43
44
45 46