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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 %
RIL
1101
Rothschild Investment LLC
Illinois
$330K +$211 +5 +0.1%
CFS
1102
CRA Financial Services
New Jersey
$330K -$14K -333 -4%
OFS
1103
OneAscent Financial Services
Alabama
$327K -$14.5K -344 -4%
RCA
1104
Riverview Capital Advisers
Massachusetts
$327K – – –
LF
1105
LifeSteps Financial
California
$326K -$16.8K -400 -5%
LIM
1106
Loudon Investment Management
New Hampshire
$326K – – –
IIM
1107
InTrack Investment Management
Vermont
$326K -$7.62K -181 -2%
PP
1108
Patron Partners
Texas
$325K -$25.5K -606 -7%
VIM
1109
Vista Investment Management
Pennsylvania
$325K -$15.6K -370 -5%
CP
1110
Castleview Partners
Texas
$324K +$321K +7,622 +9,772%
HFA
1111
High Falls Advisors
New York
$324K +$49.1K +1,166 +18%
SVWAG
1112
Sound View Wealth Advisors Group
Georgia
$324K – – –
NS
1113
NBC Securities
Alabama
$321K -$35.3K -837 -10%
GCM
1114
Gallacher Capital Management
Colorado
$321K +$41.1K +975 +15%
FAM
1115
Family Asset Management
South Carolina
$320K +$8K +190 +3%
AUB
1116
Atlantic Union Bankshares
Virginia
$320K – – –
ESB
1117
Essex Savings Bank
Connecticut
$320K – – –
DFG
1118
Delta Financial Group
New Jersey
$319K -$57.5K -1,364 -15%
NW
1119
NewEdge Wealth
Pennsylvania
$315K -$117K -2,885 -27%
SCTC
1120
Sanibel Captiva Trust Company
Florida
$314K +$13.5K +321 +4%
FUBT
1121
First United Bank & Trust
Maryland
$313K -$4.42K -105 -1%
PA
1122
Perennial Advisors
New York
$312K – – –
SP
1123
Stonebrook Private
Michigan
$312K +$26.2K +622 +9%
HIC
1124
Holderness Investments Company
North Carolina
$311K -$3.83K -91 -1%
LWM
1125
Liberty Wealth Management
California
$310K -$4K -95 -1%
43 44
45
46 47