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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 %
GIM
1101
Grassi Investment Management
California
$550K -$16.1K -334 -3%
BAM
1102
Brave Asset Management
New Jersey
$550K +$48.5K +1,004 +10%
WCP
1103
Wealthcare Capital Partners
Pennsylvania
$548K +$548K +11,347 New
LSA
1104
L & S Advisors
California
$545K -$1.11K -23 -0.2%
PPP
1105
Private Portfolio Partners
New Jersey
$545K -$43.1K -891 -7%
AIM
1106
AHL Investment Management
Florida
$543K – – –
FFG
1107
Fortem Financial Group
California
$543K +$248K +5,126 +84%
BFO
1108
Biltmore Family Office
North Carolina
$543K – – –
EWM
1109
Elevatus Welath Management
New York
$540K – – –
RIA
1110
RPG Investment Advisory
California
$538K -$4.83K -100 -0.9%
KFI
1111
Key Financial Inc
Pennsylvania
$538K +$1.11K +23 +0.2%
BA
1112
Bristlecone Advisors
Washington
$537K – – –
JHCP
1113
Jackson Hole Capital Partners
Oklahoma
$533K +$48 +1 +0%
ACG
1114
Allen Capital Group
Nebraska
$531K +$1.02K +21 +0.2%
BIP
1115
Blueprint Investment Partners
North Carolina
$531K +$531K +10,985 New
HCP
1116
Hexagon Capital Partners
Arkansas
$528K +$18.8K +388 +4%
WAS
1117
Wealth Advisory Solutions
Indiana
$527K -$10.8K -223 -2%
WE
1118
Wealth Effects
Massachusetts
$527K +$111K +2,305 +27%
AIP
1119
Almanack Investment Partners
Pennsylvania
$526K +$526K +10,874 New
KFS
1120
Kaizen Financial Strategies
California
$525K +$2.18K +45 +0.4%
EWM
1121
Empirical Wealth Management
Washington
$524K +$252K +5,211 +93%
SWP
1122
Sagespring Wealth Partners
Tennessee
$522K +$522K +10,803 New
YIA
1123
YHB Investment Advisors
Connecticut
$517K – – –
BFC
1124
Bedel Financial Consulting
Indiana
$515K +$3.36K +65 +0.7%
Financial Engines Advisors
1125
Financial Engines Advisors
California
$515K +$128K +2,658 +33%
43 44
45
46 47