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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 %
PCM
1126
Parsons Capital Management
Rhode Island
$309K +$78K +1,852 +34%
AIM
1127
Aspen Investment Management
Michigan
$309K -$51.9K -1,232 -14%
RFA
1128
Register Financial Advisors
Georgia
$309K +$86.2K +2,047 +39%
PFA
1129
Pure Financial Advisors
California
$308K +$308K +7,320 New
MFA
1130
Mayflower Financial Advisors
Massachusetts
$308K -$7.33K -174 -2%
LWM
1131
LongView Wealth Management
Georgia
$308K +$126 +3 +0%
LFASL
1132
Lugano Financial Advisors SA (LFA)
Switzerland
$307K – – –
MIC
1133
Meridian Investment Counsel
California
$307K -$59K -1,400 -16%
CAM
1134
Carret Asset Management
New York
$303K – – –
SWA
1135
Strategies Wealth Advisors
Michigan
$303K +$19.8K +469 +7%
SEP
1136
Southland Equity Partners
Missouri
$302K +$4.68K +111 +2%
ECM
1137
Evergreen Capital Management
Washington
$302K +$9.69K +230 +3%
BW
1138
Bison Wealth
Georgia
$299K -$38.2K -906 -11%
BFA
1139
Beacon Financial Advisory
Ohio
$298K -$23.5K -558 -7%
AI
1140
Accredited Investors
Minnesota
$297K – – –
NF
1141
Nikulski Financial
Iowa
$296K -$120K -2,839 -29%
BTI
1142
Blue Trust Inc
Georgia
$294K -$10.9K -258 -4%
PI
1143
Pachira Investments
California
$292K +$292K +6,943 New
PFP
1144
Pinnacle Financial Partners
Tennessee
$292K +$13.4K +319 +5%
SLC
1145
Second Line Capital
Louisiana
$292K -$136K -3,236 -32%
CA
1146
Continuum Advisory
Idaho
$291K +$291K +6,973 New
SYBT
1147
Stock Yards Bank & Trust
Kentucky
$289K +$23.1K +549 +9%
CW
1148
Connectus Wealth
Ohio
$288K -$251K -5,949 -46%
JFG
1149
JMG Financial Group
Illinois
$288K +$2.95K +70 +1%
PCM
1150
Pointe Capital Management
Michigan
$288K +$3.96K +94 +1%
44 45
46
47 48