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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 %
SPWM
1126
Spartan Planning & Wealth Management
North Carolina
$514K +$514K +10,635 New
LA
1127
Legacy Advisors
Pennsylvania
$507K +$507K +10,490 New
SAM
1128
Sherman Asset Management
California
$506K +$506K +10,460 New
CCA
1129
Childress Capital Advisors
Texas
$505K – – –
ACP
1130
Argyle Capital Partners
California
$504K +$504K +10,433 New
SW
1131
SkyOak Wealth
Michigan
$503K +$503K +10,401 New
ACP
1132
Aveo Capital Partners
Colorado
$503K +$503K +10,399 New
DI
1133
Disciplined Investors
Texas
$502K +$502K +10,524 New
SEP
1134
Southland Equity Partners
Missouri
$500K -$7.1K -147 -1%
MWPCG
1135
Measured Wealth Private Client Group
New Hampshire
$499K +$171K +3,540 +52%
SSWG
1136
Seven Springs Wealth Group
Tennessee
$496K – – –
OFG
1137
Oxford Financial Group
Indiana
$492K -$77.3K -1,599 -14%
RMAM
1138
Raab & Moskowitz Asset Management
New Jersey
$490K -$1.93K -40 -0.4%
DWM
1139
Destination Wealth Management
California
$486K +$12.3K +254 +3%
ACP
1140
Aviance Capital Partners
Florida
$486K +$48 +1 +0%
SAMT
1141
Select Asset Management & Trust
Pennsylvania
$485K – – –
NI
1142
NCP Inc
California
$484K -$18.5K -382 -4%
LCS
1143
Levin Capital Strategies
New York
$483K – – –
DMC
1144
Drexel Morgan & Co
Pennsylvania
$483K – – –
JWM
1145
Jupiter Wealth Management
Colorado
$483K +$483K +10,000 New
AWM
1146
Ameliora Wealth Management
Switzerland
$483K +$483K +10,000 New
MUAMU
1147
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$483K -$338K -7,000 -41%
MWM
1148
MGB Wealth Management
Texas
$482K +$9.81K +203 +2%
Bank Julius Baer & Co
1149
Bank Julius Baer & Co
Switzerland
$476K +$199K +3,733 +72%
SVWAG
1150
Sound View Wealth Advisors Group
Georgia
$475K +$36.2K +748 +8%
44 45
46
47 48