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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,322 hedge funds and large institutions have $21.2B invested in Financial Select Sector SPDR Fund in 2023 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 429 increasing their positions, 574 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,322
Holders Change
-13
Holders Change %
-0.97%
% of All Funds
21.08%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.85%
New
110
Increased
429
Reduced
574
Closed
104
Calls
$5.68B
Puts
$8.5B
Net Calls
-$2.81B
Net Calls Change
-$446M

Top Buyers

1
PF
Phoenix Financial
Israel
$456M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$507M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$488M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$373M
5
MCM
MKP Capital Management
New York
$135M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$466M
2
Barclays
Barclays
United Kingdom
$700M
3
UBS Group
UBS Group
Switzerland
$548M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$7.24M
5
Wolverine Trading
Wolverine Trading
Illinois
$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
1151
Capital Analysts LLC
Pennsylvania
$94K +$90.2K +2,717 +2,363%
BC
1152
Barrett & Company
Rhode Island
$93K +$3.78K +114 +4%
DJSG
1153
D.J. St. Germain
Massachusetts
$92.4K – – –
WWP
1154
WR Wealth Planners
Missouri
$90.9K – – –
HIA
1155
Harbor Investment Advisory
Maryland
$88.4K – – –
RFA
1156
Resurgent Financial Advisors
Georgia
$86.3K -$137K -4,120 -61%
HFM
1157
Hartford Financial Management
Connecticut
$86.2K – – –
Kayne Anderson Rudnick Investment Management
1158
Kayne Anderson Rudnick Investment Management
California
$85K – – –
PMFA
1159
Plante Moran Financial Advisors
Michigan
$83.4K +$27.5K +829 +49%
PCTC
1160
Perkins Coie Trust Company
Washington
$79.8K +$79.8K +2,407 New
BWL
1161
Bogart Wealth LLC
Virginia
$78.7K +$8.82K +266 +13%
SCA
1162
Stonebridge Capital Advisors
Minnesota
$78.1K – – –
JEST
1163
JTC Employer Solutions Trustee
Jersey
$77K – – –
CT
1164
Colonial Trust
South Carolina
$77K +$3.98K +120 +5%
TSW
1165
Thompson Siegel & Walmsley
Virginia
$76K – – –
BBHC
1166
Brown Brothers Harriman & Co
New York
$71.3K -$15.1K -456 -17%
CWM
1167
Compass Wealth Management
Connecticut
$71.3K -$33.2K -1,000 -32%
OSNBOA
1168
Old Second National Bank of Aurora
Illinois
$70.6K -$14.3K -431 -17%
NRG
1169
Nemes Rush Group
Michigan
$69.5K -$16.6K -501 -19%
LB
1170
Legacy Bridge
Iowa
$69.5K – – –
HDIM
1171
Hanson & Doremus Investment Management
Vermont
$69K – – –
MTIC
1172
Missouri Trust & Investment Company
Missouri
$68.2K -$13.4K -405 -16%
NSG
1173
Nalls Sherbakoff Group
Tennessee
$68K – – –
ANBT
1174
American National Bank & Trust
Texas
$66.9K -$13.8K -417 -17%
ITIM
1175
Indiana Trust & Investment Management
Indiana
$66.9K +$66.9K +2,018 New
45 46
47
48 49