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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 %
WIA
1151
Wetzel Investment Advisors
Indiana
$287K -$11.4K -286 -4%
RWM
1152
Ritholtz Wealth Management
New York
$287K -$12.3K -293 -4%
JIP
1153
Jaffetilchin Investment Partners
Florida
$286K +$2.36K +56 +0.8%
AC
1154
Avestar Capital
New York
$286K +$42 +1 +0%
BFG
1155
Bouchey Financial Group
New York
$286K – – –
DWP
1156
Daymark Wealth Partners
Ohio
$285K +$31.8K +754 +13%
AGA
1157
Arkos Global Advisors
Texas
$284K +$284K +6,752 New
IIC
1158
Ironwood Investment Counsel
Arizona
$284K -$20.3K -483 -7%
SAM
1159
Silvercrest Asset Management
New York
$283K +$52.6K +1,249 +23%
MWM
1160
Mattern Wealth Management
Kansas
$283K +$5.05K +120 +2%
FCM
1161
Firestone Capital Management
Florida
$282K +$282K +6,690 New
CFG
1162
Carr Financial Group
Massachusetts
$281K +$16.8K +399 +6%
PFA
1163
Pathway Financial Advisors
Vermont
$281K – – –
FFBTD
1164
First Financial Bank - Trust Division
Ohio
$281K -$6.23K -148 -2%
CFO
1165
Callan Family Office
Pennsylvania
$280K -$126K -3,000 -31%
CWP
1166
Core Wealth Partners
California
$280K +$758 +18 +0.3%
CD
1167
Chapin Davis
Maryland
$279K – – –
LJAC
1168
L.J. Altfest & Co
New York
$278K -$2.36K -56 -0.8%
ERIM
1169
Eagle Ridge Investment Management
Connecticut
$278K – – –
SXL
1170
Summit X LLC
Missouri
$277K +$277K +6,581 New
CAG
1171
Curtis Advisory Group
California
$276K +$4.38K +104 +2%
CGL
1172
Clarius Group LLC
Washington
$276K +$276K +6,550 New
ACM
1173
Arcataur Capital Management
Wisconsin
$275K – – –
CCA
1174
Clarity Capital Advisors
Florida
$275K +$1.01K +24 +0.4%
BAM
1175
Berkshire Asset Management
Pennsylvania
$274K -$1.35K -32 -0.5%
45 46
47
48 49