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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 %
CLA
1151
Carnegie Lake Advisors
New Jersey
$475K +$218K +4,507 +85%
EI
1152
Ellevest Inc
New York
$475K – – –
BCP
1153
Berkeley Capital Partners
Georgia
$474K +$4.64K +96 +1%
MA
1154
MONECO Advisors
Connecticut
$473K +$22.6K +468 +5%
AWA
1155
Amplius Wealth Advisors
Pennsylvania
$470K – – –
WTC
1156
WhitTier Trust Company
Nevada
$470K – – –
LC
1157
Luminist Capital
Michigan
$469K +$469K +9,713 New
P8IP
1158
Pier 88 Investment Partners
California
$469K +$469K +9,700 New
FCM
1159
Fourpath Capital Management
Oklahoma
$469K +$55.4K +1,146 +13%
WA
1160
Wealth Architects
California
$468K +$207K +4,287 +79%
RIS
1161
Retirement Income Solutions
Michigan
$468K +$175K +3,627 +60%
LWM
1162
Lodestone Wealth Management
Washington
$468K -$15.4K -319 -3%
EM
1163
ELCO Management
New York
$467K -$362K -7,500 -44%
FCBT
1164
First Citizens Bank & Trust
North Carolina
$466K +$2.18K +45 +0.5%
KF
1165
KKM Financial
Illinois
$462K – – –
DE
1166
Diversified Enterprises
Delaware
$462K +$64.2K +1,329 +16%
MIA
1167
Milestone Investment Advisors
Wisconsin
$459K -$9.71K -201 -2%
Twin Tree Management
1168
Twin Tree Management
Texas
$457K -$97.9M -2,025,367 -100%
CPSAC
1169
Chas P. Smith & Associates (CPS)
Florida
$455K – – –
ClearBridge Investments
1170
ClearBridge Investments
New York
$453K -$273K -5,657 -38%
AWM
1171
Alterna Wealth Management
Texas
$452K -$2.77M -57,390 -86%
VWM
1172
Valley Wealth Managers
New Jersey
$452K -$58K -1,200 -11%
TAM
1173
Titleist Asset Management
Texas
$451K +$229K +4,737 +103%
TFF
1174
The Family Firm
Maryland
$451K +$451K +9,325 New
FFM
1175
Forum Financial Management
Illinois
$450K +$25.2K +522 +6%
45 46
47
48 49