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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,450 hedge funds and large institutions have $26.1B invested in Financial Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 491 increasing their positions, 536 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+128
Holders Change %
+9.68%
% of All Funds
21.26%
Holding in Top 10
66
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.53%
% of All Funds
0.97%
New
232
Increased
491
Reduced
536
Closed
80
Calls
$5.57B
Puts
$10.4B
Net Calls
-$4.83B
Net Calls Change
-$2.02B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.54B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$615M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$301M
4
MCM
4
MKP Capital Management
New York
$408M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$781M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$1.85M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.56B
3
Barclays
3
Barclays
United Kingdom
$459M
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$62.1M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$263M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1176
Avion Wealth
Texas
$228K – – –
TCWA
1177
Turtle Creek Wealth Advisors
Texas
$228K +$228K +6,061 New
LIG
1178
Lokken Investment Group
Delaware
$227K +$227K +6,030 New
MF
1179
Meridian Financial
Massachusetts
$227K +$227K +6,025 New
MMA
1180
Miracle Mile Advisors
California
$226K -$500K -13,287 -69%
DWP
1181
Daymark Wealth Partners
Ohio
$226K +$226K +6,007 New
GC
1182
Gratus Capital
Georgia
$226K +$226K +6,000 New
SFPG
1183
Stonebridge Financial Planning Group
Florida
$226K -$605K -16,078 -73%
MC
1184
Miramar Capital
Illinois
$225K +$225K +5,990 New
LNWWM
1185
Laird Norton Wetherby Wealth Management
California
$223K +$223K +5,940 New
PWCM
1186
Processus Wealth & Capital Management
Tennessee
$222K +$222K +5,911 New
DWS
1187
Dynamic Wealth Strategies
California
$221K +$221K +5,886 New
DI
1188
DAGCO Inc
Ohio
$221K +$221K +5,886 New
PFSC
1189
Peoples Financial Services Corp
Pennsylvania
$221K – – –
FTC
1190
Farmers Trust Company
Ohio
$221K +$221K +5,870 New
MCM
1191
Manchester Capital Management
Vermont
$220K – – –
KFA
1192
Kapstone Financial Advisors
Ohio
$220K +$220K +5,704 New
BSB
1193
Bangor Savings Bank
Maine
$219K -$48.1K -1,280 -18%
BWA
1194
BlueSky Wealth Advisors
North Carolina
$218K -$165K -4,396 -43%
SIAG
1195
Safeguard Investment Advisory Group
California
$217K +$217K +5,784 New
AGP
1196
Autumn Glory Partners
Texas
$216K +$216K +5,783 New
1WA
1197
180 Wealth Advisors
Washington
$215K +$215K +5,699 New
HCM
1198
Horrell Capital Management
Arkansas
$214K – – –
RWM
1199
Revisor Wealth Management
Ohio
$214K +$214K +5,689 New
TCM
1200
Towercrest Capital Management
Pennsylvania
$213K +$213K +5,670 New
46 47
48
49 50