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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,488 hedge funds and large institutions have $28.2B invested in Financial Select Sector SPDR Fund in 2024 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 584 increasing their positions, 535 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,488
Holders Change
-22
Holders Change %
-1.46%
% of All Funds
21.64%
Holding in Top 10
72
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.29%
% of All Funds
1.05%
New
130
Increased
584
Reduced
535
Closed
126
Calls
$8.01B
Puts
$12.2B
Net Calls
-$4.14B
Net Calls Change
+$1.89B

Top Buyers

1
Barclays
Barclays
United Kingdom
+$369M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$363M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$329M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$309M
5
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$214M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$505M
2
CWM
CIBC World Markets
New York
-$484M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$450M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$265M
5
UBS Group
UBS Group
Switzerland
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
1201
Laird Norton Wetherby Wealth Management
California
$244K – – –
WPW
1202
Warther Private Wealth
Ohio
$243K +$243K +5,921 New
HWA
1203
HCR Wealth Advisors
California
$241K +$35K +852 +17%
EWM
1204
Empirical Wealth Management
Washington
$239K +$239K +5,823 New
PFG
1205
Pinnacle Financial Group
Illinois
$239K -$19.4K -472 -8%
BWA
1206
BlueSky Wealth Advisors
North Carolina
$238K +$238K +5,793 New
PFSC
1207
Peoples Financial Services Corp
Pennsylvania
$237K – – –
MWM
1208
Marion Wealth Management
Pennsylvania
$237K – – –
1WA
1209
180 Wealth Advisors
Washington
$237K – – –
LWM
1210
Lakeridge Wealth Management
Ohio
$235K +$235K +5,725 New
PCFFS
1211
Pacific Center for Financial Services
California
$235K +$740 +18 +0.3%
CG
1212
Caprock Group
Idaho
$234K +$234K +5,696 New
HCM
1213
Horrell Capital Management
Arkansas
$234K – – –
PJSIMP
1214
P.J. Schmidt Investment Management (PJS)
Wisconsin
$234K +$234K +5,681 New
SFS
1215
Summit Financial Strategies
Ohio
$233K +$20.4K +497 +10%
WWM
1216
Whalen Wealth Management
Nevada
$233K -$22.4K -544 -9%
DWS
1217
Dynamic Wealth Strategies
California
$233K -$7.4K -180 -3%
EBSAM
1218
Eubel Brady & Suttman Asset Management
Ohio
$233K – – –
SWM
1219
SilverOak Wealth Management
Minnesota
$233K – – –
FIBT
1220
First International Bank & Trust
North Dakota
$232K – – –
SC
1221
Sapient Capital
Indiana
$231K +$13.9K +337 +6%
LFG
1222
Larson Financial Group
Missouri
$231K +$148K +3,596 +179%
SRC
1223
Shufro Rose & Co
New York
$230K – – –
ACP
1224
Arcus Capital Partners
Georgia
$229K +$904 +22 +0.4%
CIA
1225
Cape Investment Advisory
Georgia
$228K -$13.2K -320 -5%
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