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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 %
HWA
1201
Hillcrest Wealth Advisors
New Jersey
$424K +$37.5K +775 +10%
HWA
1202
HCR Wealth Advisors
California
$422K +$149K +3,080 +55%
APW
1203
Aurora Private Wealth
New Jersey
$421K +$12.3K +254 +3%
ECG
1204
Edge Capital Group
Georgia
$420K +$15.2K +315 +4%
TWCA
1205
Two West Capital Advisors
Kansas
$420K +$420K +8,691 New
CNFG
1206
Creegan & Nassoura Financial Group
New Hampshire
$419K -$10.9K -225 -3%
RWA
1207
River Wealth Advisors
Pennsylvania
$418K -$188K -3,880 -31%
SXL
1208
Summit X LLC
Missouri
$417K +$57.7K +1,193 +16%
UFF
1209
USA Financial Formulas
Michigan
$417K -$68.5K -1,417 -14%
DC
1210
Destiny Capital
Colorado
$416K – – –
FAM
1211
Formidable Asset Management
Ohio
$415K -$193 -4 -0%
SWP
1212
Strategic Wealth Partners
Ohio
$415K -$74.7K -1,445 -15%
IIA
1213
Integral Investment Advisors
California
$414K +$11.1K +229 +3%
AWM
1214
Aries Wealth Management
Maine
$413K – – –
PG
1215
Proffitt & Goodson
Tennessee
$413K +$38.8K +802 +10%
SW
1216
SlateStone Wealth
Florida
$412K – – –
EWM
1217
Executive Wealth Management
Michigan
$411K -$224K -4,644 -35%
LWM
1218
LongView Wealth Management
Georgia
$409K +$55.1K +1,140 +16%
CWM
1219
Comprehensive Wealth Management
Washington
$408K -$1.6K -33 -0.4%
PFA
1220
Pure Financial Advisors
California
$408K -$15.9K -328 -4%
OWMIAS
1221
One Wealth Management Investment & Advisory Services
Florida
$407K – – –
MFG
1222
Mosaic Financial Group
Illinois
$405K -$5.36K -111 -1%
CB
1223
Centennial Bank
Arkansas
$405K – – –
DFG
1224
Delta Financial Group
New Jersey
$404K -$3.14K -65 -0.8%
CFS
1225
Coordinated Financial Services
Colorado
$404K +$404K +8,359 New
47 48
49
50 51