XLF icon

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 %
ZIMP
1226
Zimmermann Investment Management & Planning
Pennsylvania
$228K +$10.9K +266 +5%
SAM
1227
SignalPoint Asset Management
Missouri
$227K +$15.6K +379 +7%
FWA
1228
FSM Wealth Advisors
Ohio
$227K – – –
PNAA
1229
Pictet North America Advisors
Switzerland
$225K – – –
EFG
1230
Embree Financial Group
Illinois
$224K +$224K +5,454 New
RIS
1231
Retirement Income Solutions
Michigan
$224K – – –
FH
1232
FWG Holdings
Florida
$224K – – –
RRA
1233
Round Rock Advisors
Connecticut
$223K -$7.69K -187 -3%
WA
1234
Wealth Architects
California
$222K -$10.3K -250 -4%
AIM
1235
Athena Investment Management
California
$222K – – –
WAAG
1236
Wealth Alliance Advisory Group
Kansas
$222K +$41 +1 +0%
ACM
1237
Arlington Capital Management
Illinois
$221K +$221K +5,377 New
FCA
1238
FinTrust Capital Advisors
South Carolina
$220K – – –
CCA
1239
Clearwater Capital Advisors
Illinois
$219K – – –
DWM
1240
Dopkins Wealth Management
New York
$218K – – –
ACM
1241
Allred Capital Management
Texas
$217K +$12.9K +314 +6%
CA
1242
Continuum Advisory
Idaho
$217K -$69.8K -1,698 -24%
NCM
1243
Narwhal Capital Management
Georgia
$216K – – –
PWP
1244
Precedent Wealth Partners
Texas
$216K – – –
GCA
1245
Gradient Capital Advisors
California
$214K – – –
WAG
1246
Winthrop Advisory Group
Massachusetts
$214K +$1.56K +38 +0.7%
MMA
1247
Miracle Mile Advisors
California
$211K +$211K +5,144 New
IIA
1248
IPG Investment Advisors
California
$211K -$515K -12,523 -71%
SIAG
1249
Safeguard Investment Advisory Group
California
$211K -$23.7K -577 -10%
FNC
1250
First National Corp
Massachusetts
$211K +$211K +5,133 New
48 49
50
51 52