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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
23.38%
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 %
GSEP
1226
Golden State Equity Partners
California
$404K +$273K +5,644 +208%
SFWC
1227
Strategic Family Wealth Counselors
New Jersey
$402K -$61.8K -1,279 -13%
HWA
1228
HMV Wealth Advisors
Louisiana
$402K +$402K +8,311 New
LF
1229
Lighthouse Financial
Florida
$402K +$402K +8,311 New
WC
1230
Whitney & Co
New York
$400K – – –
FHC
1231
First Heartland Consultants
Missouri
$399K +$21.4K +443 +6%
HA
1232
Herold Advisors
New York
$395K +$1.6K +33 +0.4%
AFS
1233
AFG Fiduciary Services
Massachusetts
$394K +$394K +7,964 New
CPIG
1234
Chicago Partners Investment Group
Illinois
$393K -$52.2K -1,077 -12%
TPW
1235
Tiller Private Wealth
Pennsylvania
$392K +$70.8K +1,465 +22%
ECA
1236
Elevated Capital Advisors
Utah
$392K -$730K -15,100 -65%
HBW
1237
Hazlett, Burt & Watson
West Virginia
$392K +$5K +103 +1%
SIA
1238
SeaBridge Investment Advisors
New Jersey
$389K +$389K +8,052 New
MCM
1239
Manchester Capital Management
Vermont
$389K – – –
SCA
1240
Sage Capital Advisors
South Dakota
$388K +$48 +1 +0%
SCM
1241
Sebold Capital Management
Illinois
$387K -$32.4K -671 -8%
CL
1242
COWA LLC
Oklahoma
$387K – – –
AG
1243
AmeriFlex Group
Nevada
$383K +$383K +7,441 New
ECM
1244
Exchange Capital Management
Michigan
$383K – – –
RBC
1245
Romano Brothers & Co
Illinois
$382K – – –
SIMG
1246
Sonora Investment Management Group
Arizona
$381K +$22.7K +470 +6%
FCB
1247
First County Bank
Connecticut
$380K -$31.4K -650 -8%
SHJ
1248
Sharkey, Howes & Javer
Colorado
$379K – – –
GIA
1249
Guyasuta Investment Advisors
Pennsylvania
$377K +$18.2K +377 +5%
GCM
1250
Gallacher Capital Management
Colorado
$376K -$1.06K -22 -0.3%
48 49
50
51 52