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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,510 hedge funds and large institutions have $29.4B invested in Financial Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 547 increasing their positions, 550 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+60
Holders Change %
+4.14%
% of All Funds
21.89%
Holding in Top 10
84
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+27.27%
% of All Funds
1.22%
New
171
Increased
547
Reduced
550
Closed
93
Calls
$7.98B
Puts
$14B
Net Calls
-$6.04B
Net Calls Change
-$1.2B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$962M
2
CWM
CIBC World Markets
New York
+$358M
3
Bank of America
Bank of America
North Carolina
+$345M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$235M
5
Barclays
Barclays
United Kingdom
+$186M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$405M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$347M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$336M
5
MCM
MKP Capital Management
New York
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
1251
Clearwater Capital Advisors
Illinois
$224K -$126 -3 -0.1%
FNBOMD
1252
First National Bank of Mount Dora
Florida
$224K +$224K +5,316 New
DWM
1253
Dopkins Wealth Management
New York
$223K +$223K +5,305 New
OIA
1254
Optimum Investment Advisors
Illinois
$223K -$46.3K -1,100 -17%
SC
1255
Sapient Capital
Indiana
$223K -$60.4K -1,434 -21%
CT
1256
Cambridge Trust
Massachusetts
$222K -$82.1K -1,950 -27%
ZIMP
1257
Zimmermann Investment Management & Planning
Pennsylvania
$222K -$40.8K -969 -16%
WWM
1258
Wolff Wiese Magana
California
$221K -$4.21K -100 -2%
NCM
1259
Narwhal Capital Management
Georgia
$221K +$221K +5,250 New
PWP
1260
Precedent Wealth Partners
Texas
$221K +$221K +5,244 New
FMII
1261
Farmers & Merchants Investments Inc
Nebraska
$220K – – –
BP
1262
BBR Partners
New York
$220K +$220K +5,215 New
SIC
1263
Sterling Investment Counsel
New York
$219K -$4.72K -112 -2%
T. Rowe Price Associates
1264
T. Rowe Price Associates
Maryland
$219K +$219K +5,185 New
GCA
1265
Gradient Capital Advisors
California
$219K +$219K +5,197 New
SFS
1266
Summit Financial Strategies
Ohio
$218K +$218K +5,175 New
YDMI
1267
Y.D. More Investments
Israel
$218K +$29.1K +691 +15%
WAG
1268
Winthrop Advisory Group
Massachusetts
$217K +$217K +5,159 New
ACM
1269
AUA Capital Management
Pennsylvania
$217K +$217K +5,154 New
DWM
1270
Destination Wealth Management
California
$217K +$217K +5,149 New
SAM
1271
SignalPoint Asset Management
Missouri
$217K +$217K +5,148 New
EFG
1272
Ethos Financial Group
Pennsylvania
$216K -$101K -2,382 -32%
FH
1273
FWG Holdings
Florida
$216K -$4.92K -118 -2%
WWS
1274
Wellington Wealth Strategies
Indiana
$215K -$404K -9,586 -65%
FTWA
1275
Fifth Third Wealth Advisors
Ohio
$214K +$214K +5,075 New
49 50
51
52 53