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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 %
M
1276
MYeCFO
California
$213K -$63.2K -1,500 -23%
GBT
1277
Grove Bank & Trust
Florida
$213K -$128K -3,050 -38%
OWA
1278
ORBA Wealth Advisors
Illinois
$212K +$212K +5,039 New
ACP
1279
Aviance Capital Partners
Florida
$211K -$12.6K -300 -6%
HWA
1280
HCR Wealth Advisors
California
$211K +$211K +5,013 New
CAMG
1281
CWA Asset Management Group
Florida
$211K +$211K +5,000 New
NMM
1282
Naples Money Management
Florida
$209K -$10.7K -253 -5%
AG
1283
AlTi Global
New York
$209K -$194K -4,602 -48%
ACM
1284
Allred Capital Management
Texas
$209K +$209K +4,972 New
VCP
1285
Verus Capital Partners
Arizona
$209K +$209K +4,957 New
JWM
1286
JPL Wealth Management
Colorado
$208K +$208K +4,945 New
PMSA
1287
Patrick M. Sweeney & Associates
Illinois
$207K +$207K +4,924 New
GPW
1288
Gray Private Wealth
Massachusetts
$207K +$207K +4,920 New
EPM
1289
Elm Partners Management
Pennsylvania
$205K +$205K +4,864 New
CCG
1290
Coastwise Capital Group
California
$203K +$203K +4,829 New
FWM
1291
Fairhaven Wealth Management
Illinois
$201K +$201K +4,783 New
GWP
1292
Gateway Wealth Partners
Wisconsin
$201K +$201K +4,783 New
BCM
1293
BluePath Capital Management
Georgia
$200K +$200K +4,752 New
DPI
1294
Diversified Portfolios Inc
Michigan
$200K +$200K +4,750 New
T
1295
Tidemark
California
$200K -$69.7K -1,655 -26%
RMC
1296
Resources Management Corp
Connecticut
$198K – – –
GWSA
1297
Global Wealth Strategies & Associates
Colorado
$191K – – –
AAG
1298
Accordant Advisory Group
Maryland
$185K +$185K +4,382 New
IF
1299
Integrity Financial
Wyoming
$177K -$3.96K -94 -2%
Bessemer Group
1300
Bessemer Group
New Jersey
$175K -$8.23K -195 -4%
50 51
52
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