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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 %
PWPS
1276
Pinnacle Wealth Planning Services
Ohio
$358K +$358K +7,414 New
LSA
1277
Lion Street Advisors
Texas
$358K +$144K +2,970 +67%
LWM
1278
Liberty Wealth Management
California
$357K +$10.7K +222 +3%
IAS
1279
Investment Advisory Services
Texas
$357K +$483 +10 +0.1%
FTWA
1280
Fifth Third Wealth Advisors
Ohio
$356K +$101K +2,095 +40%
VT
1281
Vise Technologies
New York
$356K +$356K +7,373 New
IWA
1282
Icon Wealth Advisors
Texas
$356K -$23.2K -480 -6%
EB
1283
Eastern Bank
Massachusetts
$356K +$74.5K +1,542 +26%
GI
1284
Gradient Investments
Minnesota
$356K +$22.1K +457 +7%
FF
1285
Friedenthal Financial
New Jersey
$355K +$113K +2,344 +47%
WWA
1286
Wealth Watch Advisors
Colorado
$355K +$355K +7,346 New
AC
1287
Avestar Capital
New York
$354K +$56.7K +1,173 +19%
STA
1288
Smith Thornton Advisors
Alabama
$354K – – –
WAM
1289
Wernau Asset Management
Massachusetts
$353K +$353K +7,313 New
LFASL
1290
Lugano Financial Advisors SA (LFA)
Switzerland
$353K – – –
OC
1291
Opinicus Capital
Florida
$352K +$33.2K +687 +10%
BW
1292
BIP Wealth
Georgia
$351K +$60.1K +1,243 +21%
FCM
1293
Firestone Capital Management
Florida
$351K +$17.4K +360 +5%
PCM
1294
Parsons Capital Management
Rhode Island
$351K +$3.63K +75 +1%
MSAM
1295
Moloney Securities Asset Management
Missouri
$350K -$78.1K -1,615 -18%
AIM
1296
Aspen Investment Management
Michigan
$350K – – –
JSW
1297
Journey Strategic Wealth
New Jersey
$350K -$28.2K -583 -7%
RFA
1298
Register Financial Advisors
Georgia
$349K +$11.5K +237 +3%
AFG
1299
Atomi Financial Group
New York
$349K +$349K +7,222 New
FPCP
1300
Fort Point Capital Partners
California
$348K +$80K +1,656 +30%
50 51
52
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