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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 %
NF
1301
Norwood Financial
Pennsylvania
$175K – – –
SMA
1302
Sage Mountain Advisors
Georgia
$173K +$7.58K +180 +5%
BCWM
1303
Bartlett & Co Wealth Management
Ohio
$173K -$20.6K -490 -11%
VC
1304
Vestor Capital
Illinois
$172K -$4.89K -116 -3%
BHWM
1305
Beaird Harris Wealth Management
Texas
$171K – – –
AWM
1306
Ameliora Wealth Management
Switzerland
$168K +$168K +4,000 New
HCM
1307
Highlander Capital Management
New Jersey
$167K +$146K +3,460 +671%
BG
1308
Bollard Group
Massachusetts
$165K +$506 +12 +0.3%
GCM
1309
Gables Capital Management
Florida
$160K – – –
GC
1310
Garde Capital
Washington
$158K -$97.8K -2,329 -38%
FCAS
1311
First Command Advisory Services
Texas
$155K +$4.13K +98 +3%
WOC
1312
West Oak Capital
California
$152K -$6.44K -153 -4%
PB
1313
Pinnacle Bancorp
Nebraska
$147K – – –
BAM
1314
Byrne Asset Management
New Jersey
$142K +$17.1K +405 +14%
SS
1315
Sunbelt Securities
Texas
$139K -$3.16K -75 -2%
CWC
1316
Carolinas Wealth Consulting
North Carolina
$136K +$136K +3,233 New
BBPWM
1317
Blue Bell Private Wealth Management
Pennsylvania
$132K -$96K -2,280 -42%
CB
1318
Community Bank
New York
$130K – – –
NL
1319
NVWM LLC
Pennsylvania
$126K – – –
PGAM
1320
Princeton Global Asset Management
New Jersey
$125K +$126 +3 +0.1%
TIM
1321
Tortoise Investment Management
New York
$124K +$63.2K +1,501 +105%
GWANC
1322
Guardian Wealth Advisors (North Carolina)
North Carolina
$121K -$95.9K -2,277 -44%
CT
1323
Colonial Trust
South Carolina
$120K -$13.5K -320 -10%
HIA
1324
Harbor Investment Advisory
Maryland
$120K +$24.5K +582 +26%
SA
1325
Scarborough Advisors
Maryland
$119K -$9.9K -235 -8%
51 52
53
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