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Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,576 hedge funds and large institutions have $31.1B invested in Financial Select Sector SPDR Fund in 2024 Q3 according to their latest regulatory filings, with 183 funds opening new positions, 611 increasing their positions, 541 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,576
Holders Change
+88
Holders Change %
+5.91%
% of All Funds
22.8%
Holding in Top 10
78
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.33%
% of All Funds
1.13%
New
183
Increased
611
Reduced
541
Closed
78
Calls
$9.05B
Puts
$15.4B
Net Calls
-$6.38B
Net Calls Change
-$2.23B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$773M
2
Millennium Management
Millennium Management
New York
$310M
3
MCM
MKP Capital Management
New York
$175M
4
Wells Fargo
Wells Fargo
California
$798M
5
SFM
Soros Fund Management
New York
$127M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.1B
2
Barclays
Barclays
United Kingdom
$718M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$2.8M
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHC
1351
Wulff, Hansen & Co
California
$205K +$205K +4,515 New
IF
1352
Integrity Financial
Wyoming
$204K – – –
BFM
1353
Boston Financial Management
Massachusetts
$203K +$203K +4,480 New
SBIA
1354
Sheaff Brock Investment Advisors
Indiana
$202K +$202K +4,465 New
SM
1355
Sweeney & Michel
California
$202K +$202K +4,242 New
SCM
1356
Sage Capital Management
New Jersey
$202K +$202K +4,447 New
AMBIA
1357
Allen Mooney & Barnes Investment Advisors
Georgia
$201K -$311K -6,856 -61%
LSA
1358
Lion Street Advisors
Texas
$201K +$201K +4,435 New
OCM
1359
Orleans Capital Management
Louisiana
$201K +$201K +4,430 New
SMA
1360
Sage Mountain Advisors
Georgia
$199K – – –
AWM
1361
Angeles Wealth Management
California
$195K +$104K +2,300 +114%
MAM
1362
Marquette Asset Management
Minnesota
$194K +$194K +4,290 New
WI
1363
Wintrust Investments
Illinois
$190K -$1.33M -30,962 -87%
FCA
1364
FinTrust Capital Advisors
South Carolina
$189K -$54.4K -1,200 -22%
CAS
1365
Coppell Advisory Solutions
Texas
$184K -$5.69K -126 -3%
CSWM
1366
Cassady Schiller Wealth Management
Ohio
$182K +$498 +11 +0.3%
BG
1367
Bollard Group
Massachusetts
$178K +$543 +12 +0.3%
CT
1368
Colonial Trust
South Carolina
$172K +$43.1K +950 +33%
CTA
1369
Colonial Trust Advisors
South Carolina
$168K +$148K +3,276 +748%
CWC
1370
Carolinas Wealth Consulting
North Carolina
$167K +$17K +374 +11%
FCAS
1371
First Command Advisory Services
Texas
$166K – – –
SS
1372
Sunbelt Securities
Texas
$161K +$408 +9 +0.3%
WGS
1373
Washington Growth Strategies
District of Columbia
$159K +$159K +7,252 New
BCWM
1374
Bartlett & Co Wealth Management
Ohio
$159K -$4.53K -100 -3%
GCM
1375
Gables Capital Management
Florida
$159K -$9.06K -200 -5%
53 54
55
56 57