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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
$2.73B
2
Bank of America
Bank of America
North Carolina
$4.43B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$542M
4
Citigroup
Citigroup
New York
$505M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.07B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.27B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
3
Barclays
Barclays
United Kingdom
$459M
4
AOI
Auto-Owners Insurance
Michigan
$0
5
MCM
MKP Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LIG
1401
Lokken Investment Group
Delaware
$265K +$48 +1 +0%
GCP
1402
GSA Capital Partners
United Kingdom
$261K +$261K +5,407 New
AIM
1403
Athena Investment Management
California
$261K – – –
DF
1404
Dunhill Financial
United Kingdom
$261K +$130K +2,700 +100%
WAAG
1405
Wealth Alliance Advisory Group
Kansas
$261K +$48 +1 +0%
CCA
1406
Clearwater Capital Advisors
Illinois
$261K – – –
ANBT
1407
American National Bank & Trust
Texas
$260K -$20.7K -428 -7%
FWM
1408
Fairhaven Wealth Management
Illinois
$258K +$27K +559 +12%
DWM
1409
Dopkins Wealth Management
New York
$256K – – –
PPW
1410
Parcion Private Wealth
Washington
$255K +$483 +10 +0.2%
SAM
1411
Smith Asset Management
Florida
$254K +$254K +5,255 New
NCM
1412
Narwhal Capital Management
Georgia
$254K – – –
PWP
1413
Precedent Wealth Partners
Texas
$253K – – –
FNB
1414
Farmers National Bank
Kentucky
$253K +$253K +5,236 New
MFA
1415
Mayflower Financial Advisors
Massachusetts
$253K -$18K -372 -7%
NAS
1416
Nicolet Advisory Services
Wisconsin
$253K +$253K +5,342 New
FFM
1417
Flagstone Financial Management
Nebraska
$253K – – –
KFA
1418
Kapstone Financial Advisors
Ohio
$253K – – –
FCFC
1419
First Citizens Financial Corp
Iowa
$252K +$252K +5,212 New
BA
1420
Bluesphere Advisors
Pennsylvania
$252K +$252K +5,208 New
OCM
1421
Orleans Capital Management
Louisiana
$252K +$23.2K +450 +10%
GCA
1422
Gradient Capital Advisors
California
$251K +$48 +1 +0%
FA
1423
Fiduciary Alliance
South Carolina
$251K +$251K +5,187 New
AT
1424
American Trust
Kentucky
$249K +$249K +5,144 New
TIM
1425
Tortoise Investment Management
New York
$248K +$24.3K +502 +11%
55 56
57
58 59