XLF icon

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
1
Morgan Stanley
New York
$2.73B
2
Bank of America
2
Bank of America
North Carolina
$4.43B
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$542M
4
Citigroup
4
Citigroup
New York
$505M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.07B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.27B
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$0
3
Barclays
3
Barclays
United Kingdom
$459M
4
AOI
4
Auto-Owners Insurance
Michigan
$0
5
MCM
5
MKP Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1SB
1501
1ST Source Bank
Indiana
$209K +$209K +4,321 New
KCM
1502
Kathmere Capital Management
Pennsylvania
$208K +$208K +4,312 New
CAG
1503
Centerpoint Advisory Group
Kansas
$208K +$208K +4,310 New
LSIA
1504
LaSalle St. Investment Advisors
Illinois
$208K -$92.8K -1,926 -31%
HIA
1505
Harbor Investment Advisory
Maryland
$208K +$57K +1,180 +38%
SCM
1506
Sage Capital Management
New Jersey
$207K -$7.44K -154 -3%
FFA
1507
Fi3 Financial Advisors
Indiana
$207K +$207K +4,285 New
LWA
1508
Lantern Wealth Advisors
New York
$207K +$207K +4,275 New
EM
1509
Excalibur Management
Massachusetts
$206K +$206K +4,265 New
DWS
1510
Dynamic Wealth Strategies
California
$206K -$64.4K -1,332 -24%
ICM
1511
IMS Capital Management
Oregon
$205K +$205K +4,233 New
SHWM
1512
Smith & Howard Wealth Management
Georgia
$204K +$204K +4,226 New
GWMR
1513
GC Wealth Management RIA
Massachusetts
$203K +$203K +4,209 New
SC
1514
Searle & Co
Connecticut
$203K +$203K +4,201 New
CWA
1515
Crux Wealth Advisors
California
$202K +$202K +4,181 New
MAMG
1516
Milestone Asset Management Group
Connecticut
$202K +$202K +4,180 New
IIC
1517
Integrated Investment Consultants
Michigan
$202K +$202K +4,174 New
GAM
1518
Gemmer Asset Management
California
$201K +$201K +4,157 New
CWC
1519
Carolinas Wealth Consulting
North Carolina
$197K +$19.3K +400 +11%
BHWM
1520
Beaird Harris Wealth Management
Texas
$196K -$786K -16,269 -80%
CSWM
1521
Cassady Schiller Wealth Management
Ohio
$196K +$1.6K +33 +0.8%
TIM
1522
Thompson Investment Management
Wisconsin
$193K +$193K +3,999 +199,950%
Russell Investments Group
1523
Russell Investments Group
United Kingdom
$191K +$79.6K +1,646 +71%
BG
1524
Bollard Group
Massachusetts
$191K +$677 +14 +0.4%
RCA
1525
Runnymede Capital Advisors
Ohio
$187K +$187K +3,872 New
59 60
61
62 63