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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
$6.07B
2
CWM
CIBC World Markets
New York
$484M
3
Bank of America
Bank of America
North Carolina
$3.08B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$347M
5
Barclays
Barclays
United Kingdom
$700M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.51B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$284M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$227M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$298M
5
MCM
MKP Capital Management
New York
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWA
1551
GGM Wealth Advisors
Maryland
– -$444K -11,500 Closed
MPM
1552
MBB Public Markets
Illinois
– -$431K -11,453 Closed
Financial Engines Advisors
1553
Financial Engines Advisors
California
– -$394K -10,491 Closed
JC
1554
JB Capital
Connecticut
– -$377K -10,034 Closed
HHGC
1555
Hunting Hill Global Capital
New York
– -$376K -10,000 Closed
SW
1556
Signify Wealth
Missouri
– -$368K -9,798 Closed
RCS
1557
Retirement Capital Strategies
California
– -$350K -9,309 Closed
CAIMH
1558
Central Asset Investments & Management Holdings
Hong Kong
– -$338K -9,000 Closed
HHGA
1559
Halbert Hargrove Global Advisors
California
– -$337K -8,951 Closed
GCIM
1560
Gunn & Company Investment Management
Florida
– -$311K -8,280 Closed
PWM
1561
PBMares Wealth Management
Virginia
– -$295K -7,848 Closed
IIC
1562
Integrated Investment Consultants
Michigan
– -$287K -7,622 Closed
BWM
1563
Bulltick Wealth Management
Florida
– -$281K -7,482 Closed
OCM
1564
Orleans Capital Management
Louisiana
– -$259K -6,885 Closed
CSA
1565
Cottage Street Advisors
Massachusetts
– -$256K -6,835 Closed
FFG
1566
Fortem Financial Group
California
– -$245K -6,523 Closed
EWM
1567
Endowment Wealth Management
Wisconsin
– -$240K -6,385 Closed
AWM
1568
Arista Wealth Management
Nevada
– -$234K -6,215 Closed
MMA
1569
Miracle Mile Advisors
California
– -$226K -6,020 Closed
SFPG
1570
Stonebridge Financial Planning Group
Florida
– -$226K -5,998 Closed
MC
1571
Miramar Capital
Illinois
– -$225K -5,990 Closed
PWCM
1572
Processus Wealth & Capital Management
Tennessee
– -$222K -5,911 Closed
FTC
1573
Farmers Trust Company
Ohio
– -$221K -5,870 Closed
BWA
1574
BlueSky Wealth Advisors
North Carolina
– -$218K -5,793 Closed
RWM
1575
Revisor Wealth Management
Ohio
– -$214K -5,689 Closed
61 62
63
64 65