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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 %
PPWP
201
Premier Path Wealth Partners
New Jersey
$9.73M +$1.49M +35,395 +18%
NAG
202
Northstar Advisory Group
New Jersey
$9.67M -$164K -3,929 -2%
FEG
203
Financial Enhancement Group
Indiana
$9.64M +$113K +2,811 +1%
OAM
204
Oppenheimer Asset Management
New York
$9.55M +$3.43M +81,408 +56%
TW
205
TritonPoint Wealth
Maryland
$9.33M -$851K -23,265 -8%
LRWA
206
Long Run Wealth Advisors
New York
$9.31M +$362K +8,599 +4%
TS
207
Tamar Securities
California
$9.25M -$1.36M -32,393 -13%
FFS
208
Founders Financial Securities
Maryland
$9.1M +$2.38M +56,565 +35%
OPAM
209
Ocean Park Asset Management
California
$8.9M – – –
PCOTEOTHU
210
Provident Company of the Employees of the Hebrew University
Israel
$8.87M +$8.87M +210,562 New
UCFA
211
United Capital Financial Advisors
Texas
$8.77M -$693K -16,442 -7%
SPIS
212
Steward Partners Investment Solutions
Oregon
$8.74M +$8.74M +207,463 New
KWM
213
Kingsview Wealth Management
Oregon
$8.71M +$577K +13,691 +7%
GWM
214
Geneos Wealth Management
Colorado
$8.66M -$2.97M -70,615 -26%
Focus Partners Wealth
215
Focus Partners Wealth
Massachusetts
$8.62M +$7.4M +175,717 +606%
ACA
216
Aptus Capital Advisors
Alabama
$8.54M +$7.64M +181,430 +850%
SPIA
217
Steward Partners Investment Advisory
New York
$8.46M -$380K -9,023 -4%
YC
218
Yarbrough Capital
Tennessee
$8.42M – – –
UE
219
Unisphere Establishment
Liechtenstein
$8.42M +$8.42M +200,000 New
GCA
220
Guardian Capital Advisors
Ontario, Canada
$8.34M +$8.34M +210,080 New
HVIA
221
Hudson Valley Investment Advisors
New York
$8.26M +$35.3K +837 +0.4%
SC
222
Sykon Capital
New York
$8.25M +$1.16M +27,567 +16%
RAM
223
Readystate Asset Management
Illinois
$8.12M +$4.12M +97,925 +103%
Cerity Partners
224
Cerity Partners
New York
$8.08M +$436K +10,363 +6%
5SA
225
5th Street Advisors
Connecticut
$7.88M -$1.59M -37,657 -17%
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