Financial Select Sector SPDR Fund (XLF) Institutional Ownership

$42.18
+0.31 (+0.74%)
(As of 05/15/2024 ET)

Institutional Ownership Changes (13F Filings) for Financial Select Sector SPDR Fund (NYSEARCA:XLF)

Number of
Institutional Buyers
(last 12 months)
839
Total
Institutional Inflows
(last 12 months)
$9.42B
Number of
Institutional Sellers
(last 12 months)
741
Total
Institutional Outflows
(last 12 months)
$3.98B
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XLF Institutional Buying and Selling by Quarter

Financial Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024Mount Yale Investment Advisors LLC176,424$7.43M0.6%+23.9%0.019%
5/15/2024Talisman Wealth Advisors LLC11,970$504K0.6%+7.5%0.001%
5/15/2024Manhattan West Asset Management LLC18,203$767K0.2%-9.3%0.002%
5/15/2024Price T Rowe Associates Inc. MD5,185$219K0.0%N/A0.001%
5/15/2024Absolute Gestao de Investimentos Ltda.450,000$18.95M5.8%N/A0.048%
5/15/2024Kestra Advisory Services LLC455,030$19.17M0.1%+10.0%0.049%
5/15/2024LRI Investments LLC2,364$98K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.286,754$12.08M0.0%-41.2%0.031%
5/15/2024Guardian Capital Advisors LP210,080$8.34M0.9%N/A0.023%
5/14/2024 Canada Pension Plan Investment Board3,000,000$126.36M0.1%-57.1%0.322%
5/14/2024Toronto Dominion Bank1,821,095$76.71M0.1%-72.6%0.195%
5/14/2024 Axxcess Wealth Management LLC15,505$653K0.0%-14.3%0.002%
5/14/2024EP Wealth Advisors LLC238,067$10.03M0.1%-18.2%0.026%
5/14/2024OLD Mission Capital LLC155,497$6.55M0.1%-40.3%0.017%
5/14/2024Wellington Wealth Strategies LLC.5,105$215K0.1%-65.3%0.001%
5/14/2024Freestone Capital Holdings LLC15,241$642K0.0%+24.1%0.002%
5/14/2024CreativeOne Wealth LLC50,538$2.13M0.1%+276.6%0.005%
5/14/2024Northwest Wealth Management LLC10,339$435K0.1%N/A0.001%
5/14/2024Crewe Advisors LLC8,110$342K0.0%-57.0%0.001%
5/14/2024 Natixis1,001,511$42.18M0.2%-1.2%0.107%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund7,449,000$313.75M1.1%-6.9%0.799%
5/14/2024 Oxford Financial Group LTD. LLC11,777$496K0.0%-10.4%0.001%
5/14/2024 Vaughan David Investments LLC IL144,180$6.07M0.2%+1.4%0.015%
5/14/2024 National Bank of Canada FI13,491,011$564.33M0.9%-34.8%1.447%
5/14/2024 Lake Street Advisors Group LLC8,469$357K0.0%N/A0.001%
5/13/2024 Atlanta Consulting Group Advisors LLC3,721$157K0.1%N/A0.000%
5/13/2024 Hilltop Partners LLC5,751$242K0.1%-5.3%0.001%
5/13/2024 Clearbridge Investments LLC20,180$850K0.0%N/A0.002%
5/13/2024 O Shaughnessy Asset Management LLC22,764$959K0.0%+5.0%0.002%
5/13/2024 Ameritas Investment Partners Inc.108,968$4.59M0.2%+17.3%0.012%
5/13/2024 Alerus Financial NA34,607$1.46M0.1%N/A0.004%
5/13/2024 Rockport Wealth LLC6,831$288K0.1%N/A0.001%
5/11/2024 Spreng Capital Management Inc.27,040$1.14M0.6%-9.3%0.003%
5/11/2024 Covestor Ltd1,224$52K0.0%+39.2%0.000%
5/11/2024 Beaumont Financial Advisors LLC17,663$744K0.1%-15.6%0.002%
5/11/2024 Ironwood Investment Counsel LLC6,733$284K0.0%-6.7%0.001%
5/11/2024 Jacobi Capital Management LLC44,305$1.87M0.2%+34.2%0.005%
5/11/2024 Patten & Patten Inc. TN31,435$1.32M0.1%+17.4%0.003%
5/10/2024 Osaic Holdings Inc.2,534,200$106.73M0.2%-6.7%0.272%
5/10/2024 TIAA Trust National Association87,415$3.68M0.0%-0.8%0.009%
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5/10/2024 Cornerstone Advisors LLC175,500$7.39M0.3%N/A0.019%
5/10/2024 JPMorgan Chase & Co.144,130,208$6.07B0.5%+18.8%15.460%
5/10/2024 Towercrest Capital Management5,411$228K0.0%-4.6%0.001%
5/10/2024 Prevail Innovative Wealth Advisors LLC15,130$637K0.2%-12.9%0.002%
5/10/2024 Poehling Capital Management INC.61,249$2.58M0.7%-2.1%0.007%
5/10/2024 Banco Santander S.A.260,298$10.96M0.1%-26.9%0.028%
5/10/2024 Tocqueville Asset Management L.P.415,926$17.52M0.3%-12.6%0.045%
5/10/2024 J.Safra Asset Management Corp1,407,141$59.27M6.7%-25.6%0.151%
5/10/2024 TCTC Holdings LLC66,894$2.82M0.1%-7.6%0.007%
5/10/2024 Wintrust Investments LLC38,730$1.63M0.1%+1.9%0.004%
5/10/2024 Nwam LLC89,509$3.69M0.3%+8.5%0.010%
5/10/2024 Banco BTG Pactual S.A.107,262$4.52M0.8%+42.4%0.012%
5/10/2024 Twin Tree Management LP2,084,997$87.82M0.2%+338.3%0.224%
5/10/2024 Gratus Wealth Advisors LLC12,972$517K0.1%-6.1%0.001%
5/9/2024 Corrado Advisors LLC57,542$2.42M1.6%-0.6%0.006%
5/9/2024 Dorsey & Whitney Trust CO LLC147,390$6.21M0.4%+3.1%0.016%
5/9/2024 Brighton Jones LLC51,461$2.17M0.1%+5.8%0.006%
5/9/2024 ProVise Management Group LLC9,623$405K0.0%-87.5%0.001%
5/9/2024 Private Portfolio Partners LLC14,197$598K0.1%-6.2%0.002%
5/9/2024 Orion Portfolio Solutions LLC67,806$2.86M0.0%+10.5%0.007%
5/9/2024 Blair William & Co. IL458,574$19.32M0.1%+1.0%0.049%
5/9/2024 Midwest Professional Planners LTD.66,409$2.80M1.0%-8.3%0.007%
5/9/2024 Kingsview Wealth Management LLC206,732$8.71M0.2%+7.1%0.022%
5/9/2024 Condor Capital Management13,497$568K0.1%-2.4%0.001%
5/9/2024 JBR Co Financial Management Inc25,365$1.07M0.9%+8.6%0.003%
5/9/2024 Ledyard National Bank178,846$7.53M0.7%-3.5%0.019%
5/9/2024 Interchange Capital Partners LLC9,944$425K0.3%+11.6%0.001%
5/9/2024 TD Asset Management Inc4,475,858$188.52M0.2%+32.7%0.480%
5/9/2024 Pettyjohn Wood & White Inc.12,305$518K0.1%+5.6%0.001%
5/9/2024 Koshinski Asset Management Inc.13,091$551K0.1%-26.7%0.001%
5/8/2024 Camarda Financial Advisors LLC329,783$13.89M5.6%-2.6%0.035%
5/8/2024 Private Wealth Advisors LLC138,996$5.86M2.4%-6.3%0.015%
5/8/2024 Financial & Tax Architects LLC17,011$717K0.2%-9.8%0.002%
5/8/2024 Advisors Preferred LLC1,407,442$58.96M9.9%-9.3%0.151%
5/8/2024 Bleakley Financial Group LLC33,804$1.42M0.0%-4.0%0.004%
5/8/2024 Focused Wealth Management Inc422,543$17.80M2.7%+4.9%0.045%
5/8/2024 Avantax Advisory Services Inc.464,587$19.57M0.2%+18.9%0.050%
5/8/2024 US Bancorp DE1,163,316$49.00M0.1%-0.7%0.125%
5/8/2024 SP Asset Management LLC32,056$1.35M0.1%-0.8%0.003%
5/8/2024 QRG Capital Management Inc.19,202$809K0.0%+15.4%0.002%
5/7/2024 Verus Capital Partners LLC4,957$209K0.0%N/A0.001%
5/7/2024 Choate Investment Advisors12,410$523K0.0%+2.5%0.001%
5/7/2024 Fiduciary Family Office LLC15,080$635K0.2%N/A0.002%
5/7/2024 WNY Asset Management LLC15,405$649K0.1%-37.5%0.002%
5/7/2024 Abbrea Capital LLC34,244$1.44M0.2%+1.1%0.004%
5/7/2024 Stonebrook Private Inc.7,397$312K0.1%+9.2%0.001%
5/7/2024 Concurrent Investment Advisors LLC159,201$6.71M0.3%+11.3%0.017%
5/7/2024 RPG Investment Advisory LLC12,292$518K0.1%-18.7%0.001%
5/7/2024 Atomi Financial Group Inc.13,208$556K0.1%-24.8%0.001%
5/7/2024 Montag A & Associates Inc.35,384$1.49M0.1%+1.6%0.004%
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5/7/2024 WealthPLAN Partners LLC33,748$1.42M0.1%-4.0%0.004%
5/7/2024Susquehanna International Group Ltd.27,174$1.15M0.3%+1.8%0.003%
5/7/2024 KCM Investment Advisors LLC853,366$35.94M1.3%+8.9%0.092%
5/7/2024 NTV Asset Management LLC148,825$6.27M1.0%+5.9%0.016%
5/7/2024 Highland Capital Management LLC54,474$2.29M0.1%+22.7%0.006%
5/7/2024 Capital Wealth Planning LLC33,503$1.41M0.0%N/A0.004%
5/7/2024 Nelson Capital Management LLC51,600$2.17M0.4%+5.7%0.006%
5/7/2024 Aull & Monroe Investment Management Corp6,229$262K0.1%N/A0.001%
5/7/2024 Oppenheimer Asset Management Inc.226,627$9.55M0.1%+56.1%0.024%
5/7/2024 PFG Advisors9,285$391K0.0%+15.8%0.001%
(Data available from 1/1/2016 forward)

XLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLF shares?

During the previous two years, 1,585 institutional investors and hedge funds held shares of Financial Select Sector SPDR Fund. The most heavily invested institutionals were Oribel Capital Management LP ($14.95B), JPMorgan Chase & Co. ($6.07B), Morgan Stanley ($1.04B), Barclays PLC ($700.21M), Caisse DE Depot ET Placement DU Quebec ($564.39M), National Bank of Canada FI ($564.33M), and California Public Employees Retirement System ($530.10M).Learn more on XLF's institutional investors.

Which institutional investors have been buying Financial Select Sector SPDR Fund stock?

Of the 1,318 institutional investors that purchased Financial Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($123.00M), Toronto Dominion Bank ($28.86M), National Bank of Canada FI ($26.16M), Caisse DE Depot ET Placement DU Quebec ($21.10M), Healthcare of Ontario Pension Plan Trust Fund ($18.25M), California Public Employees Retirement System ($15.50M), and MKP Capital Management L.L.C. ($14.67M).

How much institutional buying is happening at Financial Select Sector SPDR Fund?

Institutional investors have bought a total of 474,548,195 shares in the last 24 months. This purchase volume represents approximately $16.20B in transactions.

Which Financial Select Sector SPDR Fund major shareholders have been selling company stock?

Of the 1,084 institutional investors that sold Financial Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Toronto Dominion Bank ($39.16M), Barclays PLC ($28.03M), Bank of Nova Scotia ($26.23M), JPMorgan Chase & Co. ($24.33M), National Bank of Canada FI ($13.01M), TD Asset Management Inc. ($12.23M), and Cibc World Markets Corp ($11.83M).

How much institutional selling is happening at Financial Select Sector SPDR Fund?

Institutional investors have sold a total of 342,312,499 shares in the last 24 months. This volume of shares sold represents approximately $11.28B in transactions.


This page (NYSEARCA:XLF) was last updated on 5/15/2024 by MarketBeat.com Staff

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