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Financial Select Sector SPDR Fund (XLF) Institutional Ownership

Financial Select Sector SPDR Fund logo
$53.19 +0.57 (+1.08%)
As of 07/3/2025 05:00 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
72.51%
Number of
Institutional Buyers
(last 12 months)
1314
Total
Institutional Inflows
(last 12 months)
$13.09B
Number of
Institutional Sellers
(last 12 months)
792
Total
Institutional Outflows
(last 12 months)
$5.62B
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XLF Institutional Buying and Selling by Quarter

Financial Select Sector SPDR Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025 Sage Capital Advisors llc7,636$400K0.1%-5.8%0.001%
7/3/2025 City Center Advisors LLC17,664$925K1.0%-54.4%0.002%
7/2/2025 HBW Advisory Services LLC56,169$2.94M0.4%+1.5%0.006%
7/2/2025 Crumly & Associates Inc.39,055$2.05M0.5%-5.1%0.004%
7/1/2025 Harbor Investment Advisory LLC3,873$203K0.0%-9.5%0.000%
7/1/2025 Private Client Services LLC4,194$220K0.1%N/A0.000%
6/17/2025Howe & Rusling Inc.20,368$1.02M0.1%+20.5%0.002%
6/16/2025Lynx Investment Advisory66,256$3.30M2.2%+204.0%0.007%
6/16/2025Peterson Wealth Management13,682$682K0.5%+8.2%0.001%
6/9/20251248 Management LLC75,453$3.76M1.5%-25.2%0.008%
6/5/2025Cim LLC51,943$2.59M0.4%-2.5%0.005%
6/3/2025Invst LLC49,779$2.48M0.3%+3.1%0.005%
6/2/2025Modern Wealth Management LLC18,781$935K0.0%+1.9%0.002%
5/29/2025Nova Wealth Management Inc.23,095$1.15M1.0%+27.0%0.002%
5/28/2025Intrua Financial LLC91,954$4.58M0.7%-10.9%0.009%
5/27/2025Jacobi Capital Management LLC47,417$2.36M0.2%+25.0%0.005%
5/27/2025Advisors Capital Management LLC27,810$1.39M0.0%+11.5%0.003%
5/22/2025Rollins Financial Advisors LLC28,019$1.40M0.2%+32.3%0.003%
5/21/2025Reliant Investment Partners LLC4,677$233K0.2%N/A0.000%
5/21/2025McAdam LLC5,780$288K0.0%N/A0.001%
5/21/2025Geneos Wealth Management Inc.119,518$5.95M0.2%-43.2%0.012%
5/21/2025Schmidt P J Investment Management Inc.6,100$304K0.1%-4.7%0.001%
5/20/2025Acorns Advisers LLC8,384$418K0.0%+41.3%0.001%
5/20/2025Fortis Capital Advisors LLC59,034$2.94M0.6%+743.3%0.006%
5/20/2025Belpointe Asset Management LLC116,373$5.79M0.3%+5.4%0.012%
5/20/2025Focus Partners Wealth570,398$28.39M0.1%+10.2%0.057%
5/20/2025Flaharty Asset Management LLC613,952$30.58M4.4%+35.7%0.062%
5/20/2025Integrity Alliance LLC.15,616$778K0.0%+69.5%0.002%
5/20/2025Glenview Trust co18,235$908K0.0%-5.6%0.002%
5/19/2025SageView Advisory Group LLC6,434$320K0.0%-6.3%0.001%
5/19/2025Advisory Alpha LLC963,979$48.02M1.6%-5.2%0.097%
5/19/2025Game Plan Financial Advisors LLC121,986$6.08M2.9%+7.3%0.012%
5/19/2025SCS Capital Management LLC28,907$1.44M0.0%N/A0.003%
5/19/2025Smith Asset Management Co. LLC4,931$246K0.2%N/A0.000%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC138,614$6.90M0.0%+63.1%0.014%
5/16/2025Wilson & Boucher Capital Management LLC16,125$803K0.6%+27.5%0.002%
5/16/2025Prostatis Group LLC17,071$850K0.3%-19.3%0.002%
5/16/2025McIlrath & Eck LLC2,183$109K0.0%-11.6%0.000%
5/16/2025Empowered Funds LLC48,343$2.41M0.0%N/A0.005%
5/16/2025Ascent Group LLC19,778$985K0.0%-14.6%0.002%
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5/16/2025Meiji Yasuda Life Insurance Co267,559$13.33M0.3%N/A0.027%
5/16/2025Coppell Advisory Solutions LLC4,204$205K0.0%-6.1%0.000%
5/16/2025Arete Wealth Advisors LLC18,117$902K0.1%+58.9%0.002%
5/16/2025Great Lakes Advisors LLC9,748$486K0.0%-90.1%0.001%
5/16/2025Signature Estate & Investment Advisors LLC1,641,623$81.77M2.2%+4.5%0.165%
5/16/2025Ashton Thomas Private Wealth LLC199,305$9.93M0.4%+2.9%0.020%
5/16/2025Guardian Partners Inc.631,816$30.15M3.1%+5,045.5%0.064%
5/16/2025Resources Management Corp CT ADV4,698$234K0.0%+5.3%0.000%
5/16/2025Jones Financial Companies Lllp12,466$603K0.0%-95.9%0.001%
5/16/2025Legacy Wealth Managment LLC ID912$45K0.0%+1,724.0%0.000%
5/16/2025Obsidian Personal Planning Solutions LLC53,880$2.63M1.2%N/A0.005%
5/16/2025Coordinated Financial Services Inc. CO7,770$387K0.3%N/A0.001%
5/16/2025Tamar Securities LLC211,272$10.52M1.4%-0.8%0.021%
5/16/2025Redwood Financial Network Corp48,369$2.41M1.8%-1.9%0.005%
5/16/2025Rise Advisors LLC106,831$5.32M2.4%-1.9%0.011%
5/16/2025Pacific Center for Financial Services4,922$245K0.1%+291.9%0.000%
5/16/2025Pinnacle Family Advisors LLC38,917$1.94M1.1%+35.1%0.004%
5/16/2025Plotkin Financial Advisors LLC4,065$202K0.1%N/A0.000%
5/16/2025Nissay Asset Management Corp Japan ADV3,381,889$168.45M1.1%+60.1%0.340%
5/16/2025NewEdge Advisors LLC497,165$24.76M0.1%+9.8%0.050%
5/16/2025Integrated Wealth Concepts LLC485,087$24.16M0.3%+4.3%0.049%
5/16/2025Concentric Capital Strategies LP57,421$2.86M0.3%-10.7%0.006%
5/16/2025Concorde Asset Management LLC7,248$344K0.2%N/A0.001%
5/16/2025Curi RMB Capital LLC22,834$1.14M0.0%-10.0%0.002%
5/16/2025Banque Transatlantique SA2,025$93K0.0%N/A0.000%
5/16/2025AQR Capital Management LLC40,546$2.02M0.0%+57.8%0.004%
5/16/2025Alexis Investment Partners LLC23,564$1.16M0.6%N/A0.002%
5/16/2025Algorithmic Investment Models LLC108,495$5.40M4.0%-10.0%0.011%
5/16/2025Ancora Advisors LLC6,838$341K0.0%+4.4%0.001%
5/16/20255th Street Advisors LLC177,316$8.83M4.3%-0.7%0.018%
5/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.98,499$4.91M0.7%+1.8%0.010%
5/15/2025Federation des caisses Desjardins du Quebec110,923$5.53M0.0%-10.7%0.011%
5/15/2025Unisphere Establishment175,000$8.72M0.1%N/A0.018%
5/15/2025Perbak Capital Partners LLP79,157$3.94M2.9%N/A0.008%
5/15/2025EP Wealth Advisors LLC268,854$13.39M0.1%-7.9%0.027%
5/15/2025Ashton Thomas Securities LLC33,955$1.69M0.5%-12.9%0.003%
5/15/2025Capital Investment Counsel LLC44,986$2.24M0.4%+22.3%0.005%
5/15/20251248 Management LLC75,453$3.76M2.1%-25.2%0.008%
5/15/2025Focus Partners Advisor Solutions LLC35,192$1.75M0.0%+10.4%0.004%
5/15/2025Ameriflex Group Inc.61,700$3.07M1.3%+729.2%0.006%
5/15/2025Flputnam Investment Management Co.9,090$453K0.0%-24.8%0.001%
5/15/2025Graham Capital Management L.P.61,500$3.06M0.1%-77.2%0.006%
5/15/2025Betterment LLC10,470$522K0.0%N/A0.001%
5/15/2025Retirement Planning Co of New England Inc.4,051$202K0.1%N/A0.000%
5/15/2025MAI Capital Management277,902$13.84M0.1%+16.3%0.028%
5/15/2025Calton & Associates Inc.49,896$2.49M0.6%+6.1%0.005%
5/15/2025DRW Securities LLC80,500$4.01M0.1%-84.8%0.008%
5/15/2025Centric Wealth Management75,630$3.77M1.0%+12.4%0.008%
5/15/2025Connecticut Wealth Management LLC14,228$709K0.0%N/A0.001%
5/15/2025Titleist Asset Management LLC8,071$402K0.0%-13.6%0.001%
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5/15/2025Baird Financial Group Inc.464,628$23.14M0.0%-7.4%0.047%
5/15/2025Pinnacle Wealth Planning Services Inc.7,762$387K0.1%+4.7%0.001%
5/15/2025Activest Wealth Management63,019$3.14M0.8%+3.2%0.006%
5/15/2025Evergreen Capital Management LLC22,660$1.13M0.0%-1.3%0.002%
5/15/2025The Manufacturers Life Insurance Company 2,077,607$103.49M0.1%-13.1%0.209%
5/15/2025Tortoise Investment Management LLC5,405$269K0.0%+5.3%0.001%
5/15/2025Gerber Kawasaki Wealth & Investment Management1,036,357$51.62M2.3%-1.6%0.104%
5/15/2025Itau Unibanco Holding S.A.1,219,971$60.77M2.3%+16.9%0.123%
5/15/2025Mission Creek Capital Partners Inc.15,407$767K0.2%-2.5%0.002%
5/15/2025Okabena Investment Services Inc.46,149$2.30M0.6%+0.7%0.005%
(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, 1,877 institutional investors and hedge funds held shares of Financial Select Sector SPDR Fund. The most heavily invested institutionals were JPMorgan Chase & Co. ($7.47B), Goldman Sachs Group Inc. ($2.43B), Envestnet Asset Management Inc. ($1.15B), LPL Financial LLC ($1.05B), Morgan Stanley ($1.04B), Raymond James Financial Inc. ($798.27M), and Barclays PLC ($700.21M).Learn more on Financial Select Sector SPDR Fund's institutional investors.

What percentage of Financial Select Sector SPDR Fund's stock is owned by institutional investors?

72.51% of Financial Select Sector SPDR Fund's stock is owned by institutional investors. Learn more on XLF's institutional investor holdings.

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

Of the 1,632 institutional investors that purchased Financial Select Sector SPDR Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($101.89M), Goldman Sachs Group Inc. ($46.62M), National Bank of Canada FI ($23.04M), Bank of Nova Scotia ($17.24M), Raymond James Financial Inc. ($16.03M), Healthcare of Ontario Pension Plan Trust Fund ($16M), and MKP Capital Management L.L.C. ($15.98M).

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

Institutional investors have bought a total of 272,674,435 shares in the last 24 months. This purchase volume represents approximately $13.09B in transactions.

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

Of the 792 institutional investors that sold Financial Select Sector SPDR Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($44.00M), National Bank of Canada FI ($14.58M), Phoenix Financial Ltd. ($8.03M), Clal Insurance Enterprises Holdings Ltd ($8M), D. E. Shaw & Co. Inc. ($2.95M), The Manufacturers Life Insurance Company ($2.35M), and Soros Fund Management LLC ($2.29M).

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

Institutional investors have sold a total of 119,824,837 shares in the last 24 months. This volume of shares sold represents approximately $5.62B in transactions.


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This page (NYSEARCA:XLF) was last updated on 7/5/2025 by MarketBeat.com Staff
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