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Financial Select Sector SPDR Fund (XLF) Institutional Ownership

Financial Select Sector SPDR Fund logo
$51.62 +0.03 (+0.06%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
1316
Total
Institutional Inflows
(last 12 months)
$13.09B
Number of
Institutional Sellers
(last 12 months)
791
Total
Institutional Outflows
(last 12 months)
$5.61B
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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
5/19/2025 SCS 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%
5/16/2025 Wilson & 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%
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%
5/16/2025 Tamar Securities LLC211,272$10.52M1.4%-0.8%0.021%
5/16/2025 Redwood Financial Network Corp48,369$2.41M1.8%-1.9%0.005%
5/16/2025 Rise Advisors LLC106,831$5.32M2.4%-1.9%0.011%
5/16/2025 Pacific Center for Financial Services4,922$245K0.1%+291.9%0.000%
5/16/2025 Pinnacle Family Advisors LLC38,917$1.94M1.1%+35.1%0.004%
5/16/2025 Plotkin Financial Advisors LLC4,065$202K0.1%N/A0.000%
5/16/2025 Nissay Asset Management Corp Japan ADV3,381,889$168.45M1.1%+60.1%0.340%
5/16/2025 NewEdge Advisors LLC497,165$24.76M0.1%+9.8%0.050%
5/16/2025 Integrated Wealth Concepts LLC485,087$24.16M0.3%+4.3%0.049%
5/16/2025 Concentric Capital Strategies LP57,421$2.86M0.3%-10.7%0.006%
5/16/2025 Concorde Asset Management LLC7,248$344K0.2%N/A0.001%
5/16/2025 Curi RMB Capital LLC22,834$1.14M0.0%-10.0%0.002%
5/16/2025 Banque Transatlantique SA2,025$93K0.0%N/A0.000%
5/16/2025 AQR Capital Management LLC40,546$2.02M0.0%+57.8%0.004%
5/16/2025 Alexis Investment Partners LLC23,564$1.16M0.6%N/A0.002%
5/16/2025 Algorithmic Investment Models LLC108,495$5.40M4.0%-10.0%0.011%
5/16/2025 Ancora Advisors LLC6,838$341K0.0%+4.4%0.001%
5/16/2025 5th Street Advisors LLC177,316$8.83M4.3%-0.7%0.018%
5/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.98,499$4.91M0.7%+1.8%0.010%
5/15/2025 Federation des caisses Desjardins du Quebec110,923$5.53M0.0%-10.7%0.011%
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5/15/2025 Unisphere Establishment175,000$8.72M0.1%N/A0.018%
5/15/2025 Perbak Capital Partners LLP79,157$3.94M2.9%N/A0.008%
5/15/2025 EP Wealth Advisors LLC268,854$13.39M0.1%-7.9%0.027%
5/15/2025 Ashton Thomas Securities LLC33,955$1.69M0.5%-12.9%0.003%
5/15/2025 Capital Investment Counsel LLC44,986$2.24M0.4%+22.3%0.005%
5/15/2025 1248 Management LLC75,453$3.76M2.1%-25.2%0.008%
5/15/2025 Focus Partners Advisor Solutions LLC35,192$1.75M0.0%+10.4%0.004%
5/15/2025 Ameriflex Group Inc.61,700$3.07M1.3%+729.2%0.006%
5/15/2025 Flputnam Investment Management Co.9,090$453K0.0%-24.8%0.001%
5/15/2025 Graham Capital Management L.P.61,500$3.06M0.1%-77.2%0.006%
5/15/2025 Betterment LLC10,470$522K0.0%N/A0.001%
5/15/2025 Retirement Planning Co of New England Inc.4,051$202K0.1%N/A0.000%
5/15/2025 MAI Capital Management277,902$13.84M0.1%+16.3%0.028%
5/15/2025 Calton & Associates Inc.49,896$2.49M0.6%+6.1%0.005%
5/15/2025 DRW Securities LLC80,500$4.01M0.1%-84.8%0.008%
5/15/2025 Centric Wealth Management75,630$3.77M1.0%+12.4%0.008%
5/15/2025 Connecticut Wealth Management LLC14,228$709K0.0%N/A0.001%
5/15/2025 Titleist Asset Management LLC8,071$402K0.0%-13.6%0.001%
5/15/2025 Baird Financial Group Inc.464,628$23.14M0.0%-7.4%0.047%
5/15/2025 Pinnacle Wealth Planning Services Inc.7,762$387K0.1%+4.7%0.001%
5/15/2025 Activest Wealth Management63,019$3.14M0.8%+3.2%0.006%
5/15/2025 Evergreen Capital Management LLC22,660$1.13M0.0%-1.3%0.002%
5/15/2025 The Manufacturers Life Insurance Company 2,077,607$103.49M0.1%-13.1%0.209%
5/15/2025 Tortoise Investment Management LLC5,405$269K0.0%+5.3%0.001%
5/15/2025 Gerber Kawasaki Wealth & Investment Management1,036,357$51.62M2.3%-1.6%0.104%
5/15/2025 Itau Unibanco Holding S.A.1,219,971$60.77M2.3%+16.9%0.123%
5/15/2025 Mission Creek Capital Partners Inc.15,407$767K0.2%-2.5%0.002%
5/15/2025 Okabena Investment Services Inc.46,149$2.30M0.6%+0.7%0.005%
5/15/2025 D L Carlson Investment Group Inc.27,019$1.35M0.3%-1.5%0.003%
5/15/2025 Eisler Capital Management Ltd.5,000$249K0.0%-100.5%0.001%
5/14/2025 Truvestments Capital LLC1,654$82K0.0%+14.5%0.000%
5/14/2025 Wealth Preservation Advisors LLC12,201$608K0.4%N/A0.001%
5/14/2025 Transamerica Financial Advisors LLC114,100$5.68M0.6%-0.4%0.011%
5/14/2025 CreativeOne Wealth LLC69,338$3.45M0.1%-16.5%0.007%
5/14/2025 Ieq Capital LLC538,093$26.80M0.2%+2,468.3%0.054%
5/14/2025 Zuckerman Investment Group LLC171,598$8.55M0.9%-4.1%0.017%
5/14/2025 Quadcap Wealth Management LLC15,499$772K0.1%-1.6%0.002%
5/14/2025 Per Stirling Capital Management LLC.31,413$1.57M0.2%+6.5%0.003%
5/14/2025 Nicolet Bankshares Inc.5,330$265K0.1%N/A0.001%
5/14/2025 WCG Wealth Advisors LLC329,579$16.42M1.2%-14.3%0.033%
5/14/2025 Talisman Wealth Advisors LLC12,490$622K0.6%-3.5%0.001%
5/14/2025 Luminist Capital LLC23,910$1.19M1.3%+146.2%0.002%
5/14/2025 Full Sail Capital LLC702,609$35.00M2.3%-2.1%0.071%
5/14/2025 Apexium Financial LP50,894$2.54M0.2%+12.7%0.005%
5/14/2025 Comerica Bank408,085$20.33M0.1%+10.5%0.041%
5/14/2025 Freedom Investment Management Inc.191,746$9.55M0.8%-2.8%0.019%
5/14/2025 RPg Family Wealth Advisory LLC55,495$2.76M0.8%+36.3%0.006%
5/14/2025 Synovus Financial Corp47,982$2.39M0.0%+1.0%0.005%
5/14/2025 Napa Wealth Management15,918$793K0.4%N/A0.002%
5/14/2025 SVB Wealth LLC34,475$1.72M0.1%-13.3%0.003%
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5/14/2025 Ally Invest Advisors Inc.21,953$1.09M0.1%-1.6%0.002%
5/14/2025 Smartleaf Asset Management LLC674$33K0.0%+193.0%0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.60,388$3.01M0.0%-5.3%0.006%
5/14/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp1,381,019$68.79M0.4%-8.4%0.139%
5/14/2025 Lionshead Wealth Management LLC5,724$285K0.3%-50.0%0.001%
5/14/2025 Leslie Global Wealth LLC29,039$1.45M0.7%-8.6%0.003%
5/14/2025 Strategies Wealth Advisors LLC8,582$427K0.1%+4.0%0.001%
5/14/2025 Kestra Advisory Services LLC404,649$20.16M0.1%-5.3%0.041%
5/14/2025 RPG Investment Advisory LLC22,446$1.12M0.1%+101.6%0.002%
5/14/2025 Chicago Wealth Management Inc.198,939$9.91M5.2%+4.3%0.020%
(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, 1,874 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 XLF's institutional investors.

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

Of the 1,626 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. ($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 476,566,265 shares in the last 24 months. This purchase volume represents approximately $20.50B in transactions.

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

Of the 1,118 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: JPMorgan Chase & Co. ($48.39M), Barclays PLC ($27.27M), National Bank of Canada FI ($21.77M), Toronto Dominion Bank ($13.66M), Canada Pension Plan Investment Board ($8.75M), Phoenix Financial Ltd. ($8.03M), and Clal Insurance Enterprises Holdings Ltd ($8M).

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

Institutional investors have sold a total of 232,086,342 shares in the last 24 months. This volume of shares sold represents approximately $9.58B in transactions.



This page (NYSEARCA:XLF) was last updated on 5/19/2025 by MarketBeat.com Staff
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