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Financial Select Sector SPDR Fund (XLF) Institutional Ownership

Financial Select Sector SPDR Fund logo
$57.40 +0.45 (+0.79%)
As of 02:00 PM Eastern
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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)
1181
Total
Institutional Inflows
(last 12 months)
$7.83B
Number of
Institutional Sellers
(last 12 months)
809
Total
Institutional Outflows
(last 12 months)
$3.52B
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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
8/21/2026 Lionsbridge Wealth Management LLC45,305$2.43M2.1%-4.8%0.004%
8/21/2026 KFA Private Wealth Group LLC13,278$712K0.2%-63.3%0.001%
8/21/2026 First Citizens Financial Corp22,487$1.21M0.5%-16.2%0.002%
8/21/2026 Clarus Wealth Advisors108,823$5.98M2.2%+9.5%0.011%
8/21/2026 Chesapeake Wealth Management65,197$3.50M1.0%+3.7%0.006%
8/21/2026 Acorn Wealth Advisors LLC5,559$298K0.1%-6.7%0.001%
8/20/2026 Nwam LLC47,303$2.54M0.1%+14.4%0.005%
8/20/2026 Cavalier Investments LLC25,195$1.35M0.1%+361.0%0.002%
8/20/2026Clifford Swan Investment Counsel LLC4,008$215K0.0%N/A0.000%
8/20/2026Rehmann Capital Advisory Group17,039$913K0.0%+45.5%0.002%
8/20/2026 Strategic Advisors LLC6,100$327K0.1%-22.4%0.001%
8/20/2026 BTG Pactual Asset Management US LLC10,288$552K0.0%+19.4%0.001%
8/20/2026 Rothschild Capital Partners LLC7,023$377K0.1%N/A0.001%
8/20/2026 Headlands Technologies LLC27,551$1.48M0.2%+367.8%0.003%
8/20/2026 Quantitative Investment Management LLC361,531$19.38M2.1%+73.6%0.036%
8/19/2026 Ferguson Wellman Capital Management Inc.130,050$6.97M0.1%+0.2%0.013%
8/15/2026 First Bancorp Inc ME 43,839$2.35M0.9%N/A0.004%
8/13/2026 Capital Square LLC4,506$251K0.1%N/A0.000%
8/12/2026 Compass Financial Management LLC49,793$2.71M0.3%N/A0.005%
8/7/2026 Trust Co. of Vermont1,086$58K0.0%N/A0.000%
8/5/2026USA Financial Formulas4,501$222K0.0%-9.0%0.000%
7/10/2026 Accel Wealth Management37,174$1.99M0.4%-3.9%0.004%
7/10/2026 Butensky & Cohen Financial Security Inc.64,098$3.44M0.8%+4.1%0.007%
7/10/2026 Cabana LLC3,832$205K1.5%N/A0.000%
7/10/2026 JFS Wealth Advisors LLC55,509$2.98M0.1%+5.4%0.006%
7/10/2026 Kennicott Capital Management LLC61,941$3.32M1.5%-2.1%0.006%
7/10/2026 Nolet Wealth Management LLC15,274$819K0.5%+12.1%0.002%
7/10/2026 Fiduciary Financial Group LLC7,929$425K0.0%+9.7%0.001%
7/10/2026 Ocean Park Asset Management LLC41,485$2.22M0.1%N/A0.004%
7/10/2026 Clarus Wealth Advisors108,823$5.98M2.3%+9.5%0.011%
7/10/2026 City Holding Co.89,479$4.80M0.5%-0.9%0.009%
7/10/2026 Camelot Technology Advisors Inc.24,004$1.29M0.9%-38.5%0.002%
7/10/2026 Spinnaker Investment Group LLC8,333$447K0.1%+5.0%0.001%
7/10/2026 SMI Advisory Services LLC6,897$387K0.1%-76.9%0.001%
7/10/2026 Fulcrum Equity Management42,945$2.30M1.7%+51.7%0.004%
7/10/2026 KMG Fiduciary Partners LLC13,262$711K0.1%-2.9%0.001%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors58,394$3.13M0.3%+0.8%0.006%
7/10/2026 Constitution Capital LLC53,291$2.86M1.5%-3.2%0.006%
7/10/2026 Wealthcare Advisory Partners LLC27,343$1.47M0.0%-7.0%0.003%
7/10/2026 Paladin Wealth LLC40,415$2.17M1.3%+21.4%0.004%
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7/10/2026 Warner Financial Inc.72,757$3.90M1.1%-2.2%0.008%
7/9/2026 Financial Management Professionals Inc.813$44K0.0%N/A0.000%
7/9/2026 Harrell Investment Partners LLC53,306$2.86M0.6%+0.8%0.006%
7/9/2026 Key Client Fiduciary Advisors LLC11,831$634K0.2%-2.9%0.001%
7/9/2026 Bay Rivers Group63,731$3.42M1.2%+16.0%0.007%
7/9/2026 Contravisory Investment Management Inc.25,652$1.38M0.2%-30.5%0.003%
7/9/2026 Sapient Capital LLC12,967$695K0.0%-4.4%0.001%
7/9/2026 AFG Fiduciary Services Limited Partnership13,092$728K0.6%+6.5%0.001%
7/9/2026 World Equity Group Inc.21,855$1.17M0.3%+2.9%0.002%
7/9/2026 Next Level Private LLC49,672$2.66M0.5%-1.3%0.005%
7/9/2026 Focus Financial Network Inc.88,357$4.74M0.1%-2.1%0.009%
7/9/2026 Pettinga Financial Advisors LLC12,695$681K0.1%+111.1%0.001%
7/9/2026 Vertrix Wealth Management LLC8,580$460K0.2%+20.7%0.001%
7/9/2026 Allied Private Wealth LLC3,149$173K0.1%N/A0.000%
7/9/2026 Herbst Group LLC53,312$2.86M1.6%-16.5%0.006%
7/9/2026 Whitaker Myers Wealth Managers LTD.31,629$1.70M0.3%-38.4%0.003%
7/9/2026 Tactive Advisors LLC8,350$448K0.1%-26.1%0.001%
7/9/2026 Sax Wealth Advisors LLC33,384$1.65M0.1%+67.5%0.003%
7/9/2026 Adamsbrown Wealth Consultants LLC5,654$303K0.1%+9.2%0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.33,174$1.78M0.1%+17.5%0.003%
7/9/2026 Pine Haven Investment Counsel Inc3,870$207K0.1%N/A0.000%
7/9/2026 Breakwater Capital Group24,741$1.33M0.2%+4.0%0.003%
7/9/2026 Agate Pass Investment Management LLC8,590$460K0.2%+11.8%0.001%
7/9/2026 Valeo Financial Advisors LLC79,955$4.29M0.1%-2.7%0.008%
7/9/2026 Crumly & Associates Inc.38,491$2.06M0.4%-1.3%0.004%
7/9/2026 Flaharty Asset Management LLC47,506$2.65M3.8%-92.6%0.005%
7/8/2026 Gradient Investments LLC1,047,939$56.18M0.8%+14.5%0.109%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.6,833$366K0.1%+7.0%0.001%
7/8/2026 Beacon Investment Advisory Services Inc.6,748$362K0.0%+12.5%0.001%
7/8/2026 Chesley Taft & Associates LLC253,912$13.61M0.5%+0.2%0.026%
7/8/2026 AAFMAA Wealth Management & Trust LLC291,796$15.64M5.5%+5.8%0.030%
7/8/2026 First Heartland Consultants Inc.6,173$331K0.0%-6.8%0.001%
7/8/2026 Teamwork Financial Advisors LLC64,311$3.45M0.3%-17.6%0.007%
7/8/2026 OFS Enterprise LLC4,902$263K0.1%N/A0.001%
7/8/2026 FNY Investment Advisers LLC3,900$209K0.1%N/A0.000%
7/8/2026 Brave Asset Management Inc.10,374$556K0.1%-8.8%0.001%
7/8/2026 ACT Wealth Management LLC172,599$9.25M2.7%+5.3%0.018%
7/8/2026 Elmwood Wealth Management Inc.19,261$1.03M0.3%-4.5%0.002%
7/8/2026 Matthew Goff Investment Advisor LLC137,447$7.37M1.2%-0.5%0.014%
7/8/2026 Elevation Wealth Partners LLC2,289$123K0.0%+14.1%0.000%
7/8/2026 Apella Capital LLC3,614$203K0.0%+67.3%0.000%
7/8/2026 Clark Asset Management LLC7,385$396K0.0%+8.9%0.001%
7/8/2026 IMZ Advisory Inc551,026$29.54M9.4%+1.5%0.057%
7/7/2026 First Citizens Financial Corp22,487$1.21M0.5%-16.2%0.002%
7/7/2026 Mechanics Bank Trust Department103,193$5.53M0.7%-3.2%0.011%
7/7/2026 Madison Park Capital Advisors LLC69,225$3.71M2.0%-2.4%0.007%
7/7/2026 M.E. Allison & CO. Inc.22,015$1.18M0.7%+1.7%0.002%
7/7/2026 Balefire LLC5,631$302K0.0%+18.1%0.001%
7/7/2026 Dynamic Advisor Solutions LLC37,049$1.99M0.1%-35.7%0.004%
7/7/2026 Avior Wealth Management LLC55,012$2.95M0.1%+10.0%0.006%
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7/7/2026 Arlington Trust Co LLC8,888$476K0.0%+132.4%0.001%
7/7/2026 Grove Bank & Trust1,852$99K0.0%-38.7%0.000%
7/7/2026 CoreCap Advisors LLC136,009$7.29M0.2%-48.1%0.014%
7/7/2026 City Center Advisors LLC30,748$1.65M1.3%+10.1%0.003%
7/7/2026 Moulton Wealth Management Inc.13,527$743K0.5%N/A0.001%
7/6/2026 Stonebridge Financial Group LLC537,284$28.80M2.2%N/A0.056%
7/6/2026 RDA Financial Network63,216$3.39M0.7%-3.4%0.007%
7/6/2026 Boltwood Capital Management45,562$2.44M0.6%+0.7%0.005%
7/6/2026 Trilogy Capital Inc.825,506$44.26M1.7%+629.1%0.086%
7/2/2026 MassMutual Private Wealth & Trust FSB750$40K0.0%-34.8%0.000%


XLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,080 institutional investors and hedge funds held shares of Financial Select Sector SPDR Fund. The most heavily invested institutionals were JPMorgan Chase & Co. ($7.17B), Bank of America Corp DE ($4.24B), Goldman Sachs Group Inc. ($2.43B), Morgan Stanley ($2.24B), LPL Financial LLC ($1.19B), Envestnet Asset Management Inc. ($1.19B), and Raymond James Financial Inc. ($892.13M).Learn more on Financial Select Sector SPDR Fund's 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.

Of the 1,847 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: Kingstone Capital Partners Texas LLC ($228.62M), JPMorgan Chase & Co. ($59.78M), Goldman Sachs Group Inc. ($46.62M), Bank of America Corp DE ($20.38M), Raymond James Financial Inc. ($18.80M), Focus Partners Wealth ($11.54M), and PGIM Custom Harvest LLC ($10.08M).

Institutional investors have bought a total of 145,698,679 shares in the last 24 months. This purchase volume represents approximately $7.83B in transactions.

Of the 809 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: Harel Insurance Investments & Financial Services Ltd. ($11.36M), Morgan Stanley ($6.49M), Laurel Wealth Advisors LLC ($5.53M), Banco Bilbao Vizcaya Argentaria S.A. ($3.83M), Bank of Nova Scotia ($2.47M), LPL Financial LLC ($2.42M), and Meitav Investment House Ltd. ($2.24M).

Institutional investors have sold a total of 65,275,613 shares in the last 24 months. This volume of shares sold represents approximately $3.52B in transactions.


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Institutional ownership data for NYSEARCA:XLF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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