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Financial Select Sector SPDR Fund (XLF) Institutional Ownership

Financial Select Sector SPDR Fund logo
$53.88 +0.39 (+0.73%)
Closing price 04:10 PM Eastern
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$53.96 +0.09 (+0.16%)
As of 07:35 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)
1204
Total
Institutional Inflows
(last 12 months)
$7.78B
Number of
Institutional Sellers
(last 12 months)
819
Total
Institutional Outflows
(last 12 months)
$3.64B
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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
10/5/2026Ferguson Wellman Capital Management Inc.127,500$6.81M0.1%-2.0%0.013%
10/5/2026Eastern Bank4,525$242K0.0%N/A0.000%
10/5/2026Rockland Trust Co.69,455$3.71M0.1%N/A0.007%
10/2/2026 First Citizens Financial Corp22,945$1.23M0.5%+2.0%0.002%
10/2/2026 Boltwood Capital Management45,956$2.45M0.6%+0.9%0.005%
10/2/2026 CX Institutional68,617$3.66M0.1%+436.7%0.007%
10/2/2026 Private Client Services LLC5,590$299K0.1%N/A0.001%
10/1/2026 Stonebridge Financial Group LLC514,665$27.48M2.0%-4.2%0.054%
10/1/2026 Coastline Trust Co16,973$906K0.1%N/A0.002%
9/23/2026QRG Capital Management Inc.14,713$789K0.0%+11.5%0.002%
9/23/2026Envestnet Portfolio Solutions Inc.164,601$8.82M0.0%-22.9%0.017%
9/23/2026Envestnet Asset Management Inc.23,529,311$1.26B0.2%-2.2%2.452%
9/22/2026State Street Corp116,246$6.23M0.0%-90.3%0.012%
9/17/2026Wellington Altus USA Inc.800$39K0.0%-20.0%0.000%
9/15/2026Anchor Investment Management LLC12,510$671K0.0%-18.7%0.001%
9/15/2026Cherry Tree Wealth Management LLC1,500$80K0.0%-14.0%0.000%
9/9/2026Bouchey Financial Group Ltd.8,233$441K0.0%-7.9%0.001%
9/9/2026Miramontes Capital LLC102,189$5.48M1.7%+5.4%0.010%
9/9/2026Sequoia Financial Advisors LLC203,162$10.89M0.1%-11.9%0.020%
9/9/2026Tidal Investments LLC262,566$14.08M0.0%+683.5%0.026%
9/9/2026Archford Capital Strategies LLC100,927$5.41M0.5%-1.7%0.010%
9/9/2026Lunt Capital Management Inc.9,245$496K0.2%N/A0.001%
9/9/2026Plimoth Trust Co. LLC36,055$1.93M0.4%-4.6%0.004%
9/9/2026Capital Analysts LLC9,007$483K0.0%+9.0%0.001%
9/9/2026Capital Advantage Inc.397,734$21.32M2.6%-1.9%0.039%
9/9/2026Concorde Asset Management LLC3,835$206K0.1%-42.4%0.000%
9/9/2026NorthRock Partners LLC181,948$9.75M0.1%-21.0%0.018%
9/9/2026Integrated Wealth Concepts LLC568,477$30.48M0.2%+2.4%0.056%
9/9/2026Maven Securities LTD696,461$37.33M0.7%-5.9%0.069%
9/9/2026RFG Advisory LLC193,160$10.36M0.2%+53.2%0.019%
9/9/2026NewEdge Advisors LLC431,724$23.15M0.1%-12.3%0.043%
9/9/2026Pointe Capital Management LLC5,072$272K0.1%-16.5%0.001%
9/9/2026IFP Advisors Inc49,363$2.65M0.0%+21.1%0.005%
9/9/2026Baird Financial Group Inc.283,419$15.19M0.0%-6.0%0.028%
9/9/2026One Charles Private Wealth Services LLC49,814$2.67M0.6%-2.8%0.005%
9/8/2026Allworth Financial LP86,744$4.65M0.0%-3.9%0.009%
9/8/2026Waverly Advisors LLC202,990$10.88M0.1%+34.2%0.020%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group4,705$252K0.0%N/A0.000%
9/2/2026Range Advisory LLC11,047$592K0.1%+6.5%0.001%
8/27/2026Corient Private Wealth LP462,778$24.81M0.0%-41.8%0.046%
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8/27/2026Tucker Asset Management LLC5,368$288K0.1%+6.3%0.001%
8/26/2026Brown Financial Advisors54,737$2.93M1.0%+11.1%0.005%
8/25/2026January Capital Advisors LLC47,533$2.55M2.2%+157.5%0.005%
8/25/2026Kirkwood Financial Services4,126$221K0.1%N/A0.000%
8/24/2026Carlson Financial Inc.6,477$348K0.2%+5.4%0.001%
8/23/2026Hyundai Investments Co. Ltd.10,907$586K0.6%+28.5%0.001%
8/23/2026Ameritas Advisory Services LLC94,715$5.08M0.1%+89.2%0.009%
8/23/2026Straight Path Wealth Management6,129$329K0.1%+34.0%0.001%
8/23/2026Kintra Wealth LLC11,450$667K0.0%+4.1%0.001%
8/23/2026Endeavor Private Wealth Inc.10,186$546K0.1%-11.9%0.001%
8/23/2026HB Wealth Management LLC111,366$5.97M0.0%-3.6%0.011%
8/23/2026Asset Allocation Strategies LLC75,993$4.07M0.6%+1.2%0.008%
8/23/2026Angeles Wealth Management LLC20,968$1.12M0.0%+62.0%0.002%
8/23/2026Kaydan Wealth Management Inc.11,445$614K0.2%+1.9%0.001%
8/22/2026Advisory Solutions Group LLC50,727$2.72M0.9%N/A0.005%
8/22/2026XP Advisory US Inc.5,832$313K0.2%N/A0.001%
8/22/2026NBH Bank4,097$220K0.1%N/A0.000%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC15,645$839K0.3%N/A0.002%
8/22/2026Markowski Investments1,279$69K0.0%N/A0.000%
8/22/2026Montgomery Financial Services LLC485$26K0.0%N/A0.000%
8/22/2026Highland Investment Advisors LLC1,734$93K0.0%N/A0.000%
8/22/2026Outlook Capital Management LLC670$36K0.0%N/A0.000%
8/22/2026Timbuktu Capital Management LLC975$52K0.1%N/A0.000%
8/22/2026Strive Financial Group LLC3,320$178K0.1%+58.4%0.000%
8/22/2026Vertex Investment Solutions Co. Ltd.50,900$2.73M1.8%+62.1%0.005%
8/22/2026Aventus Investment Advisors Inc.141,340$7.58M5.6%+13.3%0.014%
8/22/2026Comprehensive Financial Planning Inc. PA11,154$598K0.3%-14.9%0.001%
8/22/2026Legacy Wealth Managment LLC ID30,472$1.63M0.7%+60,844.0%0.003%
8/22/2026Rik Saylor Financial Inc.29,816$1.60M1.0%-6.1%0.003%
8/22/2026NWF Advisory Services Inc.30,126$1.62M0.2%-1.3%0.003%
8/22/2026Sapient Capital LLC12,967$695K0.0%-4.4%0.001%
8/22/2026Syon Capital LLC18,688$1.00M0.0%-39.0%0.002%
8/22/2026TD Waterhouse Canada Inc.136,357$7.47M0.0%-8.7%0.013%
8/22/2026Premier Path Wealth Partners LLC181,290$9.72M1.1%-7.6%0.018%
8/22/2026United Community Bank7,708$413K0.1%+204.9%0.001%
8/22/2026Lakeshore Financial Planning Inc.432,788$23.20M7.5%+0.2%0.043%
8/22/2026Concurrent Investment Advisors LLC707,930$37.95M0.3%+18.3%0.070%
8/22/2026Allen Mooney & Barnes Investment Advisors LLC4,104$220K0.0%-8.9%0.000%
8/21/2026Strengthening Families & Communities LLC576$31K0.0%+96.6%0.000%
8/21/2026Smallwood Wealth Investment Management LLC908$49K0.0%-17.2%0.000%
8/21/2026Beacon Capital Management LLC5,050$271K0.0%-8.5%0.000%
8/21/2026Continuum Advisory LLC9,940$533K0.0%+1.9%0.001%
8/21/2026Safeguard Investment Advisory Group LLC5,697$305K0.1%-4.3%0.001%
8/21/2026Orion Capital Management LLC5,239$281K0.1%+13.3%0.001%
8/21/2026Round Rock Advisors LLC3,782$203K0.0%N/A0.000%
8/21/2026InTrack Investment Management Inc5,747$308K0.2%-12.7%0.001%
8/21/2026Coppell Advisory Solutions LLC4,964$267K0.1%N/A0.000%
8/21/2026Lionsbridge Wealth Management LLC45,305$2.43M2.1%-4.8%0.004%
8/21/2026KFA 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%
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8/21/2026Clarus Wealth Advisors108,823$5.98M2.2%+9.5%0.011%
8/21/2026Chesapeake Wealth Management65,197$3.50M1.0%+3.7%0.006%
8/21/2026Acorn Wealth Advisors LLC5,559$298K0.1%-6.7%0.001%
8/20/2026Nwam LLC47,303$2.54M0.1%+14.4%0.005%
8/20/2026Cavalier 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%
8/20/2026Strategic Advisors LLC6,100$327K0.1%-22.4%0.001%
8/20/2026BTG Pactual Asset Management US LLC10,288$552K0.0%+19.4%0.001%
8/20/2026Rothschild Capital Partners LLC7,023$377K0.1%N/A0.001%


XLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,100 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), Envestnet Asset Management Inc. ($1.26B), LPL Financial LLC ($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 1,864 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 144,632,628 shares in the last 24 months. This purchase volume represents approximately $7.78B in transactions.

Of the 819 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 67,511,993 shares in the last 24 months. This volume of shares sold represents approximately $3.64B in transactions.


Related Companies

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 10/5/2026. New 13F filings are added each quarter as they're published.
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