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Financial Select Sector SPDR Fund (XLF) Institutional Ownership

Financial Select Sector SPDR Fund logo
$51.94 +0.21 (+0.41%)
Closing price 05/22/2026 04:10 PM Eastern
Extended Trading
$51.93 -0.01 (-0.03%)
As of 05/22/2026 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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)
1349
Total
Institutional Inflows
(last 12 months)
$21.23B
Number of
Institutional Sellers
(last 12 months)
991
Total
Institutional Outflows
(last 12 months)
$7.58B
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Skip Chart & View Institutional Buying and Selling Data

XLF Institutional Buying and Selling by Quarter

Financial Select Sector SPDR Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026WNY Asset Management LLC49,075$2.42M0.3%N/A0.005%
5/22/2026 Segall Bryant & Hamill LLC14,274$709K0.0%N/A0.001%
5/22/2026Wellington Grp LLC1,970$97K0.0%-18.4%0.000%
5/22/2026Verus Capital Partners LLC9,055$447K0.0%-31.0%0.001%
5/21/2026 Raab & Moskowitz Asset Management LLC8,919$440K0.1%-18.7%0.001%
5/21/2026 Vestor Capital LLC6,549$323K0.0%+272.3%0.001%
5/21/2026 BankChampaign National Association839$41K0.0%N/A0.000%
5/20/2026 SHUTTLEWORTH & Co50,754$2.51M2.3%+0.8%0.005%
5/20/2026 January Capital Advisors LLC18,457$911K1.2%N/A0.002%
5/20/2026 Arete Wealth Advisors LLC15,077$744K0.0%-36.6%0.002%
5/20/2026 SOA Wealth Advisors LLC.16,661$823K0.1%-5.9%0.002%
5/19/2026 Western Wealth Management LLC167,271$8.26M0.3%+19.3%0.017%
5/19/2026 Royal Fund Management LLC142,339$7.03M0.7%-34.2%0.014%
5/19/2026 NewEdge Advisors LLC433,867$21.42M0.4%-29.2%0.044%
5/19/2026 Bank of America Corp DE85,978,579$4.24B0.3%+6.7%8.718%
5/19/2026 Wilson & Boucher Capital Management LLC17,725$875K0.6%+2.9%0.002%
5/19/2026 Edgestream Partners L.P.35,256$1.74M0.1%-58.1%0.004%
5/19/2026 Chesapeake Wealth Management62,843$3.10M1.0%-5.9%0.006%
5/19/2026 Janus Henderson Group PLC677,070$33.43M0.0%+43.0%0.069%
5/19/2026 Centaurus Financial Inc.63,041$3.11M0.1%-51.8%0.006%
5/19/2026 Strategic Investment Advisors MI5,262$260K0.0%N/A0.001%
5/19/2026 Ashton Thomas Securities LLC33,231$1.64M0.2%-6.9%0.003%
5/19/2026 Arkadios Wealth Advisors183,032$9.04M0.1%-16.8%0.019%
5/19/2026 Arete Wealth Advisors LLC15,077$744K0.1%-36.6%0.002%
5/18/2026 Sunbelt Securities Inc.7,187$355K0.0%-6.6%0.001%
5/18/2026 EverSource Wealth Advisors LLC29,915$1.48M0.0%-6.2%0.003%
5/18/2026 Empowered Funds LLC39,308$1.94M0.0%+139.1%0.004%
5/18/2026 Evercore Wealth Management LLC71,496$3.53M0.1%-2.3%0.007%
5/16/2026 KCM Investment Advisors LLC860,033$42.46M1.4%+1.9%0.087%
5/16/2026 Glen Eagle Advisors LLC33,036$1.63M0.2%-1.1%0.003%
5/16/2026 Excelsior Advisor Network LLC11,612$573K0.2%+2.0%0.001%
5/16/2026 Quantinno Capital Management LP359,554$17.75M0.0%-4.6%0.036%
5/16/2026 SummitTX Capital L.P.292,257$14.43M0.5%N/A0.030%
5/15/2026 Cardiff Park Advisors LLC1,955$97K0.0%N/A0.000%
5/15/2026 Gateway Wealth Partners LLC121,961$6.02M0.2%+429.2%0.012%
5/15/2026 Blue Chip Partners LLC33,327$1.65M0.1%+6.7%0.003%
5/15/2026 Royal Capital Wealth Management LLC8,600$425K0.3%-7.5%0.001%
5/15/2026 Ameraudi Asset Management Inc.35,666$1.76M1.0%-77.8%0.004%
5/15/2026 Everest Financial Group LLC191,681$9.46M1.6%+23.7%0.019%
5/15/2026 Windsor Advisory Group LLC2,645$131K0.1%-44.2%0.000%
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5/15/2026 Waverly Advisors LLC151,211$7.47M0.1%-19.4%0.015%
5/15/2026 Asset Management Group Inc.5,832$288K0.0%-7.0%0.001%
5/15/2026 Unisphere Establishment2,500,000$123.43M1.0%+92.3%0.253%
5/15/2026 Vivaldi Capital Management LP16,779$828K0.1%-1.9%0.002%
5/15/2026 Bridgewater Advisors Inc.9,385$479K0.0%+140.8%0.001%
5/15/2026 Boreal Capital Management LLC6,290$311K0.3%N/A0.001%
5/14/2026 Renaissance Technologies LLC2,716,310$134.10M0.2%+105.8%0.275%
5/14/2026 Gamco Investors INC. ET AL153,775$7.59M0.1%-0.2%0.016%
5/14/2026 Hilltop Holdings Inc.59,841$2.95M0.3%-46.2%0.006%
5/14/2026 GC Wealth Management RIA LLC16,153$797K0.0%+72.7%0.002%
5/14/2026 Compound Planning Inc.21,495$1.06M0.0%-50.5%0.002%
5/14/2026 Modern Wealth Management LLC20,538$1.02M0.0%-52.2%0.002%
5/14/2026 American Financial Advisors LLC20,718$1.02M0.1%-2.0%0.002%
5/14/2026 MWA Asset Management5,399$267K0.1%+30.3%0.001%
5/14/2026 Group One Trading LLC50,622$2.50M0.0%N/A0.005%
5/14/2026 Davis R M Inc.19,604$968K0.0%-1.6%0.002%
5/14/2026 Lido Advisors LLC290,350$14.34M0.0%-14.1%0.029%
5/13/2026 Cetera Investment Advisers2,652,727$130.97M0.1%-9.7%0.269%
5/13/2026 Wealthspire Retirement LLC6,616$327K0.0%-10.3%0.001%
5/13/2026 Dynamic Wealth Strategies LLC54,287$2.68M1.6%+20.5%0.006%
5/13/2026 Prestige Wealth Management Group LLC116,291$5.74M1.1%-54.5%0.012%
5/13/2026 Levin Capital Strategies L.P.9,000$444K0.0%-10.0%0.001%
5/13/2026 Measured Wealth Private Client Group LLC98,780$4.88M1.3%-9.5%0.010%
5/13/2026 Signature Equity Partners LLC8,586$424K0.2%-63.2%0.001%
5/13/2026 NewEdge Wealth LLC55,805$2.76M0.0%+15.6%0.006%
5/13/2026 CI Investments Inc.50,000$2.47M0.0%N/A0.005%
5/13/2026 First Trust Advisors LP123,604$6.10M0.0%-14.5%0.013%
5/12/2026 Fortis Capital Management LLC9,809$484K0.0%+134.6%0.001%
5/12/2026 Bellwether Advisors LLC639,543$31.57M5.3%+2,112.1%0.065%
5/8/2026 PNC Financial Services Group Inc.1,331,869$65.75M0.0%+0.6%0.135%
5/8/2026 Glenview Trust Co26,721$1.32M0.0%+8.6%0.003%
5/8/2026 One Charles Private Wealth Services LLC51,223$2.53M0.6%-8.8%0.005%
5/8/2026 Cassaday & Co Wealth Management LLC16,605$820K0.0%-1.8%0.002%
5/8/2026 Rice Partnership LLC2,400$118K0.0%-27.3%0.000%
5/8/2026 JMG Financial Group Ltd.10,054$496K0.0%+17.5%0.001%
5/8/2026 MWA Asset Management5,399$267K0.1%+30.3%0.001%
5/7/2026 Florida Financial Advisors LLC11,431$564K0.1%-49.5%0.001%
5/7/2026 Swan Global Investments LLC571,025$28.19M0.9%-23.0%0.058%
5/7/2026 Earned Wealth Advisors LLC50,606$2.50M0.2%-10.1%0.005%
5/7/2026 Balefire LLC4,770$235K0.0%+18.8%0.000%
5/7/2026 Parallel Advisors LLC41,589$2.05M0.0%+4.6%0.004%
5/7/2026 Ironwood Investment Counsel LLC6,025$298K0.0%+28.8%0.001%
5/7/2026 Sentinel Trust Co. LBA21,018$1.04M0.1%-2.7%0.002%
5/7/2026 Nelson Capital Management LLC102,826$5.08M0.6%+10.6%0.010%
5/7/2026 Greenwood Gearhart LLC509,542$25.16M1.4%+10.0%0.052%
5/7/2026 Next Capital Management LLC34,508$1.70M0.5%+4.9%0.003%
5/7/2026 World Equity Group Inc.21,235$1.05M0.3%-1.1%0.002%
5/7/2026 Legacy Wealth Advisors LLC15,251$753K0.4%+133.4%0.002%
5/7/2026 Spartan Wealth Advisory Services LLC16,981$838K0.1%N/A0.002%
5/7/2026 Crescent Grove Advisors LLC191,970$9.48M0.9%+3.6%0.019%
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5/6/2026 Annis Gardner Whiting Capital Advisors LLC5,638$278K0.0%+10.7%0.001%
5/6/2026 German American Bancorp Inc.19,690$972K0.1%-2.9%0.002%
5/6/2026 Audent Global Asset Management LLC16,824$831K0.9%-28.8%0.002%
5/6/2026 Bartlett & CO. Wealth Management LLC2,222$115K0.0%+65.8%0.000%
5/6/2026 Centennial Bank AR 75,608$3.73M1.3%+31.5%0.008%
5/6/2026 Simon Quick Advisors LLC302,017$14.91M0.7%+8.9%0.031%
5/6/2026 Gryphon Financial Partners LLC5,156$255K0.0%+37.0%0.001%
5/6/2026 Arcus Capital Partners LLC7,773$384K0.1%-62.2%0.001%
5/6/2026 Modera Wealth Management LLC11,735$579K0.0%+8.0%0.001%
5/6/2026 Townsend Asset Management Corp NC ADV1,203$59K0.0%+17,085.7%0.000%


XLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,115 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 1,887 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), Envestnet Asset Management Inc. ($12.36M), and Focus Partners Wealth ($11.54M).

Institutional investors have bought a total of 401,603,542 shares in the last 24 months. This purchase volume represents approximately $21.23B in transactions.

Of the 991 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. ($35.65M), Harel Insurance Investments & Financial Services Ltd. ($11.36M), Morgan Stanley ($6.49M), Banco Bilbao Vizcaya Argentaria S.A. ($6.02M), Laurel Wealth Advisors LLC ($5.53M), Envestnet Asset Management Inc. ($4.82M), and TD Asset Management Inc ($4.70M).

Institutional investors have sold a total of 142,778,246 shares in the last 24 months. This volume of shares sold represents approximately $7.58B in transactions.


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This page (NYSEARCA:XLF) was last updated on 5/23/2026 by MarketBeat.com Staff.
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