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Financial Select Sector SPDR Fund (XLF) Institutional Ownership

Financial Select Sector SPDR Fund logo
$56.34 +0.21 (+0.37%)
As of 10:51 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
1357
Total
Institutional Inflows
(last 12 months)
$21.34B
Number of
Institutional Sellers
(last 12 months)
994
Total
Institutional Outflows
(last 12 months)
$7.59B
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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
7/7/2026CoreCap Advisors LLC136,009$7.29M0.2%-48.1%0.014%
7/7/2026City Center Advisors LLC30,748$1.65M1.3%+10.1%0.003%
7/7/2026Moulton Wealth Management Inc.13,527$743K0.5%N/A0.001%
7/6/2026Stonebridge Financial Group LLC537,284$28.80M2.2%N/A0.056%
7/6/2026RDA Financial Network63,216$3.39M0.7%-3.4%0.007%
7/6/2026Boltwood Capital Management45,562$2.44M0.6%+0.7%0.005%
7/6/2026Trilogy 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%
7/2/2026 Versant Capital Management Inc720$39K0.0%-55.1%0.000%
7/2/2026 CX Institutional12,786$685K0.0%-27.2%0.001%
6/24/2026Basecamp Wealth Advisors LLC1,642$81K0.0%N/A0.000%
6/24/2026Redwood Investment Management LLC8,931$441K0.1%N/A0.001%
6/22/2026Sapient Capital LLC13,566$670K0.0%-23.6%0.001%
6/22/2026Vilga Financial Planning LLC21,555$1.06M1.0%-2.7%0.002%
6/8/2026Pine Valley Investments Ltd Liability Co71,196$3.52M0.2%+7.9%0.007%
6/4/2026Fischer Investment Strategies LLC8,570$423K0.2%-55.1%0.001%
6/3/2026Stillwater Private Wealth LLC14,089$695K0.6%N/A0.001%
6/3/2026DV Trading LLC65,818$3.25M0.1%N/A0.007%
6/3/2026Parallel Advisors LLC41,589$2.05M0.0%+4.6%0.004%
6/3/2026NewEdge Advisors LLC492,279$24.30M0.1%-19.7%0.050%
6/2/2026Optiver Holding B.V.1,825,469$90.12M0.0%+62.7%0.185%
6/1/2026Foguth Wealth Management LLC.131,920$6.80M0.8%-9.7%0.013%
6/1/2026Concorde Asset Management LLC6,663$329K0.2%+36.6%0.001%
6/1/2026Financial Solutions Advisory Group Inc.4,671$231K0.0%N/A0.000%
6/1/2026Keel Point LLC6,995$345K0.0%-95.3%0.001%
5/29/2026Ipsen Advisor Group LLC29,431$1.45M1.0%+2.1%0.003%
5/29/2026Asset Dedication LLC3,031$150K0.0%-14.8%0.000%
5/28/2026Lavelle Capital LP11,133$550K0.3%N/A0.001%
5/26/2026Glenmede Trust Co. NA64,456$3.18M0.0%-5.9%0.007%
5/26/2026Axiom Investment Management LLC17,295$854K0.7%N/A0.002%
5/22/2026WNY Asset Management LLC49,075$2.42M0.3%N/A0.005%
5/22/2026Segall 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%
5/21/2026Raab & Moskowitz Asset Management LLC8,919$440K0.1%-18.7%0.001%
5/21/2026Vestor Capital LLC6,549$323K0.0%+272.3%0.001%
5/21/2026BankChampaign National Association839$41K0.0%N/A0.000%
5/20/2026SHUTTLEWORTH & Co50,754$2.51M2.3%+0.8%0.005%
5/20/2026January Capital Advisors LLC18,457$911K1.2%N/A0.002%
5/20/2026Arete Wealth Advisors LLC15,077$744K0.0%-36.6%0.002%
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5/20/2026SOA Wealth Advisors LLC.16,661$823K0.1%-5.9%0.002%
5/19/2026Western Wealth Management LLC167,271$8.26M0.3%+19.3%0.017%
5/19/2026Royal Fund Management LLC142,339$7.03M0.7%-34.2%0.014%
5/19/2026NewEdge Advisors LLC433,867$21.42M0.4%-29.2%0.044%
5/19/2026Bank of America Corp DE85,978,579$4.24B0.3%+6.7%8.718%
5/19/2026Wilson & Boucher Capital Management LLC17,725$875K0.6%+2.9%0.002%
5/19/2026Edgestream Partners L.P.35,256$1.74M0.1%-58.1%0.004%
5/19/2026Chesapeake Wealth Management62,843$3.10M1.0%-5.9%0.006%
5/19/2026Janus Henderson Group PLC677,070$33.43M0.0%+43.0%0.069%
5/19/2026Centaurus Financial Inc.63,041$3.11M0.1%-51.8%0.006%
5/19/2026Strategic Investment Advisors MI5,262$260K0.0%N/A0.001%
5/19/2026Ashton Thomas Securities LLC33,231$1.64M0.2%-6.9%0.003%
5/19/2026Arkadios Wealth Advisors183,032$9.04M0.1%-16.8%0.019%
5/19/2026Arete Wealth Advisors LLC15,077$744K0.1%-36.6%0.002%
5/18/2026Sunbelt Securities Inc.7,187$355K0.0%-6.6%0.001%
5/18/2026EverSource Wealth Advisors LLC29,915$1.48M0.0%-6.2%0.003%
5/18/2026Empowered Funds LLC39,308$1.94M0.0%+139.1%0.004%
5/18/2026Evercore Wealth Management LLC71,496$3.53M0.1%-2.3%0.007%
5/16/2026KCM Investment Advisors LLC860,033$42.46M1.4%+1.9%0.087%
5/16/2026Glen Eagle Advisors LLC33,036$1.63M0.2%-1.1%0.003%
5/16/2026Excelsior Advisor Network LLC11,612$573K0.2%+2.0%0.001%
5/16/2026Quantinno Capital Management LP359,554$17.75M0.0%-4.6%0.036%
5/16/2026SummitTX Capital L.P.292,257$14.43M0.5%N/A0.030%
5/15/2026Cardiff Park Advisors LLC1,955$97K0.0%N/A0.000%
5/15/2026Gateway Wealth Partners LLC121,961$6.02M0.2%+429.2%0.012%
5/15/2026Blue Chip Partners LLC33,327$1.65M0.1%+6.7%0.003%
5/15/2026Royal Capital Wealth Management LLC8,600$425K0.3%-7.5%0.001%
5/15/2026Ameraudi Asset Management Inc.35,666$1.76M1.0%-77.8%0.004%
5/15/2026Everest Financial Group LLC191,681$9.46M1.6%+23.7%0.019%
5/15/2026Windsor Advisory Group LLC2,645$131K0.1%-44.2%0.000%
5/15/2026Waverly Advisors LLC151,211$7.47M0.1%-19.4%0.015%
5/15/2026Asset Management Group Inc.5,832$288K0.0%-7.0%0.001%
5/15/2026Unisphere Establishment2,500,000$123.43M1.0%+92.3%0.253%
5/15/2026Vivaldi Capital Management LP16,779$828K0.1%-1.9%0.002%
5/15/2026Bridgewater Advisors Inc.9,385$479K0.0%+140.8%0.001%
5/15/2026Boreal Capital Management LLC6,290$311K0.3%N/A0.001%
5/14/2026Renaissance Technologies LLC2,716,310$134.10M0.2%+105.8%0.275%
5/14/2026Gamco Investors INC. ET AL153,775$7.59M0.1%-0.2%0.016%
5/14/2026Hilltop Holdings Inc.59,841$2.95M0.3%-46.2%0.006%
5/14/2026GC Wealth Management RIA LLC16,153$797K0.0%+72.7%0.002%
5/14/2026Compound Planning Inc.21,495$1.06M0.0%-50.5%0.002%
5/14/2026Modern Wealth Management LLC20,538$1.02M0.0%-52.2%0.002%
5/14/2026American Financial Advisors LLC20,718$1.02M0.1%-2.0%0.002%
5/14/2026MWA Asset Management5,399$267K0.1%+30.3%0.001%
5/14/2026Group One Trading LLC50,622$2.50M0.0%N/A0.005%
5/14/2026Davis R M Inc.19,604$968K0.0%-1.6%0.002%
5/14/2026Lido Advisors LLC290,350$14.34M0.0%-14.1%0.029%
5/13/2026Cetera Investment Advisers2,652,727$130.97M0.1%-9.7%0.269%
5/13/2026Wealthspire Retirement LLC6,616$327K0.0%-10.3%0.001%
5/13/2026Dynamic Wealth Strategies LLC54,287$2.68M1.6%+20.5%0.006%
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5/13/2026Prestige Wealth Management Group LLC116,291$5.74M1.1%-54.5%0.012%
5/13/2026Levin Capital Strategies L.P.9,000$444K0.0%-10.0%0.001%
5/13/2026Measured Wealth Private Client Group LLC98,780$4.88M1.3%-9.5%0.010%
5/13/2026Signature Equity Partners LLC8,586$424K0.2%-63.2%0.001%
5/13/2026NewEdge Wealth LLC55,805$2.76M0.0%+15.6%0.006%
5/13/2026CI Investments Inc.50,000$2.47M0.0%N/A0.005%
5/13/2026First Trust Advisors LP123,604$6.10M0.0%-14.5%0.013%
5/12/2026Fortis Capital Management LLC9,809$484K0.0%+134.6%0.001%
5/12/2026Bellwether Advisors LLC639,543$31.57M5.3%+2,112.1%0.065%
5/8/2026PNC Financial Services Group Inc.1,331,869$65.75M0.0%+0.6%0.135%


XLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,120 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 1,891 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 403,572,855 shares in the last 24 months. This purchase volume represents approximately $21.34B 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 142,811,600 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 7/7/2026 by MarketBeat.com Staff.
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