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Financial Select Sector SPDR Fund (XLF) Institutional Ownership

Financial Select Sector SPDR Fund logo
$52.56 -0.76 (-1.43%)
As of 02:09 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)
1375
Total
Institutional Inflows
(last 12 months)
$25.54B
Number of
Institutional Sellers
(last 12 months)
939
Total
Institutional Outflows
(last 12 months)
$8.95B
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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
10/10/2025Clarity Financial LLC311,028$16.76M1.7%-2.1%0.031%
10/10/2025Falcon Wealth Planning15,680$845K0.1%-13.8%0.002%
10/10/2025Focused Wealth Management Inc468,136$25.22M2.7%+2.7%0.047%
10/10/2025Fairvoy Private Wealth LLC47,923$2.58M0.6%+4.2%0.005%
10/10/2025Quotient Wealth Partners LLC1,155,778$62.26M1.7%+2.5%0.115%
10/10/2025Focus Financial Network Inc.97,499$5.25M0.2%-12.3%0.010%
10/10/2025Signal Advisors Wealth LLC46,281$2.49M0.2%-73.7%0.005%
10/10/2025Capitol Family Office Inc.23,903$1.29M1.6%+0.8%0.002%
10/9/2025Bartlett & CO. Wealth Management LLC2,040$110K0.0%-43.6%0.000%
10/9/2025Independence Bank of Kentucky7,610$410K0.1%+24.9%0.001%
10/9/2025Secure Asset Management LLC4,340$232K0.0%N/A0.000%
10/9/2025Financial Enhancement Group LLC86,150$4.61M0.6%-61.3%0.009%
10/9/2025Toth Financial Advisory Corp242,237$13.05M1.4%+3.8%0.024%
10/9/2025Kessler Investment Group LLC16,933$912K0.4%-62.8%0.002%
10/9/2025Rockingstone Advisors LLC43,143$2.32M1.1%-0.6%0.004%
10/9/2025Central Bank & Trust Co.7,135$384K0.1%-45.8%0.001%
10/9/2025Perkins Coie Trust Co1,115$60K0.0%-53.7%0.000%
10/9/2025U.S. Capital Wealth Advisors LLC95,209$5.13M0.1%+5.3%0.009%
10/9/2025Voya Financial Advisors Inc.14,521$786K0.1%+102.3%0.001%
10/9/2025IMZ Advisory Inc527,877$28.44M10.6%+0.3%0.053%
10/9/2025Dynamic Advisor Solutions LLC70,920$3.82M0.1%+149.0%0.007%
10/9/2025Cypress Financial Planning LLC159,921$8.62M2.6%+1.6%0.016%
10/9/2025Contravisory Investment Management Inc.36,851$1.99M0.4%+1.6%0.004%
10/9/2025Embree Financial Group11,736$632K0.1%-10.2%0.001%
10/9/2025Long Run Wealth Advisors LLC257,651$13.88M2.7%+4.6%0.026%
10/9/2025Park Edge Advisors LLC39,642$2.14M0.5%+1.3%0.004%
10/9/2025Whalen Wealth Management Inc.6,797$366K0.2%N/A0.001%
10/8/2025 First County Bank CT 7,146$385K0.2%-4.9%0.001%
10/8/2025 Hilltop National Bank11,884$640K0.2%-19.3%0.001%
10/8/2025 Teamwork Financial Advisors LLC59,429$3.20M0.3%+15.0%0.006%
10/8/2025 Rise Advisors LLC115,336$6.21M2.2%+5.6%0.011%
10/8/2025 Peak Financial Advisors LLC26,553$1.43M0.7%+116.5%0.003%
10/8/2025 Armstrong Advisory Group Inc.827,241$44.56M3.1%+0.3%0.082%
10/8/2025 Asset Allocation Strategies LLC83,542$4.50M0.9%-32.7%0.008%
10/8/2025 RDA Financial Network67,275$3.62M0.9%+13.4%0.007%
10/8/2025 Wedmont Private Capital30,060$1.62M0.1%+1.8%0.003%
10/8/2025 Ignite Planners LLC16,276$877K0.1%+24.1%0.002%
10/8/2025 Chesley Taft & Associates LLC241,514$13.01M0.6%-6.4%0.024%
10/8/2025 Balefire LLC9,428$508K0.1%+2.8%0.001%
10/8/2025 Country Club Bank31,769$1.72M0.1%-4.1%0.003%
10/8/2025 Carr Financial Group Corp11,800$636K0.2%-44.9%0.001%
10/8/2025 M.E. Allison & CO. Inc.20,055$1.08M0.8%+3.2%0.002%
10/8/2025 Accel Wealth Management40,433$2.18M0.6%+3.1%0.004%
10/8/2025 Beacon Financial Group48,310$2.60M0.3%-1.0%0.005%
10/7/2025 Montecito Bank & Trust15,849$854K0.1%N/A0.002%
10/7/2025 FOCUS Wealth Advisors LLC79,709$4.29M2.1%+2.7%0.008%
10/7/2025 Acropolis Investment Management LLC12,742$667K0.0%+10.8%0.001%
10/7/2025 Channel Wealth LLC138,261$7.45M2.0%+93.7%0.014%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.530$29K0.1%-97.1%0.000%
10/7/2025 EWG Elevate Inc.52,699$2.84M0.9%-34.8%0.005%
10/7/2025 Salem Investment Counselors Inc.7,438$401K0.0%+6.4%0.001%
10/7/2025 Nova Wealth Management Inc.21,273$1.15M0.8%+2.6%0.002%
10/6/2025 Destiny Wealth Partners LLC268,115$14.44M1.8%+3.0%0.027%
10/6/2025 ACT Wealth Management LLC155,716$8.39M2.9%+5.4%0.015%
10/6/2025 SMI Advisory Services LLC55,424$2.98M0.6%N/A0.006%
10/6/2025 Gradient Investments LLC821,185$44.24M0.7%+11,778.9%0.082%
10/6/2025 City Center Advisors LLC19,596$1.06M1.0%+10.9%0.002%
10/6/2025 Heartwood Wealth Advisors LLC1,688$91K0.0%N/A0.000%
10/6/2025 Insight Wealth Strategies LLC7,062$380K0.0%-24.6%0.001%
10/6/2025 Grove Bank & Trust2,331$126K0.0%+150.4%0.000%
10/6/2025 Boltwood Capital Management43,512$2.34M0.6%+2.3%0.004%
10/6/2025 Clarus Wealth Advisors75,081$4.03M1.8%+4.1%0.007%
10/6/2025 Venture Visionary Partners LLC155,032$8.35M0.3%-0.2%0.015%
10/6/2025 Nilsine Partners LLC3,735$201K0.0%N/A0.000%
10/3/2025 KFA Private Wealth Group LLC36,867$1.99M0.6%-4.0%0.004%
10/3/2025 HCR Wealth Advisors8,545$456K0.0%+4.0%0.001%
10/3/2025 First Citizens Financial Corp23,201$1.25M0.6%+12.1%0.002%
10/2/2025 Investors Research Corp1,190$64K0.0%-43.0%0.000%
10/2/2025 Global Wealth Strategies & Associates2,576$139K0.0%-9.5%0.000%
9/30/2025Cullen Capital Management LLC185,424$9.71M0.1%+4,370.2%0.019%
9/26/2025Corient Private Wealth LLC457,214$23.94M0.0%+29.5%0.046%
9/25/2025National Wealth Management Group LLC4,336$227K0.1%N/A0.000%
9/22/2025Caldwell Trust Co12,554$657K0.1%N/A0.001%
9/19/2025Watts Gwilliam & Co. LLC32,120$1.74M0.3%-5.9%0.003%
9/12/2025Valeo Financial Advisors LLC88,535$4.64M0.1%+2.0%0.009%
9/10/2025WT Wealth Management130,722$6.85M2.0%-15.1%0.013%
9/9/2025NWF Advisory Services Inc.30,191$1.58M0.2%+21.3%0.003%
9/4/2025Osaic Holdings Inc.2,442,526$127.57M0.2%+24.5%0.244%
9/3/2025American Trust5,918$310K0.0%N/A0.001%
8/29/2025Evolution Wealth Management Inc.1,643$86K0.1%N/A0.000%
8/29/2025Centaurus Financial Inc.136,242$7.14M0.4%-6.3%0.014%
8/27/2025Cypress Capital Advisors LLC17,258$904K0.6%+1.6%0.002%
8/27/2025Orion Porfolio Solutions LLC67,990$3.56M0.0%+5.7%0.007%
8/26/2025Thrivent Financial for Lutherans1,270,505$66.54M0.1%+1,294.4%0.127%
8/25/2025Silverlake Wealth Management LLC21,324$1.12M0.3%-34.2%0.002%
8/25/2025Fulcrum Equity Management36,467$1.91M2.0%-20.7%0.004%
8/20/2025Coppell Advisory Solutions LLC3,890$202K0.0%-7.5%0.000%
8/19/2025B. Riley Wealth Advisors Inc.71,515$3.75M0.2%N/A0.007%
8/19/2025Newbridge Financial Services Group Inc.57,922$3.03M0.5%+32.2%0.006%
8/19/2025Marex Group plc9,216$483K0.0%N/A0.001%
8/19/2025Advisory Services Network LLC142,244$7.45M0.1%+3.6%0.014%
8/19/2025Cim LLC4,720$247K0.0%-90.9%0.000%
8/19/2025Anchor Investment Management LLC15,128$792K0.1%+2.0%0.002%
8/19/2025Asset Dedication LLC1,143$60K0.0%+69.1%0.000%
8/18/2025Hudson Bay Capital Management LP900,000$47.13M0.2%-10.0%0.090%
8/18/2025Brick & Kyle Associates47,488$2.52M1.1%-3.5%0.005%
8/18/2025Finward Bancorp12,120$635K0.5%-9.0%0.001%
8/18/2025Tactive Advisors LLC12,275$643K0.2%N/A0.001%
8/18/2025N.E.W. Advisory Services LLC20,137$1.06M0.1%-1.2%0.002%
8/18/2025Geneos Wealth Management Inc.103,047$5.40M0.1%-13.8%0.010%
(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, 1,922 institutional investors and hedge funds held shares of Financial Select Sector SPDR Fund. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($11.97B), JPMorgan Chase & Co. ($5.99B), Goldman Sachs Group Inc. ($2.43B), LPL Financial LLC ($1.05B), Morgan Stanley ($1.04B), Envestnet Asset Management Inc. ($960.56M), and Raymond James Financial Inc. ($707.59M).Learn more on Financial Select Sector SPDR Fund's institutional investors.

What percentage of Financial Select Sector SPDR Fund's stock is owned by 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.

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

Of the 1,690 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. ($63.89M), Goldman Sachs Group Inc. ($46.62M), National Bank of Canada FI ($17.03M), 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 504,032,767 shares in the last 24 months. This purchase volume represents approximately $25.54B in transactions.

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

Of the 936 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. ($79.65M), Phoenix Financial Ltd. ($9.07M), Clal Insurance Enterprises Holdings Ltd ($8M), Migdal Insurance & Financial Holdings Ltd. ($5.83M), Envestnet Asset Management Inc. ($4.82M), TD Asset Management Inc ($4.70M), and National Bank of Canada FI ($3.66M).

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

Institutional investors have sold a total of 179,243,918 shares in the last 24 months. This volume of shares sold represents approximately $8.95B in transactions.


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This page (NYSEARCA:XLF) was last updated on 10/10/2025 by MarketBeat.com Staff
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