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Financial Select Sector SPDR Fund (XLF) Institutional Ownership

Financial Select Sector SPDR Fund logo
$53.85 +0.07 (+0.13%)
Closing price 04:10 PM Eastern
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$53.82 -0.03 (-0.06%)
As of 08:00 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)
1371
Total
Institutional Inflows
(last 12 months)
$25.51B
Number of
Institutional Sellers
(last 12 months)
940
Total
Institutional Outflows
(last 12 months)
$8.96B
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Cypress Capital Advisors LLC17,258$904K0.6%+1.6%0.002%
8/27/2025 Orion Porfolio Solutions LLC67,990$3.56M0.0%+5.7%0.007%
8/26/2025 Thrivent Financial for Lutherans1,270,505$66.54M0.1%+1,294.4%0.127%
8/25/2025 Silverlake Wealth Management LLC21,324$1.12M0.3%-34.2%0.002%
8/25/2025 Fulcrum Equity Management36,467$1.91M2.0%-20.7%0.004%
8/20/2025 Coppell Advisory Solutions LLC3,890$202K0.0%-7.5%0.000%
8/19/2025 B. Riley Wealth Advisors Inc.71,515$3.75M0.2%N/A0.007%
8/19/2025 Newbridge Financial Services Group Inc.57,922$3.03M0.5%+32.2%0.006%
8/19/2025 Marex Group plc9,216$483K0.0%N/A0.001%
8/19/2025 Advisory Services Network LLC142,244$7.45M0.1%+3.6%0.014%
8/19/2025 Cim LLC4,720$247K0.0%-90.9%0.000%
8/19/2025 Anchor Investment Management LLC15,128$792K0.1%+2.0%0.002%
8/19/2025 Asset Dedication LLC1,143$60K0.0%+69.1%0.000%
8/18/2025 Hudson Bay Capital Management LP900,000$47.13M0.2%-10.0%0.090%
8/18/2025 Brick & Kyle Associates47,488$2.52M1.1%-3.5%0.005%
8/18/2025 Finward Bancorp12,120$635K0.5%-9.0%0.001%
8/18/2025 Tactive Advisors LLC12,275$643K0.2%N/A0.001%
8/18/2025 N.E.W. Advisory Services LLC20,137$1.06M0.1%-1.2%0.002%
8/18/2025 Geneos Wealth Management Inc.103,047$5.40M0.1%-13.8%0.010%
8/18/2025 Hollencrest Capital Management2,139$112K0.0%+35.1%0.000%
8/18/2025 Wellington Capital Management Inc.14,799$775K1.1%N/A0.001%
8/18/2025 Second Line Capital LLC6,222$326K0.1%-3.1%0.001%
8/18/2025 1248 Management LLC100,604$5.27M1.9%+33.3%0.010%
8/18/2025 National Bank of Canada FI2,832,890$148.35M0.1%+20.9%0.283%
8/18/2025 Goodman Advisory Group LLC10,285$539K0.2%N/A0.001%
8/16/2025 Evergreen Capital Management LLC22,231$1.16M0.0%-1.9%0.002%
8/15/2025 High Falls Advisors Inc7,307$383K0.1%-3.1%0.001%
8/15/2025 Nikulski Financial Inc.5,815$305K0.1%+27.5%0.001%
8/15/2025 Tower Research Capital LLC TRC 86,156$4.51M0.1%+3,693.7%0.009%
8/15/2025 Duquesne Family Office LLC985,300$51.60M1.3%N/A0.098%
8/15/2025 Global View Capital Management LLC4,143$217K0.1%-93.7%0.000%
8/15/2025 Asset Allocation Strategies LLC124,112$6.50M1.2%-0.8%0.012%
8/15/2025 Resources Management Corp CT ADV4,433$232K0.0%-5.6%0.000%
8/15/2025 Ramsey Quantitative Systems4,000$209K0.2%N/A0.000%
8/15/2025 Rakuten Securities Inc.1,528$80K0.0%-48.5%0.000%
8/15/2025 Corient Private Wealth LLC871,747$45.65M0.1%+147.0%0.087%
8/15/2025 Equitable Holdings Inc.580,693$30.41M0.3%-0.5%0.058%
8/15/2025 Florida Financial Advisors LLC25,774$1.35M0.4%+12.9%0.003%
8/15/2025 Captrust Financial Advisors1,484,067$77.72M0.2%+2.1%0.148%
8/15/2025 Blue Chip Partners LLC30,637$1.60M0.1%-8.1%0.003%
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8/15/2025 Keel Point LLC202,150$10.59M0.7%-0.1%0.020%
8/15/2025 Zuckerman Investment Group LLC171,795$9.00M0.9%+0.1%0.017%
8/15/2025 Manhattan West Asset Management LLC12,364$648K0.1%-19.1%0.001%
8/15/2025 Cooksen Wealth LLC99,279$5.20M4.2%+9.1%0.010%
8/15/2025 Lantern Wealth Advisors LLC4,095$214K0.1%N/A0.000%
8/15/2025 Visionary Wealth Advisors59,811$3.13M0.2%-32.7%0.006%
8/15/2025 Voya Financial Advisors Inc.7,179$373K0.0%+8.7%0.001%
8/15/2025 Two Sigma Securities LLC68,972$3.61M0.4%+10.9%0.007%
8/15/2025 Talisman Wealth Advisors LLC11,367$595K0.5%-9.0%0.001%
8/15/2025 Tidal Investments LLC90,097$4.72M0.0%+283.6%0.009%
8/15/2025 Sherman Asset Management Inc.15,355$804K0.7%+72.5%0.002%
8/15/2025 Snowden Capital Advisors LLC188,189$9.86M0.3%+1.1%0.019%
8/15/2025 Redwood Financial Network Corp47,964$2.51M1.7%-0.8%0.005%
8/15/2025 Riggs Asset Managment Co. Inc.93,815$4.91M1.2%+3.2%0.009%
8/15/2025 Oxford Financial Group LTD. LLC8,868$464K0.0%-12.9%0.001%
8/15/2025 Orion Porfolio Solutions LLC134,509$7.04M0.0%+109.1%0.013%
8/15/2025 MML Investors Services LLC3,177,670$166.42M0.5%-3.4%0.317%
8/15/2025 Monetary Management Group Inc.35,425$1.86M0.5%+0.6%0.004%
8/15/2025 Man Group plc66,208$3.47M0.0%-432.7%0.007%
8/15/2025 McIlrath & Eck LLC2,829$148K0.0%+29.6%0.000%
8/15/2025 Modern Wealth Management LLC20,051$1.05M0.0%+6.8%0.002%
8/15/2025 LM Advisors LLC33,933$1.78M0.2%-3.4%0.003%
8/15/2025 LMR Partners LLP2,534$133K0.0%-100.3%0.000%
8/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.88,384$4.63M0.8%-10.3%0.009%
8/15/2025 Hudson Bay Capital Management LP900,000$47.13M0.2%-10.0%0.090%
8/15/2025 III Capital Management8,000$419K0.1%N/A0.001%
8/15/2025 Great Valley Advisor Group Inc.86,743$4.54M0.1%-7.4%0.009%
8/15/2025 Group One Trading LLC2,042$107K0.0%N/A0.000%
8/15/2025 Gallagher Fiduciary Advisors LLC35,296$1.85M0.0%+0.9%0.004%
8/15/2025 Garden State Investment Advisory Services LLC43,401$2.27M0.6%+14.7%0.004%
8/15/2025 EHP Funds Inc.93,400$4.89M1.7%-37.6%0.009%
8/15/2025 EP Wealth Advisors LLC460,217$24.10M0.2%+71.2%0.046%
8/15/2025 Curi Capital LLC29,156$1.53M0.0%+27.7%0.003%
8/15/2025 Benjamin Edwards Inc.178,161$9.33M0.1%-12.3%0.018%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp1,556,964$81.54M0.5%+12.7%0.155%
8/15/2025 BTG Pactual Asset Management US LLC215,637$11.29M1.2%-3.8%0.022%
8/15/2025 Byrne Financial Freedom LLC20,657$1.08M0.5%-2.0%0.002%
8/15/2025 Adage Capital Partners GP L.L.C.29,000$1.52M0.0%N/A0.003%
8/15/2025 AQR Capital Management LLC65,506$3.43M0.0%+61.6%0.007%
8/15/2025 Ameriprise Financial Inc.11,561,737$605.46M0.1%-0.9%1.154%
8/15/2025 Abbot Financial Management Inc.77,240$4.05M1.9%-0.9%0.008%
8/14/2025 MGB Wealth Management LLC12,619$659K0.2%+6.2%0.001%
8/14/2025 Paloma Partners Management Co70,038$3.67M0.5%N/A0.007%
8/14/2025 Jupiter Wealth Management LLC5,000$264K0.2%N/A0.000%
8/14/2025 Ausdal Financial Partners Inc.67,595$3.54M0.2%+6.3%0.007%
8/14/2025 Raymond James Financial Inc.13,511,420$707.59M0.2%-15.7%1.349%
8/14/2025 Darwin Wealth Management LLC79,466$4.16M1.4%N/A0.008%
8/14/2025 Transamerica Financial Advisors LLC113,302$5.93M0.6%-0.7%0.011%
8/14/2025 Chicago Wealth Management Inc.200,288$10.49M5.0%+0.7%0.020%
8/14/2025 Banco BTG Pactual S.A.130,000$6.81M1.4%-35.0%0.013%
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8/14/2025 Peak Asset Management LLC3,941$206K0.0%N/A0.000%
8/14/2025 Betterment LLC9,036$473K0.0%-13.7%0.001%
8/14/2025 Karpus Management Inc.398,598$20.88M0.7%+6.5%0.040%
8/14/2025 Quantinno Capital Management LP254,283$13.32M0.1%+14.0%0.025%
8/14/2025 Diversify Advisory Services LLC42,105$2.21M0.1%+17.3%0.004%
8/14/2025 Peapack Gladstone Financial Corp568,170$29.76M0.4%-1.3%0.057%
8/14/2025 Vivaldi Capital Management LP18,184$952K0.1%-2.5%0.002%
8/14/2025 HUB Investment Partners LLC8,629$452K0.0%N/A0.001%
8/14/2025 Main Street Financial Solutions LLC6,423$336K0.0%-4.0%0.001%
8/14/2025 Glenview Trust co17,723$928K0.0%-2.8%0.002%
(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, 1,914 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 1,680 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 503,550,941 shares in the last 24 months. This purchase volume represents approximately $25.51B in transactions.

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

Of the 940 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 179,480,539 shares in the last 24 months. This volume of shares sold represents approximately $8.96B in transactions.


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This page (NYSEARCA:XLF) was last updated on 8/28/2025 by MarketBeat.com Staff
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