Financial Select Sector SPDR Fund (XLF) Institutional Ownership

$58.22 +0.74 (+1.29%)

Closing price 08/24/2026 04:10 PM Eastern

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$58.28 +0.06 (+0.10%)

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Current Institutional Ownership Percentage: 72.51%
Number of Institutional Buyers (last 12 months): 1199
Total Institutional Inflows (last 12 months): $7.85B

Number of Institutional Sellers (last 12 months): 813
Total Institutional Outflows (last 12 months): $3.52B

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/24/2026	Carlson Financial Inc.	6,477	$348K	0.2%	+5.4%	0.001%
8/23/2026	Hyundai Investments Co. Ltd.	10,907	$586K	0.6%	+28.5%	0.001%
8/23/2026	Ameritas Advisory Services LLC	94,715	$5.08M	0.1%	+89.2%	0.009%
8/23/2026	Straight Path Wealth Management	6,129	$329K	0.1%	+34.0%	0.001%
8/23/2026	Kintra Wealth LLC	11,450	$667K	0.0%	+4.1%	0.001%
8/23/2026	Endeavor Private Wealth Inc.	10,186	$546K	0.1%	-11.9%	0.001%
8/23/2026	HB Wealth Management LLC	111,366	$5.97M	0.0%	-3.6%	0.011%
8/23/2026	Asset Allocation Strategies LLC	75,993	$4.07M	0.6%	+1.2%	0.008%
8/23/2026	Angeles Wealth Management LLC	20,968	$1.12M	0.0%	+62.0%	0.002%
8/23/2026	Kaydan Wealth Management Inc.	11,445	$614K	0.2%	+1.9%	0.001%
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8/22/2026	Advisory Solutions Group LLC	50,727	$2.72M	0.9%	N/A	0.005%
8/22/2026	XP Advisory US Inc.	5,832	$313K	0.2%	N/A	0.001%
8/22/2026	NBH Bank	4,097	$220K	0.1%	N/A	0.000%
8/22/2026	Maloon Powers Pitre Higgins & Dennehy LLC	15,645	$839K	0.3%	N/A	0.002%
8/22/2026	Markowski Investments	1,279	$69K	0.0%	N/A	0.000%
8/22/2026	Montgomery Financial Services LLC	485	$26K	0.0%	N/A	0.000%
8/22/2026	Highland Investment Advisors LLC	1,734	$93K	0.0%	N/A	0.000%
8/22/2026	Outlook Capital Management LLC	670	$36K	0.0%	N/A	0.000%
8/22/2026	Timbuktu Capital Management LLC	975	$52K	0.1%	N/A	0.000%
8/22/2026	Strive Financial Group LLC	3,320	$178K	0.1%	+58.4%	0.000%
8/22/2026	Vertex Investment Solutions Co. Ltd.	50,900	$2.73M	1.8%	+62.1%	0.005%
8/22/2026	Aventus Investment Advisors Inc.	141,340	$7.58M	5.6%	+13.3%	0.014%
8/22/2026	Comprehensive Financial Planning Inc. PA	11,154	$598K	0.3%	-14.9%	0.001%
8/22/2026	Legacy Wealth Managment LLC ID	30,472	$1.63M	0.7%	+60,844.0%	0.003%
8/22/2026	Rik Saylor Financial Inc.	29,816	$1.60M	1.0%	-6.1%	0.003%
8/22/2026	NWF Advisory Services Inc.	30,126	$1.62M	0.2%	-1.3%	0.003%
8/22/2026	Sapient Capital LLC	12,967	$695K	0.0%	-4.4%	0.001%
8/22/2026	Syon Capital LLC	18,688	$1.00M	0.0%	-39.0%	0.002%
8/22/2026	TD Waterhouse Canada Inc.	136,357	$7.47M	0.0%	-8.7%	0.013%
8/22/2026	Premier Path Wealth Partners LLC	181,290	$9.72M	1.1%	-7.6%	0.018%
8/22/2026	United Community Bank	7,708	$413K	0.1%	+204.9%	0.001%
8/22/2026	Lakeshore Financial Planning Inc.	432,788	$23.20M	7.5%	+0.2%	0.043%
8/22/2026	Concurrent Investment Advisors LLC	707,930	$37.95M	0.3%	+18.3%	0.070%
8/22/2026	Allen Mooney & Barnes Investment Advisors LLC	4,104	$220K	0.0%	-8.9%	0.000%
8/21/2026	Strengthening Families & Communities LLC	576	$31K	0.0%	+96.6%	0.000%
8/21/2026	Smallwood Wealth Investment Management LLC	908	$49K	0.0%	-17.2%	0.000%
8/21/2026	Beacon Capital Management LLC	5,050	$271K	0.0%	-8.5%	0.000%
8/21/2026	Continuum Advisory LLC	9,940	$533K	0.0%	+1.9%	0.001%
8/21/2026	Safeguard Investment Advisory Group LLC	5,697	$305K	0.1%	-4.3%	0.001%
8/21/2026	Orion Capital Management LLC	5,239	$281K	0.1%	+13.3%	0.001%
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8/21/2026	Round Rock Advisors LLC	3,782	$203K	0.0%	N/A	0.000%
8/21/2026	InTrack Investment Management Inc	5,747	$308K	0.2%	-12.7%	0.001%
8/21/2026	Coppell Advisory Solutions LLC	4,964	$267K	0.1%	N/A	0.000%
8/21/2026	Lionsbridge Wealth Management LLC	45,305	$2.43M	2.1%	-4.8%	0.004%
8/21/2026	KFA Private Wealth Group LLC	13,278	$712K	0.2%	-63.3%	0.001%
8/21/2026	First Citizens Financial Corp	22,487	$1.21M	0.5%	-16.2%	0.002%
8/21/2026	Clarus Wealth Advisors	108,823	$5.98M	2.2%	+9.5%	0.011%
8/21/2026	Chesapeake Wealth Management	65,197	$3.50M	1.0%	+3.7%	0.006%
8/21/2026	Acorn Wealth Advisors LLC	5,559	$298K	0.1%	-6.7%	0.001%
8/20/2026	Nwam LLC	47,303	$2.54M	0.1%	+14.4%	0.005%
8/20/2026	Cavalier Investments LLC	25,195	$1.35M	0.1%	+361.0%	0.002%
8/20/2026	Clifford Swan Investment Counsel LLC	4,008	$215K	0.0%	N/A	0.000%
8/20/2026	Rehmann Capital Advisory Group	17,039	$913K	0.0%	+45.5%	0.002%
8/20/2026	Strategic Advisors LLC	6,100	$327K	0.1%	-22.4%	0.001%
8/20/2026	BTG Pactual Asset Management US LLC	10,288	$552K	0.0%	+19.4%	0.001%
8/20/2026	Rothschild Capital Partners LLC	7,023	$377K	0.1%	N/A	0.001%
8/20/2026	Headlands Technologies LLC	27,551	$1.48M	0.2%	+367.8%	0.003%
8/20/2026	Quantitative Investment Management LLC	361,531	$19.38M	2.1%	+73.6%	0.036%
8/19/2026	Ferguson Wellman Capital Management Inc.	130,050	$6.97M	0.1%	+0.2%	0.013%
8/15/2026	First Bancorp Inc ME	43,839	$2.35M	0.9%	N/A	0.004%
8/13/2026	Capital Square LLC	4,506	$251K	0.1%	N/A	0.000%
8/12/2026	Compass Financial Management LLC	49,793	$2.71M	0.3%	N/A	0.005%
8/7/2026	Trust Co. of Vermont	1,086	$58K	0.0%	N/A	0.000%
8/5/2026	USA Financial Formulas	4,501	$222K	0.0%	-9.0%	0.000%
7/10/2026	Accel Wealth Management	37,174	$1.99M	0.4%	-3.9%	0.004%
7/10/2026	Butensky & Cohen Financial Security Inc.	64,098	$3.44M	0.8%	+4.1%	0.007%
7/10/2026	Cabana LLC	3,832	$205K	1.5%	N/A	0.000%
7/10/2026	JFS Wealth Advisors LLC	55,509	$2.98M	0.1%	+5.4%	0.006%
7/10/2026	Kennicott Capital Management LLC	61,941	$3.32M	1.5%	-2.1%	0.006%
7/10/2026	Nolet Wealth Management LLC	15,274	$819K	0.5%	+12.1%	0.002%
7/10/2026	Fiduciary Financial Group LLC	7,929	$425K	0.0%	+9.7%	0.001%
7/10/2026	Ocean Park Asset Management LLC	41,485	$2.22M	0.1%	N/A	0.004%
7/10/2026	Clarus Wealth Advisors	108,823	$5.98M	2.3%	+9.5%	0.011%
7/10/2026	City Holding Co.	89,479	$4.80M	0.5%	-0.9%	0.009%
7/10/2026	Camelot Technology Advisors Inc.	24,004	$1.29M	0.9%	-38.5%	0.002%
7/10/2026	Spinnaker Investment Group LLC	8,333	$447K	0.1%	+5.0%	0.001%
7/10/2026	SMI Advisory Services LLC	6,897	$387K	0.1%	-76.9%	0.001%
7/10/2026	Fulcrum Equity Management	42,945	$2.30M	1.7%	+51.7%	0.004%
7/10/2026	KMG Fiduciary Partners LLC	13,262	$711K	0.1%	-2.9%	0.001%
7/10/2026	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	58,394	$3.13M	0.3%	+0.8%	0.006%
7/10/2026	Constitution Capital LLC	53,291	$2.86M	1.5%	-3.2%	0.006%
7/10/2026	Wealthcare Advisory Partners LLC	27,343	$1.47M	0.0%	-7.0%	0.003%
7/10/2026	Paladin Wealth LLC	40,415	$2.17M	1.3%	+21.4%	0.004%
7/10/2026	Warner Financial Inc.	72,757	$3.90M	1.1%	-2.2%	0.008%
7/9/2026	Financial Management Professionals Inc.	813	$44K	0.0%	N/A	0.000%
7/9/2026	Harrell Investment Partners LLC	53,306	$2.86M	0.6%	+0.8%	0.006%
7/9/2026	Key Client Fiduciary Advisors LLC	11,831	$634K	0.2%	-2.9%	0.001%
7/9/2026	Bay Rivers Group	63,731	$3.42M	1.2%	+16.0%	0.007%
7/9/2026	Contravisory Investment Management Inc.	25,652	$1.38M	0.2%	-30.5%	0.003%
7/9/2026	Sapient Capital LLC	12,967	$695K	0.0%	-4.4%	0.001%
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7/9/2026	AFG Fiduciary Services Limited Partnership	13,092	$728K	0.6%	+6.5%	0.001%
7/9/2026	World Equity Group Inc.	21,855	$1.17M	0.3%	+2.9%	0.002%
7/9/2026	Next Level Private LLC	49,672	$2.66M	0.5%	-1.3%	0.005%
7/9/2026	Focus Financial Network Inc.	88,357	$4.74M	0.1%	-2.1%	0.009%
7/9/2026	Pettinga Financial Advisors LLC	12,695	$681K	0.1%	+111.1%	0.001%
7/9/2026	Vertrix Wealth Management LLC	8,580	$460K	0.2%	+20.7%	0.001%
7/9/2026	Allied Private Wealth LLC	3,149	$173K	0.1%	N/A	0.000%
7/9/2026	Herbst Group LLC	53,312	$2.86M	1.6%	-16.5%	0.005%
7/9/2026	Whitaker Myers Wealth Managers LTD.	31,629	$1.70M	0.3%	-38.4%	0.003%
7/9/2026	Tactive Advisors LLC	8,350	$448K	0.1%	-26.1%	0.001%

XLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,092 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 1,861 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 146,031,984 shares in the last 24 months. This purchase volume represents approximately $7.85B in transactions.

Of the 811 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 65,307,278 shares in the last 24 months. This volume of shares sold represents approximately $3.52B in transactions.

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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 8/24/2026. New 13F filings are added each quarter as they're published.

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Financial Select Sector SPDR Fund (XLF) Institutional Ownership

XLF Institutional Buying and Selling by Quarter

Financial Select Sector SPDR Fund Major Shareholders & Ownership History

XLF Institutional Ownership - Frequently Asked Questions

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Financial Select Sector SPDR Fund (XLF) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Financial Select Sector SPDR Fund (NYSEARCA:XLF)

XLF Institutional Buying and Selling by Quarter

Financial Select Sector SPDR Fund Major Shareholders & Ownership History

XLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLF shares?

What percentage of Financial Select Sector SPDR Fund's stock is owned by institutional investors?

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

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

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

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

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