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Financial Select Sector SPDR Fund (XLF) Institutional Ownership

Financial Select Sector SPDR Fund logo
$57.25 0.00 (0.00%)
Closing price 09/11/2026 04:10 PM Eastern
Extended Trading
$57.22 -0.03 (-0.05%)
As of 09:11 AM 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)
1202
Total
Institutional Inflows
(last 12 months)
$7.79B
Number of
Institutional Sellers
(last 12 months)
815
Total
Institutional Outflows
(last 12 months)
$3.55B
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XLF Institutional Buying and Selling by Quarter

Financial Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Bouchey Financial Group Ltd.8,233$441K0.0%-7.9%0.001%
9/9/2026 Miramontes Capital LLC102,189$5.48M1.7%+5.4%0.010%
9/9/2026 Sequoia Financial Advisors LLC203,162$10.89M0.1%-11.9%0.020%
9/9/2026 Tidal Investments LLC262,566$14.08M0.0%+683.5%0.026%
9/9/2026 Archford Capital Strategies LLC100,927$5.41M0.5%-1.7%0.010%
9/9/2026 Lunt Capital Management Inc.9,245$496K0.2%N/A0.001%
9/9/2026 Plimoth Trust Co. LLC36,055$1.93M0.4%-4.6%0.004%
9/9/2026 Capital Analysts LLC9,007$483K0.0%+9.0%0.001%
9/9/2026 Capital Advantage Inc.397,734$21.32M2.6%-1.9%0.039%
9/9/2026 Concorde Asset Management LLC3,835$206K0.1%-42.4%0.000%
9/9/2026 NorthRock Partners LLC181,948$9.75M0.1%-21.0%0.018%
9/9/2026 Integrated Wealth Concepts LLC568,477$30.48M0.2%+2.4%0.056%
9/9/2026 Maven Securities LTD696,461$37.33M0.7%-5.9%0.069%
9/9/2026 RFG Advisory LLC193,160$10.36M0.2%+53.2%0.019%
9/9/2026 NewEdge Advisors LLC431,724$23.15M0.1%-12.3%0.043%
9/9/2026 Pointe Capital Management LLC5,072$272K0.1%-16.5%0.001%
9/9/2026 IFP Advisors Inc49,363$2.65M0.0%+21.1%0.005%
9/9/2026 Baird Financial Group Inc.283,419$15.19M0.0%-6.0%0.028%
9/9/2026 One Charles Private Wealth Services LLC49,814$2.67M0.6%-2.8%0.005%
9/8/2026 Allworth Financial LP86,744$4.65M0.0%-3.9%0.009%
9/8/2026 Waverly Advisors LLC202,990$10.88M0.1%+34.2%0.020%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group4,705$252K0.0%N/A0.000%
9/2/2026 Range Advisory LLC11,047$592K0.1%+6.5%0.001%
8/27/2026 Corient Private Wealth LP462,778$24.81M0.0%-41.8%0.046%
8/27/2026 Tucker Asset Management LLC5,368$288K0.1%+6.3%0.001%
8/26/2026 Brown Financial Advisors54,737$2.93M1.0%+11.1%0.005%
8/25/2026 January Capital Advisors LLC47,533$2.55M2.2%+157.5%0.005%
8/25/2026 Kirkwood Financial Services4,126$221K0.1%N/A0.000%
8/24/2026 Carlson Financial Inc.6,477$348K0.2%+5.4%0.001%
8/23/2026 Hyundai Investments Co. Ltd.10,907$586K0.6%+28.5%0.001%
8/23/2026 Ameritas Advisory Services LLC94,715$5.08M0.1%+89.2%0.009%
8/23/2026 Straight Path Wealth Management6,129$329K0.1%+34.0%0.001%
8/23/2026 Kintra Wealth LLC11,450$667K0.0%+4.1%0.001%
8/23/2026 Endeavor Private Wealth Inc.10,186$546K0.1%-11.9%0.001%
8/23/2026 HB Wealth Management LLC111,366$5.97M0.0%-3.6%0.011%
8/23/2026 Asset Allocation Strategies LLC75,993$4.07M0.6%+1.2%0.008%
8/23/2026 Angeles Wealth Management LLC20,968$1.12M0.0%+62.0%0.002%
8/23/2026 Kaydan Wealth Management Inc.11,445$614K0.2%+1.9%0.001%
8/22/2026 Advisory Solutions Group LLC50,727$2.72M0.9%N/A0.005%
8/22/2026 XP Advisory US Inc.5,832$313K0.2%N/A0.001%
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8/22/2026 NBH Bank4,097$220K0.1%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC15,645$839K0.3%N/A0.002%
8/22/2026 Markowski Investments1,279$69K0.0%N/A0.000%
8/22/2026 Montgomery Financial Services LLC485$26K0.0%N/A0.000%
8/22/2026 Highland Investment Advisors LLC1,734$93K0.0%N/A0.000%
8/22/2026 Outlook Capital Management LLC670$36K0.0%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC975$52K0.1%N/A0.000%
8/22/2026 Strive Financial Group LLC3,320$178K0.1%+58.4%0.000%
8/22/2026 Vertex Investment Solutions Co. Ltd.50,900$2.73M1.8%+62.1%0.005%
8/22/2026 Aventus Investment Advisors Inc.141,340$7.58M5.6%+13.3%0.014%
8/22/2026 Comprehensive Financial Planning Inc. PA11,154$598K0.3%-14.9%0.001%
8/22/2026 Legacy Wealth Managment LLC ID30,472$1.63M0.7%+60,844.0%0.003%
8/22/2026 Rik Saylor Financial Inc.29,816$1.60M1.0%-6.1%0.003%
8/22/2026 NWF Advisory Services Inc.30,126$1.62M0.2%-1.3%0.003%
8/22/2026 Sapient Capital LLC12,967$695K0.0%-4.4%0.001%
8/22/2026 Syon Capital LLC18,688$1.00M0.0%-39.0%0.002%
8/22/2026 TD Waterhouse Canada Inc.136,357$7.47M0.0%-8.7%0.013%
8/22/2026 Premier Path Wealth Partners LLC181,290$9.72M1.1%-7.6%0.018%
8/22/2026 United Community Bank7,708$413K0.1%+204.9%0.001%
8/22/2026 Lakeshore Financial Planning Inc.432,788$23.20M7.5%+0.2%0.043%
8/22/2026 Concurrent Investment Advisors LLC707,930$37.95M0.3%+18.3%0.070%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC4,104$220K0.0%-8.9%0.000%
8/21/2026 Strengthening Families & Communities LLC576$31K0.0%+96.6%0.000%
8/21/2026 Smallwood Wealth Investment Management LLC908$49K0.0%-17.2%0.000%
8/21/2026 Beacon Capital Management LLC5,050$271K0.0%-8.5%0.000%
8/21/2026 Continuum Advisory LLC9,940$533K0.0%+1.9%0.001%
8/21/2026 Safeguard Investment Advisory Group LLC5,697$305K0.1%-4.3%0.001%
8/21/2026 Orion Capital Management LLC5,239$281K0.1%+13.3%0.001%
8/21/2026 Round Rock Advisors LLC3,782$203K0.0%N/A0.000%
8/21/2026 InTrack Investment Management Inc5,747$308K0.2%-12.7%0.001%
8/21/2026 Coppell Advisory Solutions LLC4,964$267K0.1%N/A0.000%
8/21/2026 Lionsbridge Wealth Management LLC45,305$2.43M2.1%-4.8%0.004%
8/21/2026 KFA Private Wealth Group LLC13,278$712K0.2%-63.3%0.001%
8/21/2026 First Citizens Financial Corp22,487$1.21M0.5%-16.2%0.002%
8/21/2026 Clarus Wealth Advisors108,823$5.98M2.2%+9.5%0.011%
8/21/2026 Chesapeake Wealth Management65,197$3.50M1.0%+3.7%0.006%
8/21/2026 Acorn Wealth Advisors LLC5,559$298K0.1%-6.7%0.001%
8/20/2026 Nwam LLC47,303$2.54M0.1%+14.4%0.005%
8/20/2026 Cavalier Investments LLC25,195$1.35M0.1%+361.0%0.002%
8/20/2026 Clifford Swan Investment Counsel LLC4,008$215K0.0%N/A0.000%
8/20/2026 Rehmann Capital Advisory Group17,039$913K0.0%+45.5%0.002%
8/20/2026 Strategic Advisors LLC6,100$327K0.1%-22.4%0.001%
8/20/2026 BTG Pactual Asset Management US LLC10,288$552K0.0%+19.4%0.001%
8/20/2026 Rothschild Capital Partners LLC7,023$377K0.1%N/A0.001%
8/20/2026 Headlands Technologies LLC27,551$1.48M0.2%+367.8%0.003%
8/20/2026 Quantitative Investment Management LLC361,531$19.38M2.1%+73.6%0.036%
8/19/2026 Ferguson Wellman Capital Management Inc.130,050$6.97M0.1%+0.2%0.013%
8/15/2026 First Bancorp Inc ME 43,839$2.35M0.9%N/A0.004%
8/13/2026 Capital Square LLC4,506$251K0.1%N/A0.000%
8/12/2026 Compass Financial Management LLC49,793$2.71M0.3%N/A0.005%
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8/7/2026 Trust Co. of Vermont1,086$58K0.0%N/A0.000%
8/5/2026USA Financial Formulas4,501$222K0.0%-9.0%0.000%
7/10/2026 Accel Wealth Management37,174$1.99M0.4%-3.9%0.004%
7/10/2026 Butensky & Cohen Financial Security Inc.64,098$3.44M0.8%+4.1%0.007%
7/10/2026 Cabana LLC3,832$205K1.5%N/A0.000%
7/10/2026 JFS Wealth Advisors LLC55,509$2.98M0.1%+5.4%0.006%
7/10/2026 Kennicott Capital Management LLC61,941$3.32M1.5%-2.1%0.006%
7/10/2026 Nolet Wealth Management LLC15,274$819K0.5%+12.1%0.002%
7/10/2026 Fiduciary Financial Group LLC7,929$425K0.0%+9.7%0.001%
7/10/2026 Ocean Park Asset Management LLC41,485$2.22M0.1%N/A0.004%


XLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,099 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 1,864 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 144,783,130 shares in the last 24 months. This purchase volume represents approximately $7.79B in transactions.

Of the 815 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 65,825,805 shares in the last 24 months. This volume of shares sold represents approximately $3.55B in transactions.



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 9/9/2026. New 13F filings are added each quarter as they're published.
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