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Financial Select Sector SPDR Fund (XLF) Institutional Ownership

Financial Select Sector SPDR Fund logo
$56.56 +0.38 (+0.68%)
Closing price 04:10 PM Eastern
Extended Trading
$56.58 +0.02 (+0.04%)
As of 06:17 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
1341
Total
Institutional Inflows
(last 12 months)
$9.31B
Number of
Institutional Sellers
(last 12 months)
982
Total
Institutional Outflows
(last 12 months)
$7.60B
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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
7/10/2026 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%
7/10/2026 Clarus Wealth Advisors108,823$5.98M2.3%+9.5%0.011%
7/10/2026 City Holding Co.89,479$4.80M0.5%-0.9%0.009%
7/10/2026 Camelot Technology Advisors Inc.24,004$1.29M0.9%-38.5%0.002%
7/10/2026 Spinnaker Investment Group LLC8,333$447K0.1%+5.0%0.001%
7/10/2026 SMI Advisory Services LLC6,897$387K0.1%-76.9%0.001%
7/10/2026 Fulcrum Equity Management42,945$2.30M1.7%+51.7%0.004%
7/10/2026 KMG Fiduciary Partners LLC13,262$711K0.1%-2.9%0.001%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors58,394$3.13M0.3%+0.8%0.006%
7/10/2026 Constitution Capital LLC53,291$2.86M1.5%-3.2%0.006%
7/10/2026 Wealthcare Advisory Partners LLC27,343$1.47M0.0%-7.0%0.003%
7/10/2026 Paladin Wealth LLC40,415$2.17M1.3%+21.4%0.004%
7/10/2026 Warner Financial Inc.72,757$3.90M1.1%-2.2%0.008%
7/9/2026 Financial Management Professionals Inc.813$44K0.0%N/A0.000%
7/9/2026 Harrell Investment Partners LLC53,306$2.86M0.6%+0.8%0.006%
7/9/2026 Key Client Fiduciary Advisors LLC11,831$634K0.2%-2.9%0.001%
7/9/2026 Bay Rivers Group63,731$3.42M1.2%+16.0%0.007%
7/9/2026 Contravisory Investment Management Inc.25,652$1.38M0.2%-30.5%0.003%
7/9/2026 Sapient Capital LLC12,967$695K0.0%-4.4%0.001%
7/9/2026 AFG Fiduciary Services Limited Partnership13,092$728K0.6%+6.5%0.001%
7/9/2026 World Equity Group Inc.21,855$1.17M0.3%+2.9%0.002%
7/9/2026 Next Level Private LLC49,672$2.66M0.5%-1.3%0.005%
7/9/2026 Focus Financial Network Inc.88,357$4.74M0.1%-2.1%0.009%
7/9/2026 Pettinga Financial Advisors LLC12,695$681K0.1%+111.1%0.001%
7/9/2026 Vertrix Wealth Management LLC8,580$460K0.2%+20.7%0.001%
7/9/2026 Allied Private Wealth LLC3,149$173K0.1%N/A0.000%
7/9/2026 Herbst Group LLC53,312$2.86M1.6%-16.5%0.006%
7/9/2026 Whitaker Myers Wealth Managers LTD.31,629$1.70M0.3%-38.4%0.003%
7/9/2026 Tactive Advisors LLC8,350$448K0.1%-26.1%0.001%
7/9/2026 Sax Wealth Advisors LLC33,384$1.65M0.1%+67.5%0.003%
7/9/2026 Adamsbrown Wealth Consultants LLC5,654$303K0.1%+9.2%0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.33,174$1.78M0.1%+17.5%0.003%
7/9/2026 Pine Haven Investment Counsel Inc3,870$207K0.1%N/A0.000%
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7/9/2026 Breakwater Capital Group24,741$1.33M0.2%+4.0%0.003%
7/9/2026 Agate Pass Investment Management LLC8,590$460K0.2%+11.8%0.001%
7/9/2026 Valeo Financial Advisors LLC79,955$4.29M0.1%-2.7%0.008%
7/9/2026 Crumly & Associates Inc.38,491$2.06M0.4%-1.3%0.004%
7/9/2026 Flaharty Asset Management LLC47,506$2.65M3.8%-92.6%0.005%
7/8/2026 Gradient Investments LLC1,047,939$56.18M0.8%+14.5%0.109%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.6,833$366K0.1%+7.0%0.001%
7/8/2026 Beacon Investment Advisory Services Inc.6,748$362K0.0%+12.5%0.001%
7/8/2026 Chesley Taft & Associates LLC253,912$13.61M0.5%+0.2%0.026%
7/8/2026 AAFMAA Wealth Management & Trust LLC291,796$15.64M5.5%+5.8%0.030%
7/8/2026 First Heartland Consultants Inc.6,173$331K0.0%-6.8%0.001%
7/8/2026 Teamwork Financial Advisors LLC64,311$3.45M0.3%-17.6%0.007%
7/8/2026 OFS Enterprise LLC4,902$263K0.1%N/A0.001%
7/8/2026 FNY Investment Advisers LLC3,900$209K0.1%N/A0.000%
7/8/2026 Brave Asset Management Inc.10,374$556K0.1%-8.8%0.001%
7/8/2026 ACT Wealth Management LLC172,599$9.25M2.7%+5.3%0.018%
7/8/2026 Elmwood Wealth Management Inc.19,261$1.03M0.3%-4.5%0.002%
7/8/2026 Matthew Goff Investment Advisor LLC137,447$7.37M1.2%-0.5%0.014%
7/8/2026 Elevation Wealth Partners LLC2,289$123K0.0%+14.1%0.000%
7/8/2026 Apella Capital LLC3,614$203K0.0%+67.3%0.000%
7/8/2026 Clark Asset Management LLC7,385$396K0.0%+8.9%0.001%
7/8/2026 IMZ Advisory Inc551,026$29.54M9.4%+1.5%0.057%
7/7/2026 First Citizens Financial Corp22,487$1.21M0.5%-16.2%0.002%
7/7/2026 Mechanics Bank Trust Department103,193$5.53M0.7%-3.2%0.011%
7/7/2026 Madison Park Capital Advisors LLC69,225$3.71M2.0%-2.4%0.007%
7/7/2026 M.E. Allison & CO. Inc.22,015$1.18M0.7%+1.7%0.002%
7/7/2026 Balefire LLC5,631$302K0.0%+18.1%0.001%
7/7/2026 Dynamic Advisor Solutions LLC37,049$1.99M0.1%-35.7%0.004%
7/7/2026 Avior Wealth Management LLC55,012$2.95M0.1%+10.0%0.006%
7/7/2026 Arlington Trust Co LLC8,888$476K0.0%+132.4%0.001%
7/7/2026 Grove Bank & Trust1,852$99K0.0%-38.7%0.000%
7/7/2026 CoreCap Advisors LLC136,009$7.29M0.2%-48.1%0.014%
7/7/2026 City Center Advisors LLC30,748$1.65M1.3%+10.1%0.003%
7/7/2026 Moulton Wealth Management Inc.13,527$743K0.5%N/A0.001%
7/6/2026 Stonebridge Financial Group LLC537,284$28.80M2.2%N/A0.056%
7/6/2026 RDA Financial Network63,216$3.39M0.7%-3.4%0.007%
7/6/2026 Boltwood Capital Management45,562$2.44M0.6%+0.7%0.005%
7/6/2026 Trilogy 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%
6/22/2026 Sapient Capital LLC13,566$670K0.0%-23.6%0.001%
6/22/2026 Vilga 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%
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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%
6/1/2026 Financial 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%


XLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,116 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 173,843,901 shares in the last 24 months. This purchase volume represents approximately $9.31B in transactions.

Of the 975 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 143,059,690 shares in the last 24 months. This volume of shares sold represents approximately $7.60B in transactions.


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This page (NYSEARCA:XLF) was last updated on 7/15/2026 by MarketBeat.com Staff.
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