Financial Select Sector SPDR Fund (XLF) Institutional Ownership

$52.14 -0.05 (-0.10%)

As of 12:43 PM Eastern

Current Institutional Ownership Percentage: 72.51%
Number of Institutional Buyers (last 12 months): 1356
Total Institutional Inflows (last 12 months): $21.27B

Number of Institutional Sellers (last 12 months): 994
Total Institutional Outflows (last 12 months): $7.59B

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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
6/4/2026	Fischer Investment Strategies LLC	8,570	$423K	0.2%	-55.1%	0.001%
6/3/2026	Stillwater Private Wealth LLC	14,089	$695K	0.6%	N/A	0.001%
6/3/2026	DV Trading LLC	65,818	$3.25M	0.1%	N/A	0.007%
6/3/2026	Parallel Advisors LLC	41,589	$2.05M	0.0%	+4.6%	0.004%
6/3/2026	NewEdge Advisors LLC	492,279	$24.30M	0.1%	-19.7%	0.050%
6/2/2026	Optiver Holding B.V.	1,825,469	$90.12M	0.0%	+62.7%	0.185%
6/1/2026	Foguth Wealth Management LLC.	131,920	$6.80M	0.8%	-9.7%	0.013%
6/1/2026	Concorde Asset Management LLC	6,663	$329K	0.2%	+36.6%	0.001%
6/1/2026	Financial Solutions Advisory Group Inc.	4,671	$231K	0.0%	N/A	0.000%
6/1/2026	Keel Point LLC	6,995	$345K	0.0%	-95.3%	0.001%
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5/29/2026	Ipsen Advisor Group LLC	29,431	$1.45M	1.0%	+2.1%	0.003%
5/29/2026	Asset Dedication LLC	3,031	$150K	0.0%	-14.8%	0.000%
5/28/2026	Lavelle Capital LP	11,133	$550K	0.3%	N/A	0.001%
5/26/2026	Glenmede Trust Co. NA	64,456	$3.18M	0.0%	-5.9%	0.007%
5/26/2026	Axiom Investment Management LLC	17,295	$854K	0.7%	N/A	0.002%
5/22/2026	WNY Asset Management LLC	49,075	$2.42M	0.3%	N/A	0.005%
5/22/2026	Segall Bryant & Hamill LLC	14,274	$709K	0.0%	N/A	0.001%
5/22/2026	Wellington Grp LLC	1,970	$97K	0.0%	-18.4%	0.000%
5/22/2026	Verus Capital Partners LLC	9,055	$447K	0.0%	-31.0%	0.001%
5/21/2026	Raab & Moskowitz Asset Management LLC	8,919	$440K	0.1%	-18.7%	0.001%
5/21/2026	Vestor Capital LLC	6,549	$323K	0.0%	+272.3%	0.001%
5/21/2026	BankChampaign National Association	839	$41K	0.0%	N/A	0.000%
5/20/2026	SHUTTLEWORTH & Co	50,754	$2.51M	2.3%	+0.8%	0.005%
5/20/2026	January Capital Advisors LLC	18,457	$911K	1.2%	N/A	0.002%
5/20/2026	Arete Wealth Advisors LLC	15,077	$744K	0.0%	-36.6%	0.002%
5/20/2026	SOA Wealth Advisors LLC.	16,661	$823K	0.1%	-5.9%	0.002%
5/19/2026	Western Wealth Management LLC	167,271	$8.26M	0.3%	+19.3%	0.017%
5/19/2026	Royal Fund Management LLC	142,339	$7.03M	0.7%	-34.2%	0.014%
5/19/2026	NewEdge Advisors LLC	433,867	$21.42M	0.4%	-29.2%	0.044%
5/19/2026	Bank of America Corp DE	85,978,579	$4.24B	0.3%	+6.7%	8.718%
5/19/2026	Wilson & Boucher Capital Management LLC	17,725	$875K	0.6%	+2.9%	0.002%
5/19/2026	Edgestream Partners L.P.	35,256	$1.74M	0.1%	-58.1%	0.004%
5/19/2026	Chesapeake Wealth Management	62,843	$3.10M	1.0%	-5.9%	0.006%
5/19/2026	Janus Henderson Group PLC	677,070	$33.43M	0.0%	+43.0%	0.069%
5/19/2026	Centaurus Financial Inc.	63,041	$3.11M	0.1%	-51.8%	0.006%
5/19/2026	Strategic Investment Advisors MI	5,262	$260K	0.0%	N/A	0.001%
5/19/2026	Ashton Thomas Securities LLC	33,231	$1.64M	0.2%	-6.9%	0.003%
5/19/2026	Arkadios Wealth Advisors	183,032	$9.04M	0.1%	-16.8%	0.019%
5/19/2026	Arete Wealth Advisors LLC	15,077	$744K	0.1%	-36.6%	0.002%
5/18/2026	Sunbelt Securities Inc.	7,187	$355K	0.0%	-6.6%	0.001%
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5/18/2026	EverSource Wealth Advisors LLC	29,915	$1.48M	0.0%	-6.2%	0.003%
5/18/2026	Empowered Funds LLC	39,308	$1.94M	0.0%	+139.1%	0.004%
5/18/2026	Evercore Wealth Management LLC	71,496	$3.53M	0.1%	-2.3%	0.007%
5/16/2026	KCM Investment Advisors LLC	860,033	$42.46M	1.4%	+1.9%	0.087%
5/16/2026	Glen Eagle Advisors LLC	33,036	$1.63M	0.2%	-1.1%	0.003%
5/16/2026	Excelsior Advisor Network LLC	11,612	$573K	0.2%	+2.0%	0.001%
5/16/2026	Quantinno Capital Management LP	359,554	$17.75M	0.0%	-4.6%	0.036%
5/16/2026	SummitTX Capital L.P.	292,257	$14.43M	0.5%	N/A	0.030%
5/15/2026	Cardiff Park Advisors LLC	1,955	$97K	0.0%	N/A	0.000%
5/15/2026	Gateway Wealth Partners LLC	121,961	$6.02M	0.2%	+429.2%	0.012%
5/15/2026	Blue Chip Partners LLC	33,327	$1.65M	0.1%	+6.7%	0.003%
5/15/2026	Royal Capital Wealth Management LLC	8,600	$425K	0.3%	-7.5%	0.001%
5/15/2026	Ameraudi Asset Management Inc.	35,666	$1.76M	1.0%	-77.8%	0.004%
5/15/2026	Everest Financial Group LLC	191,681	$9.46M	1.6%	+23.7%	0.019%
5/15/2026	Windsor Advisory Group LLC	2,645	$131K	0.1%	-44.2%	0.000%
5/15/2026	Waverly Advisors LLC	151,211	$7.47M	0.1%	-19.4%	0.015%
5/15/2026	Asset Management Group Inc.	5,832	$288K	0.0%	-7.0%	0.001%
5/15/2026	Unisphere Establishment	2,500,000	$123.43M	1.0%	+92.3%	0.253%
5/15/2026	Vivaldi Capital Management LP	16,779	$828K	0.1%	-1.9%	0.002%
5/15/2026	Bridgewater Advisors Inc.	9,385	$479K	0.0%	+140.8%	0.001%
5/15/2026	Boreal Capital Management LLC	6,290	$311K	0.3%	N/A	0.001%
5/14/2026	Renaissance Technologies LLC	2,716,310	$134.10M	0.2%	+105.8%	0.275%
5/14/2026	Gamco Investors INC. ET AL	153,775	$7.59M	0.1%	-0.2%	0.016%
5/14/2026	Hilltop Holdings Inc.	59,841	$2.95M	0.3%	-46.2%	0.006%
5/14/2026	GC Wealth Management RIA LLC	16,153	$797K	0.0%	+72.7%	0.002%
5/14/2026	Compound Planning Inc.	21,495	$1.06M	0.0%	-50.5%	0.002%
5/14/2026	Modern Wealth Management LLC	20,538	$1.02M	0.0%	-52.2%	0.002%
5/14/2026	American Financial Advisors LLC	20,718	$1.02M	0.1%	-2.0%	0.002%
5/14/2026	MWA Asset Management	5,399	$267K	0.1%	+30.3%	0.001%
5/14/2026	Group One Trading LLC	50,622	$2.50M	0.0%	N/A	0.005%
5/14/2026	Davis R M Inc.	19,604	$968K	0.0%	-1.6%	0.002%
5/14/2026	Lido Advisors LLC	290,350	$14.34M	0.0%	-14.1%	0.029%
5/13/2026	Cetera Investment Advisers	2,652,727	$130.97M	0.1%	-9.7%	0.269%
5/13/2026	Wealthspire Retirement LLC	6,616	$327K	0.0%	-10.3%	0.001%
5/13/2026	Dynamic Wealth Strategies LLC	54,287	$2.68M	1.6%	+20.5%	0.006%
5/13/2026	Prestige Wealth Management Group LLC	116,291	$5.74M	1.1%	-54.5%	0.012%
5/13/2026	Levin Capital Strategies L.P.	9,000	$444K	0.0%	-10.0%	0.001%
5/13/2026	Measured Wealth Private Client Group LLC	98,780	$4.88M	1.3%	-9.5%	0.010%
5/13/2026	Signature Equity Partners LLC	8,586	$424K	0.2%	-63.2%	0.001%
5/13/2026	NewEdge Wealth LLC	55,805	$2.76M	0.0%	+15.6%	0.006%
5/13/2026	CI Investments Inc.	50,000	$2.47M	0.0%	N/A	0.005%
5/13/2026	First Trust Advisors LP	123,604	$6.10M	0.0%	-14.5%	0.013%
5/12/2026	Fortis Capital Management LLC	9,809	$484K	0.0%	+134.6%	0.001%
5/12/2026	Bellwether Advisors LLC	639,543	$31.57M	5.3%	+2,112.1%	0.065%
5/8/2026	PNC Financial Services Group Inc.	1,331,869	$65.75M	0.0%	+0.6%	0.135%
5/8/2026	Glenview Trust Co	26,721	$1.32M	0.0%	+8.6%	0.003%
5/8/2026	One Charles Private Wealth Services LLC	51,223	$2.53M	0.6%	-8.8%	0.005%
5/8/2026	Cassaday & Co Wealth Management LLC	16,605	$820K	0.0%	-1.8%	0.002%
5/8/2026	Rice Partnership LLC	2,400	$118K	0.0%	-27.3%	0.000%
5/8/2026	JMG Financial Group Ltd.	10,054	$496K	0.0%	+17.5%	0.001%
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5/8/2026	MWA Asset Management	5,399	$267K	0.1%	+30.3%	0.001%
5/7/2026	Florida Financial Advisors LLC	11,431	$564K	0.1%	-49.5%	0.001%
5/7/2026	Swan Global Investments LLC	571,025	$28.19M	0.9%	-23.0%	0.058%
5/7/2026	Earned Wealth Advisors LLC	50,606	$2.50M	0.2%	-10.1%	0.005%
5/7/2026	Balefire LLC	4,770	$235K	0.0%	+18.8%	0.000%
5/7/2026	Parallel Advisors LLC	41,589	$2.05M	0.0%	+4.6%	0.004%
5/7/2026	Ironwood Investment Counsel LLC	6,025	$298K	0.0%	+28.8%	0.001%
5/7/2026	Sentinel Trust Co. LBA	21,018	$1.04M	0.1%	-2.7%	0.002%
5/7/2026	Nelson Capital Management LLC	102,826	$5.08M	0.6%	+10.6%	0.010%
5/7/2026	Greenwood Gearhart LLC	509,542	$25.16M	1.4%	+10.0%	0.052%

XLF Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,117 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 1,890 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 402,405,275 shares in the last 24 months. This purchase volume represents approximately $21.27B in transactions.

Of the 994 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 143,057,196 shares in the last 24 months. This volume of shares sold represents approximately $7.59B in transactions.

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This page (NYSEARCA:XLF) was last updated on 6/5/2026 by MarketBeat.com Staff.

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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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