Financial Select Sector SPDR Fund (XLF) Institutional Ownership

$40.91
-0.21 (-0.51%)
(As of 01:46 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
867
Total
Institutional Inflows
(last 12 months)
$8.36B
Number of
Institutional Sellers
(last 12 months)
767
Total
Institutional Outflows
(last 12 months)
$4.92B
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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
4/25/2024Cambridge Investment Research Advisors Inc.1,075,100$45.28M0.2%+9.7%0.116%
4/24/2024Krilogy Financial LLC376,087$15.84M1.2%+1.9%0.041%
4/24/2024PSI Advisors LLC23,273$980K0.4%-8.5%0.003%
4/24/2024Patton Albertson Miller Group LLC83,969$3.54M0.5%-1.5%0.009%
4/24/2024Win Advisors Inc.70,872$2.99M1.3%+55.5%0.008%
4/24/2024CENTRAL TRUST Co116,466$4.91M0.1%-1.3%0.013%
4/24/2024Activest Wealth Management41,054$1.73M0.8%+15.3%0.004%
4/24/2024Newbridge Financial Services Group Inc.26,103$1.10M0.5%+20.2%0.003%
4/24/2024Fulcrum Equity Management19,921$839K1.0%+30.4%0.002%
4/24/2024Blue Bell Private Wealth Management LLC3,136$132K0.0%-42.1%0.000%
4/24/2024Premier Path Wealth Partners LLC231,172$9.73M1.8%+18.1%0.025%
4/24/2024Zullo Investment Group Inc.104,738$4.41M2.1%+0.9%0.011%
4/24/2024Round Rock Advisors LLC5,621$237K0.1%N/A0.001%
4/24/2024Paragon Financial Partners Inc.71,460$3.01M2.5%+3.8%0.008%
4/24/2024Dakota Wealth Management731,872$30.83M0.8%+71.2%0.079%
4/24/2024Simplicity Wealth LLC53,830$2.27M0.1%N/A0.006%
4/24/2024NBT Bank N A NY30,303$1.28M0.1%-5.8%0.003%
4/24/2024Avitas Wealth Management LLC58,336$2.46M0.4%-1.8%0.006%
4/24/2024Spire Wealth Management855,907$36.05M1.5%+0.6%0.093%
4/24/2024Financial Freedom LLC79,148$3.33M2.0%+6.5%0.009%
4/24/2024Essex Financial Services Inc.31,080$1.31M0.1%+9.4%0.003%
4/24/2024H&H Retirement Design & Management INC28,963$1.18M0.8%-11.8%0.003%
4/24/2024Bar Harbor Wealth Management427,890$18.02M1.2%+1.0%0.046%
4/23/2024 Wetzel Investment Advisors Inc.7,208$287K0.2%-3.8%0.001%
4/23/2024 Bell Bank32,163$1.36M0.1%-93.0%0.003%
4/23/2024 Lunt Capital Management Inc.15,650$659K0.3%-7.1%0.002%
4/23/2024 BSW Wealth Partners5,916$249K0.0%-17.6%0.001%
4/23/2024 Bfsg LLC76,487$3.22M0.4%+11.7%0.008%
4/23/2024 Global Retirement Partners LLC82,642$3.48M0.1%+2.1%0.009%
4/23/2024 Wealth Advisory Solutions LLC11,932$503K0.1%-14.3%0.001%
4/23/2024 United Asset Strategies Inc.172,438$7.26M0.7%-32.5%0.019%
4/23/2024 Venturi Wealth Management LLC115,502$4.87M0.3%+63.8%0.012%
4/23/2024 Birinyi Associates Inc.46,160$1.94M0.6%N/A0.005%
4/23/2024 Nations Financial Group Inc. IA ADV37,076$1.56M0.1%-0.8%0.004%
4/23/2024 Gradient Investments LLC8,130$342K0.0%+5.5%0.001%
4/23/2024 Fifth Third Bancorp641,368$27.01M0.1%-14.0%0.069%
4/23/2024 Warner Financial Inc.69,095$2.91M1.5%-0.4%0.007%
4/23/2024 Accurate Wealth Management LLC150,291$6.07M1.7%+2.5%0.016%
4/23/2024 Wealth Effects LLC8,771$369K0.1%-20.4%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.2,786,451$117.37M0.2%+5.1%0.301%
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4/23/2024 Sapient Capital LLC5,294$223K0.0%-21.3%0.001%
4/22/2024 Strategic Financial Concepts LLC13,743$579K0.1%N/A0.001%
4/22/2024 Byrne Asset Management LLC3,376$142K0.1%+13.6%0.000%
4/22/2024 Rovin Capital UT ADV47,867$2.02M0.8%+10.4%0.005%
4/22/2024 Kessler Investment Group LLC32,846$1.38M0.9%-8.4%0.004%
4/22/2024 American Financial Advisors LLC21,588$909K0.1%-4.9%0.002%
4/22/2024 PFG Investments LLC26,071$1.10M0.1%+90.7%0.003%
4/22/2024 Parsons Capital Management Inc. RI7,337$309K0.0%+33.8%0.001%
4/22/2024 Accordant Advisory Group Inc4,382$185K0.1%N/A0.000%
4/22/2024 Westbourne Investment Advisors Inc.21,599$910K0.3%+2.6%0.002%
4/22/2024 Aurora Private Wealth Inc.8,998$377K0.3%+3.1%0.001%
4/22/2024 Investors Asset Management of Georgia Inc. GA ADV83,986$3.54M1.7%-1.8%0.009%
4/22/2024 Strategies Wealth Advisors LLC7,183$303K0.0%+7.0%0.001%
4/22/2024 Edge Financial Advisors LLC15,707$662K0.6%N/A0.002%
4/22/2024Ashton Thomas Private Wealth LLC251,274$10.58M0.6%+8.6%0.027%
4/22/2024 American Institute for Advanced Investment Management LLP14,755$621K0.5%+3.4%0.002%
4/22/2024 Strategic Advisors LLC41,889$1.76M0.3%-3.0%0.005%
4/20/2024 KWB Wealth10,695$450K0.1%+2.5%0.001%
4/19/2024 GenTrust LLC61,802$2.60M0.2%+7.9%0.007%
4/19/2024 Teamwork Financial Advisors LLC20,691$871K0.1%+32.8%0.002%
4/19/2024 Accel Wealth Management29,366$1.24M0.5%+42.8%0.003%
4/19/2024 Wealthstar Advisors LLC12,276$525K0.2%+3.8%0.001%
4/19/2024 Cornerstone Wealth Management LLC67,517$2.84M0.2%+3.8%0.007%
4/19/2024 Advisor Resource Council40,194$1.69M0.7%-85.0%0.004%
4/19/2024 Massachusetts Wealth Management55,216$2.33M1.6%+9.3%0.006%
4/19/2024 Dupree Financial Group LLC8,976$378K0.2%-5.5%0.001%
4/19/2024 Pachira Investments Inc.6,943$292K0.2%N/A0.001%
4/19/2024 Arcus Capital Partners LLC5,557$234K0.1%-29.5%0.001%
4/19/2024 Lake Street Private Wealth LLC13,220$557K0.1%+22.6%0.001%
4/19/2024 E&G Advisors LP36,762$1.55M0.5%-6.0%0.004%
4/19/2024 BluePath Capital Management LLC4,752$200K0.2%N/A0.001%
4/19/2024 Valeo Financial Advisors LLC61,771$2.60M0.0%+2.6%0.007%
4/19/2024 Evolution Wealth Advisors LLC503,404$21.20M4.1%+18.7%0.054%
4/19/2024 Tradewinds Capital Management LLC706,060$29.74M8.2%N/A0.076%
4/19/2024 Kiley Juergens Wealth Management LLC13,821$582K0.2%-4.6%0.001%
4/18/2024 Plimoth Trust Co. LLC35,766$1.51M0.4%-3.5%0.004%
4/18/2024 SeaCrest Wealth Management LLC28,212$1.19M0.1%+13.0%0.003%
4/18/2024 Oxinas Partners Wealth Management LLC37,695$1.59M1.0%+8.4%0.004%
4/18/2024 Myecfo LLC5,055$213K0.1%-22.9%0.001%
4/18/2024 Measured Wealth Private Client Group LLC5,764$243K0.1%N/A0.001%
4/18/2024 Quattro Financial Advisors LLC50,206$2.12M0.6%+132,021.1%0.005%
4/18/2024 MV Capital Management Inc.18,982$800K0.1%-2.1%0.002%
4/18/2024 Narus Financial Partners LLC38,573$1.63M0.7%+6.3%0.004%
4/18/2024 tru Independence LLC10,567$445K0.1%-4.5%0.001%
4/18/2024 Panoramic Investment Advisors LLC6,161$260K0.2%+14.0%0.001%
4/18/2024 Allspring Global Investments Holdings LLC139,811$5.89M0.0%-12.4%0.015%
4/18/2024 Eagle Capital Management LLC21,416$902K0.4%-7.7%0.002%
4/18/2024 Colton Groome Financial Advisors LLC48,695$2.05M0.8%+6.9%0.005%
4/18/2024 Steele Capital Management Inc.17,569$740K0.0%+2.9%0.002%
4/18/2024 WESPAC Advisors SoCal LLC30,417$1.28M0.3%+8.4%0.003%
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4/18/2024 Congress Wealth Management LLC DE 2,880,327$121.32M2.1%+39.1%0.311%
4/18/2024 Hexagon Capital Partners LLC11,321$477K0.1%-2.8%0.001%
4/18/2024 Park Place Capital Corp2,578$109K0.0%-14.8%0.000%
4/18/2024 O ROURKE & COMPANY Inc14,463$609K0.4%+26.2%0.002%
4/18/2024 Claro Advisors LLC15,176$639K0.1%+23.3%0.002%
4/18/2024 Fifth Third Securities Inc.375,888$15.83M1.5%+3.8%0.041%
4/18/2024 Aviance Capital Partners LLC5,020$211K0.0%-5.6%0.001%
4/18/2024 Successful Portfolios LLC32,103$1.35M0.9%-1.0%0.003%
4/18/2024 SteelPeak Wealth LLC50,315$2.12M0.1%-0.9%0.005%
4/18/2024 Financial Partners Group LLC14,189$598K0.2%-3.6%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, 1,623 institutional investors and hedge funds held shares of Financial Select Sector SPDR Fund. The most heavily invested institutionals were Oribel Capital Management LP ($14.95B), JPMorgan Chase & Co. ($4.37B), Morgan Stanley ($1.04B), National Bank of Canada FI ($780.89M), Barclays PLC ($700.21M), Caisse DE Depot ET Placement DU Quebec ($564.39M), and California Public Employees Retirement System ($530.10M).Learn more on XLF's institutional investors.

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

Of the 1,383 institutional investors that purchased Financial Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($100.17M), Toronto Dominion Bank ($28.86M), National Bank of Canada FI ($26.17M), Bank of Nova Scotia ($22.74M), Caisse DE Depot ET Placement DU Quebec ($21.10M), Healthcare of Ontario Pension Plan Trust Fund ($18.25M), and California Public Employees Retirement System ($15.50M).

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

Institutional investors have bought a total of 480,422,943 shares in the last 24 months. This purchase volume represents approximately $16.30B in transactions.

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

Of the 1,098 institutional investors that sold Financial Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($36.29M), Toronto Dominion Bank ($34.42M), Barclays PLC ($28.03M), Bank of Nova Scotia ($26.23M), TD Asset Management Inc. ($12.23M), Cibc World Markets Corp ($11.83M), and Bessemer Group Inc. ($11.32M).

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

Institutional investors have sold a total of 343,055,724 shares in the last 24 months. This volume of shares sold represents approximately $11.23B in transactions.


This page (NYSEARCA:XLF) was last updated on 4/25/2024 by MarketBeat.com Staff

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