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Financial Select Sector SPDR Fund (XLF) Institutional Ownership

Financial Select Sector SPDR Fund logo
$53.16 -0.18 (-0.34%)
Closing price 04:00 PM Eastern
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$53.14 -0.02 (-0.04%)
As of 04:27 PM 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)
1373
Total
Institutional Inflows
(last 12 months)
$25.52B
Number of
Institutional Sellers
(last 12 months)
940
Total
Institutional Outflows
(last 12 months)
$8.95B
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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
9/9/2025NWF Advisory Services Inc.30,191$1.58M0.2%+21.3%0.003%
9/4/2025Osaic Holdings Inc.2,442,526$127.57M0.2%+24.5%0.244%
9/3/2025American Trust5,918$310K0.0%N/A0.001%
8/29/2025Evolution Wealth Management Inc.1,643$86K0.1%N/A0.000%
8/29/2025Centaurus Financial Inc.136,242$7.14M0.4%-6.3%0.014%
8/27/2025Cypress Capital Advisors LLC17,258$904K0.6%+1.6%0.002%
8/27/2025Orion Porfolio Solutions LLC67,990$3.56M0.0%+5.7%0.007%
8/26/2025Thrivent Financial for Lutherans1,270,505$66.54M0.1%+1,294.4%0.127%
8/25/2025Silverlake Wealth Management LLC21,324$1.12M0.3%-34.2%0.002%
8/25/2025Fulcrum Equity Management36,467$1.91M2.0%-20.7%0.004%
8/20/2025Coppell Advisory Solutions LLC3,890$202K0.0%-7.5%0.000%
8/19/2025B. Riley Wealth Advisors Inc.71,515$3.75M0.2%N/A0.007%
8/19/2025Newbridge Financial Services Group Inc.57,922$3.03M0.5%+32.2%0.006%
8/19/2025Marex Group plc9,216$483K0.0%N/A0.001%
8/19/2025Advisory Services Network LLC142,244$7.45M0.1%+3.6%0.014%
8/19/2025Cim LLC4,720$247K0.0%-90.9%0.000%
8/19/2025Anchor Investment Management LLC15,128$792K0.1%+2.0%0.002%
8/19/2025Asset Dedication LLC1,143$60K0.0%+69.1%0.000%
8/18/2025Hudson Bay Capital Management LP900,000$47.13M0.2%-10.0%0.090%
8/18/2025Brick & Kyle Associates47,488$2.52M1.1%-3.5%0.005%
8/18/2025Finward Bancorp12,120$635K0.5%-9.0%0.001%
8/18/2025Tactive Advisors LLC12,275$643K0.2%N/A0.001%
8/18/2025N.E.W. Advisory Services LLC20,137$1.06M0.1%-1.2%0.002%
8/18/2025Geneos Wealth Management Inc.103,047$5.40M0.1%-13.8%0.010%
8/18/2025Hollencrest Capital Management2,139$112K0.0%+35.1%0.000%
8/18/2025Wellington Capital Management Inc.14,799$775K1.1%N/A0.001%
8/18/2025Second Line Capital LLC6,222$326K0.1%-3.1%0.001%
8/18/20251248 Management LLC100,604$5.27M1.9%+33.3%0.010%
8/18/2025National Bank of Canada FI2,832,890$148.35M0.1%+20.9%0.283%
8/18/2025Goodman Advisory Group LLC10,285$539K0.2%N/A0.001%
8/16/2025Evergreen Capital Management LLC22,231$1.16M0.0%-1.9%0.002%
8/15/2025High Falls Advisors Inc7,307$383K0.1%-3.1%0.001%
8/15/2025Nikulski Financial Inc.5,815$305K0.1%+27.5%0.001%
8/15/2025Tower Research Capital LLC TRC 86,156$4.51M0.1%+3,693.7%0.009%
8/15/2025Duquesne Family Office LLC985,300$51.60M1.3%N/A0.098%
8/15/2025Global View Capital Management LLC4,143$217K0.1%-93.7%0.000%
8/15/2025Asset Allocation Strategies LLC124,112$6.50M1.2%-0.8%0.012%
8/15/2025Resources Management Corp CT ADV4,433$232K0.0%-5.6%0.000%
8/15/2025Ramsey Quantitative Systems4,000$209K0.2%N/A0.000%
8/15/2025Rakuten Securities Inc.1,528$80K0.0%-48.5%0.000%
8/15/2025Corient Private Wealth LLC871,747$45.65M0.1%+147.0%0.087%
8/15/2025Equitable Holdings Inc.580,693$30.41M0.3%-0.5%0.058%
8/15/2025Florida Financial Advisors LLC25,774$1.35M0.4%+12.9%0.003%
8/15/2025Captrust Financial Advisors1,484,067$77.72M0.2%+2.1%0.148%
8/15/2025Blue Chip Partners LLC30,637$1.60M0.1%-8.1%0.003%
8/15/2025Keel Point LLC202,150$10.59M0.7%-0.1%0.020%
8/15/2025Zuckerman Investment Group LLC171,795$9.00M0.9%+0.1%0.017%
8/15/2025Manhattan West Asset Management LLC12,364$648K0.1%-19.1%0.001%
8/15/2025Cooksen Wealth LLC99,279$5.20M4.2%+9.1%0.010%
8/15/2025Lantern Wealth Advisors LLC4,095$214K0.1%N/A0.000%
8/15/2025Visionary Wealth Advisors59,811$3.13M0.2%-32.7%0.006%
8/15/2025Voya Financial Advisors Inc.7,179$373K0.0%+8.7%0.001%
8/15/2025Two Sigma Securities LLC68,972$3.61M0.4%+10.9%0.007%
8/15/2025Talisman Wealth Advisors LLC11,367$595K0.5%-9.0%0.001%
8/15/2025Tidal Investments LLC90,097$4.72M0.0%+283.6%0.009%
8/15/2025Sherman Asset Management Inc.15,355$804K0.7%+72.5%0.002%
8/15/2025Snowden Capital Advisors LLC188,189$9.86M0.3%+1.1%0.019%
8/15/2025Redwood Financial Network Corp47,964$2.51M1.7%-0.8%0.005%
8/15/2025Riggs Asset Managment Co. Inc.93,815$4.91M1.2%+3.2%0.009%
8/15/2025Oxford Financial Group LTD. LLC8,868$464K0.0%-12.9%0.001%
8/15/2025Orion Porfolio Solutions LLC134,509$7.04M0.0%+109.1%0.013%
8/15/2025MML Investors Services LLC3,177,670$166.42M0.5%-3.4%0.317%
8/15/2025Monetary Management Group Inc.35,425$1.86M0.5%+0.6%0.004%
8/15/2025Man Group plc66,208$3.47M0.0%-432.7%0.007%
8/15/2025McIlrath & Eck LLC2,829$148K0.0%+29.6%0.000%
8/15/2025Modern Wealth Management LLC20,051$1.05M0.0%+6.8%0.002%
8/15/2025LM Advisors LLC33,933$1.78M0.2%-3.4%0.003%
8/15/2025LMR Partners LLP2,534$133K0.0%-100.3%0.000%
8/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.88,384$4.63M0.8%-10.3%0.009%
8/15/2025Hudson Bay Capital Management LP900,000$47.13M0.2%-10.0%0.090%
8/15/2025III Capital Management8,000$419K0.1%N/A0.001%
8/15/2025Great Valley Advisor Group Inc.86,743$4.54M0.1%-7.4%0.009%
8/15/2025Group One Trading LLC2,042$107K0.0%N/A0.000%
8/15/2025Gallagher Fiduciary Advisors LLC35,296$1.85M0.0%+0.9%0.004%
8/15/2025Garden State Investment Advisory Services LLC43,401$2.27M0.6%+14.7%0.004%
8/15/2025EHP Funds Inc.93,400$4.89M1.7%-37.6%0.009%
8/15/2025EP Wealth Advisors LLC460,217$24.10M0.2%+71.2%0.046%
8/15/2025Curi Capital LLC29,156$1.53M0.0%+27.7%0.003%
8/15/2025Benjamin Edwards Inc.178,161$9.33M0.1%-12.3%0.018%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp1,556,964$81.54M0.5%+12.7%0.155%
8/15/2025BTG Pactual Asset Management US LLC215,637$11.29M1.2%-3.8%0.022%
8/15/2025Byrne Financial Freedom LLC20,657$1.08M0.5%-2.0%0.002%
8/15/2025Adage Capital Partners GP L.L.C.29,000$1.52M0.0%N/A0.003%
8/15/2025AQR Capital Management LLC65,506$3.43M0.0%+61.6%0.007%
8/15/2025Ameriprise Financial Inc.11,561,737$605.46M0.1%-0.9%1.154%
8/15/2025Abbot Financial Management Inc.77,240$4.05M1.9%-0.9%0.008%
8/14/2025MGB Wealth Management LLC12,619$659K0.2%+6.2%0.001%
8/14/2025Paloma Partners Management Co70,038$3.67M0.5%N/A0.007%
8/14/2025Jupiter Wealth Management LLC5,000$264K0.2%N/A0.000%
8/14/2025Ausdal Financial Partners Inc.67,595$3.54M0.2%+6.3%0.007%
8/14/2025Raymond James Financial Inc.13,511,420$707.59M0.2%-15.7%1.349%
8/14/2025Darwin Wealth Management LLC79,466$4.16M1.4%N/A0.008%
8/14/2025Transamerica Financial Advisors LLC113,302$5.93M0.6%-0.7%0.011%
8/14/2025Chicago Wealth Management Inc.200,288$10.49M5.0%+0.7%0.020%
8/14/2025Banco BTG Pactual S.A.130,000$6.81M1.4%-35.0%0.013%
8/14/2025Peak Asset Management LLC3,941$206K0.0%N/A0.000%
8/14/2025Betterment LLC9,036$473K0.0%-13.7%0.001%
8/14/2025Karpus Management Inc.398,598$20.88M0.7%+6.5%0.040%
8/14/2025Quantinno Capital Management LP254,283$13.32M0.1%+14.0%0.025%
8/14/2025Diversify Advisory Services LLC42,105$2.21M0.1%+17.3%0.004%
(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, 1,916 institutional investors and hedge funds held shares of Financial Select Sector SPDR Fund. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($11.97B), JPMorgan Chase & Co. ($5.99B), Goldman Sachs Group Inc. ($2.43B), LPL Financial LLC ($1.05B), Morgan Stanley ($1.04B), Envestnet Asset Management Inc. ($960.56M), and Raymond James Financial Inc. ($707.59M).Learn more on Financial Select Sector SPDR Fund's institutional investors.

What percentage of Financial Select Sector SPDR Fund's stock is owned by 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.

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

Of the 1,682 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. ($63.89M), Goldman Sachs Group Inc. ($46.62M), National Bank of Canada FI ($17.03M), Raymond James Financial Inc. ($16.03M), Healthcare of Ontario Pension Plan Trust Fund ($16M), and MKP Capital Management L.L.C. ($15.98M).

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

Institutional investors have bought a total of 503,746,297 shares in the last 24 months. This purchase volume represents approximately $25.52B in transactions.

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

Of the 940 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. ($79.65M), Phoenix Financial Ltd. ($9.07M), Clal Insurance Enterprises Holdings Ltd ($8M), Migdal Insurance & Financial Holdings Ltd. ($5.83M), Envestnet Asset Management Inc. ($4.82M), TD Asset Management Inc ($4.70M), and National Bank of Canada FI ($3.66M).

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

Institutional investors have sold a total of 179,202,169 shares in the last 24 months. This volume of shares sold represents approximately $8.95B in transactions.



This page (NYSEARCA:XLF) was last updated on 9/10/2025 by MarketBeat.com Staff
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