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Financial Select Sector SPDR Fund (XLF) Institutional Ownership

Financial Select Sector SPDR Fund logo
$47.27 +0.12 (+0.25%)
Closing price 04:10 PM Eastern
Extended Trading
$47.14 -0.13 (-0.28%)
As of 08:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Financial Select Sector SPDR Fund (NYSEARCA:XLF)

Number of
Institutional Buyers
(last 12 months)
1185
Total
Institutional Inflows
(last 12 months)
$8.10B
Number of
Institutional Sellers
(last 12 months)
704
Total
Institutional Outflows
(last 12 months)
$4.98B
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XLF Institutional Buying and Selling by Quarter

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Financial Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Fifth Third Bancorp617,712$30.77M0.1%+2.5%0.059%
4/15/2025Two West Capital Advisors LLC11,434$534K0.4%+31.6%0.001%
4/15/2025Simon Quick Advisors LLC28,060$1.40M0.1%+4.6%0.003%
4/15/2025Capital Advisors Ltd. LLC60,502$3.01M0.4%-7.4%0.006%
4/15/2025Visionary Horizons LLC55,637$2.77M2.0%+141.5%0.005%
4/15/2025Capital Advisory Group Advisory Services LLC4,056$202K0.1%N/A0.000%
4/15/2025McKinley Carter Wealth Services Inc.517,950$25.80M1.6%+7.0%0.050%
4/15/2025Laurel Wealth Advisors LLC98,622$4.91M0.8%+0.6%0.009%
4/15/2025Transform Wealth LLC427,546$21.30M1.3%+6.2%0.041%
4/15/2025Ironwood Financial llc30,670$1.53M0.3%+7.0%0.003%
4/15/2025Focus Financial Network Inc.109,660$5.46M0.2%+13.2%0.011%
4/15/2025Donaldson Capital Management LLC15,309$763K0.0%+8.8%0.001%
4/15/2025Eagle Capital Management LLC21,834$1.09M0.5%+1.9%0.002%
4/15/2025USA Financial Formulas7,157$356K0.1%-17.1%0.001%
4/15/2025Redhawk Wealth Advisors Inc.133,444$6.65M0.9%-0.2%0.013%
4/15/2025CX Institutional76,375$3.80M0.1%+132.3%0.007%
4/15/2025Rockingstone Advisors LLC58,393$2.91M1.3%+2.5%0.006%
4/15/2025Kozak & Associates Inc.656$31K0.0%+50.5%0.000%
4/15/2025MV Capital Management Inc.16,829$838K0.1%-10.8%0.002%
4/15/2025Integrated Advisors Network LLC89,519$4.46M0.2%-21.1%0.009%
4/15/2025Integral Investment Advisors Inc.9,249$461K0.1%+8.0%0.001%
4/15/2025Collier Financial36,630$1.83M1.6%+18,123.9%0.004%
4/15/2025Petredis Investment Advisors LLC1,910,007$95.14M9.9%+5.4%0.184%
4/15/2025Sanibel Captiva Trust Company Inc.7,021$350K0.0%-7.7%0.001%
4/15/2025SG Americas Securities LLC1,627,170$81.05M0.3%-365.1%0.156%
4/15/2025Ibex Wealth Advisors35,853$1.79M0.2%N/A0.003%
4/15/2025Sonora Investment Management Group LLC8,589$428K0.0%+9.1%0.001%
4/15/2025Accurate Wealth Management LLC9,453$441K0.1%-93.0%0.001%
4/15/2025Kingstone Capital Partners Texas LLC39,010$1.94M1.6%-1.7%0.004%
4/15/2025Fiduciary Financial Group LLC7,503$344K0.1%+47.0%0.001%
4/15/2025Simplicity Wealth LLC72,304$3.60M0.3%+1,534.0%0.007%
4/15/2025Wealthcare Advisory Partners LLC37,062$1.85M0.0%+17.1%0.004%
4/15/2025Signet Financial Management LLC31,430$1.57M0.2%-6.9%0.003%
4/15/2025Fourpath Capital Management LLC11,745$585K0.1%+21.1%0.001%
4/14/2025Harbor Capital Advisors Inc.75,298$3.75M0.2%+1,072.3%0.007%
4/14/2025Regatta Capital Group LLC4,021$200K0.0%N/A0.000%
4/14/2025Octavia Wealth Advisors LLC12,791$637K0.1%-4.0%0.001%
4/14/2025Investment Advisory Group LLC18,667$930K0.3%+4.4%0.002%
4/14/2025Northstar Advisory Group LLC315,331$15.71M10.3%+4.2%0.030%
4/14/2025Pallas Capital Advisors LLC163,654$8.15M0.3%-9.9%0.016%
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4/14/2025PFS Partners LLC24,264$1.21M0.6%-25.1%0.002%
4/14/2025Farther Finance Advisors LLC61,614$3.07M0.1%+20.6%0.006%
4/14/2025City Holding Co.89,842$4.48M0.6%+5.3%0.009%
4/14/2025CHICAGO TRUST Co NA16,351$814K0.1%+3.2%0.002%
4/14/2025Destiny Wealth Partners LLC251,765$12.54M2.0%+3.0%0.024%
4/14/2025Greystone Financial Group LLC15,132$754K0.1%N/A0.001%
4/14/2025Toth Financial Advisory Corp205,319$10.23M1.2%+6.1%0.020%
4/14/2025Courier Capital LLC11,772$586K0.0%-2.3%0.001%
4/14/2025First Citizens Bank & Trust Co.8,925$445K0.0%-7.5%0.001%
4/14/2025Sherman Asset Management Inc.8,900$443K0.4%-14.9%0.001%
4/14/2025AHL Investment Management Inc.10,043$500K0.3%-10.7%0.001%
4/14/2025Ironwood Wealth Management Inc.84,089$3.86M2.0%-10.5%0.008%
4/14/2025Capital Investment Advisors LLC2,061,479$102.68M2.0%+1.7%0.198%
4/14/2025Bangor Savings Bank2,538$126K0.0%-20.4%0.000%
4/14/2025Park Avenue Securities LLC893,883$44.52M0.5%+5.2%0.086%
4/14/2025OLD National Bancorp IN379,283$18.89M0.5%+10.8%0.036%
4/14/2025KMG Fiduciary Partners LLC13,639$679K0.1%+4.3%0.001%
4/14/2025City Center Advisors LLC38,718$1.93M2.3%+28.1%0.004%
4/14/2025Moulton Wealth Management Inc.52,913$2.64M2.0%+2.2%0.005%
4/14/2025Miracle Mile Advisors LLC9,872$492K0.0%-75.3%0.001%
4/14/2025Patriot Financial Group Insurance Agency LLC4,221$210K0.0%N/A0.000%
4/14/2025RDA Financial Network59,724$2.98M0.9%+2.3%0.006%
4/14/2025Whitaker Myers Wealth Managers LTD.20,894$1.04M0.3%+20.6%0.002%
4/14/2025UMB Bank n.a.9,681$482K0.0%-29.1%0.001%
4/14/2025Perennial Advisors LLC7,198$359K0.1%N/A0.001%
4/11/2025 Paragon Financial Partners Inc.64,682$3.22M2.5%+1.4%0.006%
4/11/2025 Compton Financial Group LLC143,175$7.13M2.1%N/A0.014%
4/11/2025 AAFMAA Wealth Management & Trust LLC94,217$4.69M2.1%+432.7%0.009%
4/11/2025 Leicht Financial Planning & Wealth Management Inc.96,838$4.82M2.5%-8.1%0.009%
4/11/2025 Pine Haven Investment Counsel Inc5,570$277K0.2%-15.2%0.001%
4/11/2025 Independence Bank of Kentucky5,991$298K0.0%-7.7%0.001%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV204,252$10.17M1.2%-3.6%0.020%
4/11/2025 Butensky & Cohen Financial Security Inc.56,281$2.80M0.9%-1.0%0.005%
4/11/2025 Constitution Capital LLC56,348$2.81M1.6%+2.3%0.005%
4/11/2025 Pines Wealth Management LLC12,820$639K0.3%+9.9%0.001%
4/11/2025 Ehrlich Financial Group25,288$1.26M0.9%+284.7%0.002%
4/11/2025 IAM Advisory LLC93,287$4.65M1.2%N/A0.009%
4/11/2025 SeaCrest Wealth Management LLC26,783$1.33M0.2%+1.0%0.003%
4/11/2025 Sandbox Financial Partners LLC52,999$2.64M0.9%+1.1%0.005%
4/11/2025 MKT Advisors LLC27,336$1.36M0.6%+1.5%0.003%
4/11/2025 Procyon Advisors LLC21,274$1.06M0.1%+5.1%0.002%
4/11/2025 Next Level Private LLC49,707$2.48M0.9%-2.3%0.005%
4/11/2025 Magnus Financial Group LLC57,544$2.87M0.3%-0.6%0.006%
4/11/2025 Intellectus Partners LLC31,413$1.57M0.4%+9.6%0.003%
4/11/2025 Affinity Wealth Management LLC652,984$32.53M6.0%+2.2%0.063%
4/11/2025 Herbst Group LLC25,919$1.29M0.9%+3.0%0.002%
4/11/2025 AFG Fiduciary Services Limited Partnership10,319$487K0.1%+29.6%0.001%
4/11/2025 Curat Global LLC20,904$1.04M1.3%N/A0.002%
4/11/2025 Generali Investments Management Co LLC1,382$69K0.0%-91.4%0.000%
4/11/2025 Signal Advisors Wealth LLC106,050$5.28M0.5%-13.2%0.010%
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Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

Learn these 4 simple steps and protect your savings before it’s too late.
4/11/2025 ACT Wealth Management LLC148,772$7.41M3.4%-4.7%0.014%
4/11/2025 Armstrong Fleming & Moore Inc4,396$219K0.3%N/A0.000%
4/10/2025 Breakwater Capital Group24,992$1.25M0.2%+5.5%0.002%
4/10/2025 Retirement Planning Group LLC6,824$340K0.0%+37.2%0.001%
4/10/2025 Retireful LLC42,708$2.10M2.1%N/A0.004%
4/10/2025 Chesley Taft & Associates LLC274,267$13.66M0.7%-1.1%0.026%
4/10/2025 Thrive Wealth Management LLC4,151$207K0.0%N/A0.000%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.16,394$817K0.1%+26.6%0.002%
4/10/2025 Boltwood Capital Management40,627$2.02M0.6%+2.7%0.004%
4/10/2025 Lake Street Private Wealth LLC11,291$562K0.1%-7.1%0.001%
(Data available from 1/1/2016 forward)

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XLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLF shares?

During the previous two years, 1,811 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. ($5.27B), Envestnet Asset Management Inc. ($1.07B), Morgan Stanley ($1.04B), Raymond James Financial Inc. ($773.90M), Barclays PLC ($700.21M), and Clal Insurance Enterprises Holdings Ltd ($583.68M).Learn more on XLF's institutional investors.

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

Of the 1,553 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. ($123.00M), National Bank of Canada FI ($23.04M), Raymond James Financial Inc. ($16.01M), Healthcare of Ontario Pension Plan Trust Fund ($16M), Bank of Nova Scotia ($14.24M), Canada Pension Plan Investment Board ($12.30M), and MKP Capital Management L.L.C. ($10.84M).

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

Institutional investors have bought a total of 420,086,779 shares in the last 24 months. This purchase volume represents approximately $16.33B in transactions.

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

Of the 1,063 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. ($48.39M), Toronto Dominion Bank ($39.79M), Barclays PLC ($27.27M), National Bank of Canada FI ($18.11M), Cibc World Markets Corp ($11.83M), Canada Pension Plan Investment Board ($8.75M), and Bessemer Group Inc. ($7.45M).

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

Institutional investors have sold a total of 258,153,555 shares in the last 24 months. This volume of shares sold represents approximately $9.89B in transactions.



This page (NYSEARCA:XLF) was last updated on 4/15/2025 by MarketBeat.com Staff
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