Free Trial

Financial Select Sector SPDR Fund (XLF) Institutional Ownership

Financial Select Sector SPDR Fund logo
$51.65 -0.90 (-1.71%)
Closing price 07/15/2025 04:10 PM Eastern
Extended Trading
$51.66 +0.01 (+0.02%)
As of 04:00 AM 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 Polygon.io. Learn more.

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)
1326
Total
Institutional Inflows
(last 12 months)
$25.07B
Number of
Institutional Sellers
(last 12 months)
807
Total
Institutional Outflows
(last 12 months)
$5.64B
Get XLF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Financial Select Sector SPDR Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
7/15/2025Herbst Group LLC25,519$1.34M0.8%-1.5%0.003%
7/15/2025Perennial Advisors LLC6,998$366K0.1%-2.8%0.001%
7/15/2025Affinity Wealth Management LLC649,672$34.02M5.4%-0.5%0.067%
7/15/2025Harrell Investment Partners LLC55,018$2.88M0.7%-73.2%0.006%
7/15/2025Missouri Trust & Investment Co3,084$162K0.1%+101.6%0.000%
7/15/2025Signet Financial Management LLC31,851$1.67M0.2%+1.3%0.003%
7/15/2025Wealth Effects LLC5,954$312K0.1%-36.0%0.001%
7/15/2025TD Private Client Wealth LLC18,134$950K0.0%+6.4%0.002%
7/15/2025Mather Group LLC.5,050$264K0.0%+99.2%0.001%
7/15/2025Shulman DeMeo Asset Management LLC12,542$657K0.2%-2.1%0.001%
7/15/2025Carr Financial Group Corp21,413$1.12M0.3%+48.7%0.002%
7/15/2025Peddock Capital Advisors LLC75,889$3.97M0.9%+4.5%0.008%
7/15/2025EWG Elevate Inc.80,841$4.23M1.3%+900.8%0.008%
7/15/2025Lynch & Associates IN15,875$831K0.2%-1.2%0.002%
7/15/2025Graypoint LLC542,993$28.44M1.6%-4.8%0.056%
7/15/2025Ballentine Partners LLC18,618$975K0.0%-22.4%0.002%
7/15/2025Accurate Wealth Management LLC8,744$461K0.1%-7.5%0.001%
7/15/2025Fifth Third Bancorp700,340$36.68M0.1%+13.4%0.072%
7/15/2025Retirement Income Solutions Inc9,265$485K0.1%-9.0%0.001%
7/15/2025Compagnie Lombard Odier SCmA9,505$498K0.0%-15.2%0.001%
7/15/2025LVZ Inc.21,566$1.13M0.1%+5.6%0.002%
7/15/2025Focused Wealth Management Inc455,945$23.88M2.9%+1.0%0.047%
7/15/2025Bank of Stockton55,015$2.88M0.9%+15.5%0.006%
7/15/2025Bfsg LLC62,493$3.27M0.4%-4.3%0.006%
7/14/2025 Wealth Advisory Solutions LLC10,369$543K0.1%-2.5%0.001%
7/14/2025 Occidental Asset Management LLC15,688$822K0.1%-72.3%0.002%
7/14/2025 CHICAGO TRUST Co NA21,621$1.13M0.2%+32.2%0.002%
7/14/2025 Gries Financial LLC4,574$240K0.0%+10.9%0.000%
7/14/2025 Golden State Equity Partners6,218$326K0.1%-19.3%0.001%
7/14/2025 Financial Enhancement Group LLC222,779$11.62M1.7%-9.6%0.023%
7/14/2025 Mechanics Bank Trust Department120,301$6.30M0.9%-5.1%0.012%
7/14/2025 Acropolis Investment Management LLC11,495$602K0.0%-15.3%0.001%
7/14/2025 Armstrong Advisory Group Inc.824,697$43.19M3.3%+0.3%0.085%
7/14/2025 Stapp Wealth Management Pllc32,694$1.71M2.5%N/A0.003%
7/14/2025 GAMMA Investing LLC12,949$678K0.0%+8.0%0.001%
7/14/2025 Clear Harbor Asset Management LLC5,421$284K0.0%+24.4%0.001%
7/14/2025 Lakeshore Financial Planning Inc.418,951$21.94M8.8%+2.1%0.043%
7/14/2025 U.S. Capital Wealth Advisors LLC90,429$4.74M0.1%+16.6%0.009%
7/14/2025 Sweeney & Michel LLC4,289$224K0.1%N/A0.000%
7/14/2025 Lewis Asset Management LLC4,280$224K0.1%N/A0.000%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
7/14/2025 Toth Financial Advisory Corp233,282$12.22M1.4%+13.6%0.024%
7/14/2025 Southland Equity Partners LLC10,046$526K0.1%-7.0%0.001%
7/14/2025 Park Avenue Securities LLC810,277$42.43M0.4%-9.4%0.083%
7/14/2025 Sowell Financial Services LLC120,996$6.34M0.3%-6.8%0.012%
7/11/2025 Petredis Investment Advisors LLC1,948,017$102.02M8.9%+2.0%0.200%
7/11/2025 Arrow Investment Advisors LLC70,912$3.71M3.1%-6.1%0.007%
7/11/2025 Trinity Wealth Management LLC65,782$3.45M1.4%N/A0.007%
7/11/2025 Orrstown Financial Services Inc.4,102$215K0.0%N/A0.000%
7/11/2025 Capital Advantage Inc.416,302$21.80M3.5%+2,856.7%0.043%
7/11/2025 Farther Finance Advisors LLC38,438$2.01M0.0%-37.6%0.004%
7/11/2025 CX Institutional59,399$3.11M0.1%-22.2%0.006%
7/11/2025 Windsor Capital Management LLC37,468$1.96M0.6%-8.7%0.004%
7/11/2025 UMB Bank n.a.8,067$422K0.0%-16.7%0.001%
7/11/2025 AFG Fiduciary Services Limited Partnership11,063$583K0.2%+7.2%0.001%
7/11/2025 Myecfo LLC4,355$228K0.1%-12.1%0.000%
7/11/2025 Butensky & Cohen Financial Security Inc.58,045$3.04M0.9%+3.1%0.006%
7/11/2025 Marshall & Sullivan Inc. WA2,400$126K0.1%N/A0.000%
7/11/2025 Phillips Wealth Planners LLC22,743$1.19M1.1%+3.2%0.002%
7/11/2025 SeaCrest Wealth Management LLC26,404$1.38M0.2%-1.4%0.003%
7/11/2025 Bell Bank21,812$1.14M0.1%-2.4%0.002%
7/11/2025 International Private Wealth Advisors LLC6,348$332K0.3%N/A0.001%
7/11/2025 TCV Trust & Wealth Management Inc.119,205$6.24M0.5%-0.4%0.012%
7/11/2025 Matthew Goff Investment Advisor LLC141,571$7.41M1.4%+2.1%0.015%
7/11/2025 Kingstone Capital Partners Texas LLC228,614,958$11.97B1.6%+585,941.9%23.789%
7/11/2025 Cypress Financial Planning LLC157,356$8.24M2.7%+3.9%0.016%
7/10/2025 Oliver Lagore Vanvalin Investment Group742$37K0.0%N/A0.000%
7/10/2025 Clare Market Investments LLC5,251$275K0.1%-18.1%0.001%
7/10/2025 CWC Advisors LLC.50,017$2.62M1.4%+2.8%0.005%
7/10/2025 Oldfather Financial Services LLC5,073$266K0.1%+20.6%0.001%
7/10/2025 Charter Oak Capital Management LLC12,659$663K0.1%-28.6%0.001%
7/10/2025 Burns J W & Co. Inc. NY115,883$6.07M0.7%-4.2%0.012%
7/10/2025 Worth Asset Management LLC4,914$257K0.1%-79.4%0.001%
7/10/2025 Global Financial Private Client LLC29,731$1.56M0.6%+34.4%0.003%
7/10/2025 Rockland Trust Co.76,546$4.01M0.2%-13.5%0.008%
7/10/2025 Contravisory Investment Management Inc.36,272$1.90M0.4%+11.2%0.004%
7/10/2025 Ferguson Wellman Capital Management Inc.125,904$6.59M0.1%-2.8%0.013%
7/10/2025 Exchange Traded Concepts LLC344,286$18.03M0.2%N/A0.036%
7/10/2025 NorthCrest Asset Manangement LLC116,091$6.18M0.2%+1.0%0.012%
7/10/2025 Wealth Enhancement Advisory Services LLC374,435$19.92M0.0%+6.2%0.039%
7/10/2025 Atticus Wealth Management LLC12,342$646K0.2%-8.7%0.001%
7/10/2025 Sharkey Howes & Javer9,042$474K0.1%+15.3%0.001%
7/10/2025 Capital Advisory Group Advisory Services LLC3,856$202K0.1%-4.9%0.000%
7/10/2025 American Financial Advisors LLC22,751$1.19M0.2%+7.3%0.002%
7/10/2025 Farmers & Merchants Trust Co of Chambersburg PA78,680$4.12M1.3%-0.5%0.008%
7/10/2025 Signal Advisors Wealth LLC175,758$9.20M0.7%+65.7%0.018%
7/10/2025 Focus Financial Network Inc.111,130$5.82M0.2%+1.3%0.012%
7/10/2025 Sovran Advisors LLC19,761$1.03M0.1%+6.1%0.002%
7/9/2025 Intelligence Driven Advisers LLC19,965$1.05M0.2%N/A0.002%
7/9/2025 Dynamic Advisor Solutions LLC28,481$1.49M0.0%-1.8%0.003%
7/9/2025 Channel Wealth LLC71,381$3.74M1.1%-10.2%0.007%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
7/9/2025 Pines Wealth Management LLC13,473$717K0.3%+5.1%0.001%
7/9/2025 Chesley Taft & Associates LLC258,112$13.52M0.6%-5.9%0.027%
7/9/2025 Sapient Capital LLC17,152$898K0.0%+97.2%0.002%
7/9/2025 Procyon Advisors LLC10,607$555K0.1%-50.1%0.001%
7/9/2025 Pallas Capital Advisors LLC105,618$5.53M0.2%-35.5%0.011%
7/9/2025 Camelot Technology Advisors Inc.45,730$2.40M2.0%+0.6%0.005%
7/9/2025 FOCUS Wealth Advisors LLC77,604$4.06M2.1%+0.8%0.008%
7/9/2025 Goelzer Investment Management Inc.15,268$800K0.0%-1.4%0.002%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.58,600$3.07M0.2%+17.2%0.006%
7/9/2025 Keystone Wealth Services LLC19,384$1.02M0.2%+107.5%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, 1,882 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. ($7.47B), Goldman Sachs Group Inc. ($2.43B), Envestnet Asset Management Inc. ($1.15B), LPL Financial LLC ($1.05B), Morgan Stanley ($1.04B), and Raymond James Financial Inc. ($798.27M).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 1,644 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. ($101.89M), Goldman Sachs Group Inc. ($46.62M), National Bank of Canada FI ($23.04M), Bank of Nova Scotia ($17.24M), Raymond James Financial Inc. ($16.03M), and Healthcare of Ontario Pension Plan Trust Fund ($16M).

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

Institutional investors have bought a total of 501,008,687 shares in the last 24 months. This purchase volume represents approximately $25.07B in transactions.

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

Of the 803 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. ($44.00M), National Bank of Canada FI ($14.58M), Phoenix Financial Ltd. ($8.03M), Clal Insurance Enterprises Holdings Ltd ($8M), D. E. Shaw & Co. Inc. ($2.95M), The Manufacturers Life Insurance Company ($2.35M), and Soros Fund Management LLC ($2.29M).

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

Institutional investors have sold a total of 120,062,055 shares in the last 24 months. This volume of shares sold represents approximately $5.64B in transactions.



This page (NYSEARCA:XLF) was last updated on 7/16/2025 by MarketBeat.com Staff
From Our Partners