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Financial Select Sector SPDR Fund (XLF) Institutional Ownership

Financial Select Sector SPDR Fund logo
$50.65 +0.42 (+0.84%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
951
Total
Institutional Inflows
(last 12 months)
$6.30B
Number of
Institutional Sellers
(last 12 months)
666
Total
Institutional Outflows
(last 12 months)
$3.18B
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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
1/21/2025Novare Capital Management LLC143,700$6.95M0.6%+1.2%0.015%
1/21/2025MKT Advisors LLC26,943$1.35M0.6%+18.3%0.003%
1/21/2025M3 Advisory Group LLC55,037$2.66M1.9%+1.3%0.006%
1/21/2025Harrell Investment Partners LLC207,167$10.01M2.8%+24.5%0.022%
1/21/2025Embree Financial Group6,481$313K0.1%+13.2%0.001%
1/21/2025Affinity Wealth Management LLC639,101$30.89M5.5%+1.0%0.069%
1/21/2025Crescent Grove Advisors LLC185,429$8.96M0.9%+0.8%0.020%
1/21/2025Park Edge Advisors LLC63,711$3.08M0.9%+81.3%0.007%
1/21/2025Archford Capital Strategies LLC101,216$4.89M0.7%-2.0%0.011%
1/21/2025AlphaMark Advisors LLC156,811$7.58M3.3%+5.0%0.017%
1/21/2025Patton Albertson Miller Group LLC84,009$4.06M0.5%-0.5%0.009%
1/21/2025Flagship Harbor Advisors LLC84,580$4.09M0.2%-1.0%0.009%
1/21/2025Toth Financial Advisory Corp193,527$9.35M1.1%+4.8%0.021%
1/21/2025Cyndeo Wealth Partners LLC4,349$210K0.0%-26.2%0.000%
1/21/2025Geneos Wealth Management Inc.210,279$10.16M0.4%+58.7%0.023%
1/21/2025Legacy Wealth Management Inc16,125$779K0.1%+26.3%0.002%
1/21/2025Accel Wealth Management36,649$1.77M0.7%+8.2%0.004%
1/21/2025Fifth Third Bancorp602,938$29.14M0.1%-1.1%0.065%
1/21/2025Chemung Canal Trust Co.131,667$6.36M1.3%-1.1%0.014%
1/21/2025PCG Wealth Advisors LLC30,876$1.49M0.6%N/A0.003%
1/21/2025Carr Financial Group Corp12,864$622K0.2%+4.7%0.001%
1/21/2025Petredis Investment Advisors LLC1,812,039$87.58M9.1%+6.3%0.194%
1/21/2025McGuire Investment Group LLC34,731$1.68M0.2%+2.1%0.004%
1/21/2025Atlas Private Wealth Advisors340,496$16.46M2.3%-2.8%0.037%
1/21/2025Goelzer Investment Management Inc.15,462$747K0.0%+12.9%0.002%
1/21/2025Hillcrest Wealth Advisors NY LLC8,775$424K0.2%+9.7%0.001%
1/21/2025Gradient Investments LLC7,360$356K0.0%+6.6%0.001%
1/21/2025Harel Insurance Investments & Financial Services Ltd.10,327,698$499.14M8.2%0.0%1.108%
1/21/2025CX Institutional32,874$1.59M0.1%-5.9%0.004%
1/21/2025Encompass More Asset Management28,201$1.36M0.4%-25.3%0.003%
1/21/2025St. Johns Investment Management Company LLC58,471$2.83M1.3%+7.8%0.006%
1/21/2025RFG Advisory LLC207,378$10.02M0.3%-8.7%0.022%
1/21/2025Matthew Goff Investment Advisor LLC128,473$6.21M1.2%-6.5%0.014%
1/21/2025Cornerstone Wealth Management LLC70,918$3.43M0.2%+2.8%0.008%
1/21/2025Brighton Jones LLC52,998$2.56M0.1%+11.9%0.006%
1/21/2025Montecito Bank & Trust15,899$768K0.1%-6.5%0.002%
1/21/2025Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management 901,600$43.57M7.2%-18.9%0.097%
1/17/2025 New Century Financial Group LLC5,662$275K0.1%+13.8%0.001%
1/17/2025 Galvin Gaustad & Stein LLC23,576$1.14M0.1%-25.9%0.003%
1/17/2025 Capital Planning Advisors LLC72,490$3.50M0.5%N/A0.008%
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1/17/2025 Fiduciary Family Office LLC472,667$22.84M6.7%+7,190.9%0.051%
1/17/2025 Avior Wealth Management LLC42,817$2.07M0.1%-1.0%0.005%
1/17/2025 Teamwork Financial Advisors LLC438,163$21.18M2.7%+13.4%0.047%
1/17/2025 Raleigh Capital Management Inc.22,588$1.09M0.4%+3,159.5%0.002%
1/17/2025 Adirondack Trust Co.15,455$747K0.3%+1.8%0.002%
1/17/2025 Mutual Advisors LLC245,750$12.24M0.4%+69.6%0.026%
1/17/2025 Janney Montgomery Scott LLC9,641,304$465.96M1.3%+26.4%1.034%
1/17/2025 Bartlett & CO. Wealth Management LLC3,015$146K0.0%-14.0%0.000%
1/17/2025 Phillips Wealth Planners LLC28,806$1.36M1.4%+35.9%0.003%
1/17/2025 Evolution Wealth Advisors LLC608,289$29.40M4.9%+20.5%0.065%
1/17/2025 Paragon Financial Partners Inc.63,794$3.08M2.3%-9.8%0.007%
1/17/2025 Park Place Capital Corp1,221$59K0.0%-22.8%0.000%
1/17/2025 Janney Capital Management LLC41,702$2.02M0.1%+6.5%0.004%
1/17/2025 Magnus Financial Group LLC57,920$2.80M0.3%+36.6%0.006%
1/17/2025 Finley Financial LLC21,910$1.08M0.6%N/A0.002%
1/17/2025 Madison Park Capital Advisors LLC23,300$1.13M0.9%-74.3%0.002%
1/17/2025 Advisory Alpha LLC1,016,551$49.13M1.7%-32.7%0.109%
1/17/2025 Sterling Investment Management LLC7,691$372K0.3%-21.5%0.001%
1/17/2025 Dakota Wealth Management790,129$38.19M0.9%-1.1%0.085%
1/17/2025 AFG Fiduciary Services Limited Partnership7,964$394K0.1%N/A0.001%
1/17/2025 Simon Quick Advisors LLC26,826$1.30M0.1%+4.8%0.003%
1/17/2025 Proquility Private Wealth Partners LLC180,306$8.71M2.8%+2.4%0.019%
1/17/2025 Octavia Wealth Advisors LLC13,323$644K0.1%-2.9%0.001%
1/17/2025 Mitsubishi UFJ Asset Management UK Ltd.10,000$483K0.2%-41.2%0.001%
1/17/2025 Howard Capital Management Group LLC36,536$1.77M0.1%-2.5%0.004%
1/17/2025 Roberts Wealth Advisors LLC30,753$1.52M0.5%+13.1%0.003%
1/17/2025 JBGlobal.com LLC12,921$624K0.7%N/A0.001%
1/17/2025 ACT Wealth Management LLC156,091$7.54M3.5%-4.1%0.017%
1/17/2025 Atomi Financial Group Inc.7,222$349K0.0%N/A0.001%
1/17/2025 Transform Wealth LLC402,501$19.45M1.1%+2,709.4%0.043%
1/17/2025 Chesley Taft & Associates LLC277,334$13.40M0.6%-0.2%0.030%
1/17/2025 Alpha Cubed Investments LLC6,054$293K0.0%+15.7%0.001%
1/17/2025 Camelot Technology Advisors Inc.45,496$2.20M2.0%-11.8%0.005%
1/17/2025 Segment Wealth Management LLC4,400$213K0.0%N/A0.000%
1/16/2025 ARS Investment Partners LLC40,791$1.97M0.2%-2.9%0.004%
1/16/2025 Royal Fund Management LLC387,764$18.75M1.7%-43.2%0.042%
1/16/2025 Chesapeake Wealth Management59,049$2.85M1.0%-2.6%0.006%
1/16/2025 Davies Financial Advisors Inc.23,391$1.13M1.0%-1.1%0.003%
1/16/2025 Rezny Wealth Management Inc.12,538$606K0.1%N/A0.001%
1/16/2025 Pure Financial Advisors LLC8,437$408K0.0%-3.7%0.001%
1/16/2025 Regent Peak Wealth Advisors LLC4,333$209K0.0%N/A0.000%
1/16/2025 Koshinski Asset Management Inc.15,192$734K0.0%+6.5%0.002%
1/16/2025 Central Bank & Trust Co.13,267$641K0.1%-3.5%0.001%
1/16/2025 Prairiewood Capital LLC34,798$1.68M0.7%-11.1%0.004%
1/16/2025 Harbor Investment Advisory LLC4,294$208K0.0%+37.9%0.000%
1/16/2025 Gemmer Asset Management LLC4,157$201K0.0%N/A0.000%
1/16/2025 Union Savings Bank20,028$968K0.5%-4.0%0.002%
1/16/2025 Lionsbridge Wealth Management LLC73,952$3.57M3.0%-7.0%0.008%
1/16/2025 MassMutual Private Wealth & Trust FSB1,481$72K0.0%+18.5%0.000%
1/16/2025 UMB Bank n.a.13,651$660K0.0%-5.7%0.001%
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1/16/2025 M.E. Allison & CO. Inc.16,687$806K0.9%N/A0.002%
1/16/2025 FOCUS Wealth Advisors LLC74,912$3.62M1.9%N/A0.008%
1/16/2025 Ironwood Financial llc28,676$1.39M0.3%+8.8%0.003%
1/16/2025 Financial Freedom LLC77,476$3.74M2.0%-0.9%0.008%
1/16/2025 Mechanics Bank Trust Department129,718$6.27M0.8%+3.4%0.014%
1/16/2025 Diversify Advisory Services LLC46,806$2.22M0.1%-1.8%0.005%
1/16/2025 Pine Haven Investment Counsel Inc6,570$318K0.3%-18.6%0.001%
1/16/2025 City Holding Co.85,335$4.12M0.6%+3.4%0.009%
1/16/2025 RoundAngle Advisors LLC17,146$829K0.8%N/A0.002%
1/16/2025 Moulton Wealth Management Inc.51,763$2.50M1.9%+81.9%0.006%
(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, 1,638 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. ($6.10B), Morgan Stanley ($1.04B), Barclays PLC ($700.21M), LPL Financial LLC ($566.66M), 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 1,382 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 ($20.77M), Toronto Dominion Bank ($20.00M), Healthcare of Ontario Pension Plan Trust Fund ($16M), California Public Employees Retirement System ($15.50M), MKP Capital Management L.L.C. ($14.67M), and Bank of Nova Scotia ($14.24M).

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

Institutional investors have bought a total of 436,275,020 shares in the last 24 months. This purchase volume represents approximately $15.80B in transactions.

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

Of the 1,041 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: Toronto Dominion Bank ($39.45M), Barclays PLC ($27.27M), National Bank of Canada FI ($23.91M), JPMorgan Chase & Co. ($22.82M), Cibc World Markets Corp ($11.83M), Bessemer Group Inc. ($11.32M), and Canada Pension Plan Investment Board ($8.75M).

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

Institutional investors have sold a total of 247,687,412 shares in the last 24 months. This volume of shares sold represents approximately $8.90B in transactions.



This page (NYSEARCA:XLF) was last updated on 1/21/2025 by MarketBeat.com Staff
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