Institutional Ownership Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF). We have compiled data on the 2,092 institutions that hold shares in the stock, with a total of 774 Million shares, which have been reported (via 13F filing form) to have a value of $37.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
108,948,920
shares
|
$5.31 Billion
0.43% of portfolio
|
Q4 2024
Reduced 19.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
91,750,544
shares
|
$4.47 Billion
0.38% of portfolio
|
Q4 2024
Added 25.58%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
56,549,942
shares
|
$2.76 Billion
0.2% of portfolio
|
Q4 2024
Added 50.93%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
23,160,119
shares
|
$1.13 Billion
0.39% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
19,785,740
shares
|
$965 Million
0.22% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
18,970,684
shares
|
$925 Million
0.39% of portfolio
|
Q4 2024
Added 26.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
16,012,820
shares
|
$781 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
13,463,426
shares
|
$656 Million
0.11% of portfolio
|
Q4 2024
Added 15.69%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
13,338,881
shares
|
$650 Million
0.12% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
12,077,000
shares
|
$589 Million
5.26% of portfolio
|
Q4 2024
Added 45.31%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Feb 13, 2025 Q4 2024 |
10,948,003
shares
|
$534 Million
7.37% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,603,914
shares
|
$517 Million
0.3% of portfolio
|
Q3 2024
Added 29.73%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
10,440,657
shares
|
$509 Million
0.31% of portfolio
|
Q4 2024
Added 135.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
10,330,247
shares
|
$504 Million
0.13% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
10,327,965
shares
|
$504 Million
6.73% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
10,215,310
shares
|
$498 Million
0.83% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Churchill Management Corp
|
Apr 25, 2025 Q1 2025 |
10,112,436
shares
|
$493 Million
6.44% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
9,501,933
shares
|
$463 Million
0.13% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,377,886
shares
|
$457 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
8,851,109
shares
|
$432 Million
8.43% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,456,476
shares
|
$412 Million
0.09% of portfolio
|
Q4 2024
Added 21.91%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,928,763
shares
|
$387 Million
10.51% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
7,202,847
shares
|
$351 Million
5.04% of portfolio
|
Q1 2025
Added 14.48%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
6,861,680
shares
|
$335 Million
5.85% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
6,003,391
shares
|
$293 Million
0.39% of portfolio
|
Q4 2024
Added 60.95%
|