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 2,119 institutions that hold shares in the stock, with a total of 989 Million shares, which have been reported (via 13F filing form) to have a value of $51.3 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 |
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
228,614,958
shares
|
$11.9 Billion
1.46% of portfolio
|
Q2 2025
Reduced 99.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
150,005,730
shares
|
$7.78 Billion
0.59% of portfolio
|
Q1 2025
Added 37.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
95,706,694
shares
|
$4.96 Billion
0.39% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
56,945,705
shares
|
$2.95 Billion
0.21% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
22,642,690
shares
|
$1.17 Billion
0.26% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
21,067,825
shares
|
$1.09 Billion
0.43% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
18,341,828
shares
|
$951 Million
0.29% of portfolio
|
Q2 2025
Reduced 20.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
16,026,378
shares
|
$831 Million
0.31% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
15,689,378
shares
|
$813 Million
0.15% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
12,354,667
shares
|
$641 Million
0.62% of portfolio
|
Q1 2025
Added 390.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
11,816,846
shares
|
$613 Million
0.1% of portfolio
|
Q1 2025
Reduced 75.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
11,663,388
shares
|
$605 Million
0.16% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
11,403,681
shares
|
$591 Million
6.83% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,603,914
shares
|
$550 Million
0.3% of portfolio
|
Q3 2024
Added 29.73%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
10,077,535
shares
|
$523 Million
5.78% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
9,097,378
shares
|
$472 Million
0.24% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
8,120,889
shares
|
$421 Million
0.64% of portfolio
|
Q2 2025
Reduced 20.5%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
7,367,505
shares
|
$382 Million
1.01% of portfolio
|
Q2 2025
Reduced 21.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
7,241,591
shares
|
$375 Million
0.08% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
5,981,623
shares
|
$310 Million
7.8% of portfolio
|
Q2 2025
Reduced 24.56%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
5,768,249
shares
|
$299 Million
4.78% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
4,202,481
shares
|
$218 Million
0.04% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
4,077,000
shares
|
$211 Million
2.1% of portfolio
|
Q1 2025
Reduced 66.24%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
3,916,004
shares
|
$203 Million
1.88% of portfolio
|
Q2 2025
Reduced 35.86%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,817,554
shares
|
$198 Million
0.33% of portfolio
|
Q1 2025
Added 536.29%
|