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 1,953 institutions that hold shares in the stock, with a total of 735 Million shares, which have been reported (via 13F filing form) to have a value of $38.1 Billion.
| 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
|
$5.62 Billion
0.43% of portfolio
|
Q4 2024
Reduced 19.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
73,059,144
shares
|
$3.77 Billion
0.28% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
37,468,219
shares
|
$1.93 Billion
0.13% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
18,970,684
shares
|
$978 Million
0.39% of portfolio
|
Q4 2024
Added 26.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
17,602,154
shares
|
$907 Million
0.18% of portfolio
|
Q3 2024
Added 26.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
17,063,862
shares
|
$879 Million
0.26% of portfolio
|
Q3 2024
Added 58.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
16,012,820
shares
|
$825 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
15,836,576
shares
|
$816 Million
0.19% of portfolio
|
Q3 2024
Reduced 38.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
13,463,426
shares
|
$694 Million
0.11% of portfolio
|
Q4 2024
Added 15.69%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
12,952,201
shares
|
$668 Million
0.13% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
12,109,312
shares
|
$624 Million
8.23% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
12,077,000
shares
|
$622 Million
5.26% of portfolio
|
Q4 2024
Added 45.31%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
11,000,000
shares
|
$567 Million
0.5% of portfolio
|
Q2 2024
Added 266.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,603,914
shares
|
$547 Million
0.3% of portfolio
|
Q3 2024
Added 29.73%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
10,440,657
shares
|
$538 Million
0.31% of portfolio
|
Q4 2024
Added 135.6%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
10,327,698
shares
|
$532 Million
8.17% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
10,316,298
shares
|
$532 Million
5.49% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
10,085,791
shares
|
$520 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
10,021,492
shares
|
$517 Million
0.77% of portfolio
|
Q4 2024
Added 25.57%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
9,641,304
shares
|
$497 Million
1.29% of portfolio
|
Q4 2024
Added 26.45%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
8,666,906
shares
|
$447 Million
8.04% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
8,275,056
shares
|
$426 Million
10.2% of portfolio
|
Q4 2024
Added 27.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
6,936,752
shares
|
$358 Million
0.07% of portfolio
|
Q3 2024
Reduced 32.5%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
6,861,680
shares
|
$354 Million
5.85% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
6,840,557
shares
|
$353 Million
0.16% of portfolio
|
Q3 2024
Added 144.85%
|