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 1,717 institutions that hold shares in the stock, with a total of 700 Million shares, which have been reported (via 13F filing form) to have a value of $29.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
144,130,208
shares
|
$6.12 Billion
0.55% of portfolio
|
Q1 2024
Added 18.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
73,218,028
shares
|
$3.11 Billion
0.29% of portfolio
|
Q1 2024
Added 12.61%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
35,770,095
shares
|
$1.52 Billion
0.12% of portfolio
|
Q1 2024
Added 5.79%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
17,240,203
shares
|
$733 Million
0.18% of portfolio
|
Q1 2024
Added 22.62%
|
|
|
Barclays PLC
London, X0 |
May 15, 2024 Q1 2024 |
16,618,836
shares
|
$706 Million
0.24% of portfolio
|
Q1 2024
Added 36.1%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 15, 2024 Q1 2024 |
14,985,518
shares
|
$637 Million
9.12% of portfolio
|
Q1 2024
Added 13.9%
|
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
13,491,011
shares
|
$573 Million
0.99% of portfolio
|
Q1 2024
Reduced 34.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
13,258,609
shares
|
$563 Million
0.31% of portfolio
|
Q1 2024
Added 8.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
13,110,716
shares
|
$557 Million
0.13% of portfolio
|
Q1 2024
Reduced 4.13%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Apr 30, 2024 Q1 2024 |
12,000,000
shares
|
$510 Million
0.36% of portfolio
|
Q1 2023
Reduced 22.58%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2024 Q1 2024 |
11,500,000
shares
|
$489 Million
3.22% of portfolio
|
Q1 2024
Added 283.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
10,529,991
shares
|
$447 Million
0.11% of portfolio
|
Q1 2024
Added 60.44%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
10,323,486
shares
|
$439 Million
0.12% of portfolio
|
Q1 2024
Added 16.76%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 30, 2024 Q1 2024 |
9,687,891
shares
|
$412 Million
7.9% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Churchill Management Corp
|
Apr 11, 2024 Q1 2024 |
8,632,444
shares
|
$367 Million
4.55% of portfolio
|
Q1 2024
Added 21.76%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
8,231,594
shares
|
$350 Million
0.13% of portfolio
|
Q1 2024
Added 211.3%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 15, 2024 Q1 2024 |
8,208,909
shares
|
$349 Million
8.69% of portfolio
|
Q1 2024
Added 14.48%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 13, 2024 Q1 2024 |
7,449,000
shares
|
$317 Million
1.08% of portfolio
|
Q1 2024
Reduced 6.89%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 09, 2024 Q1 2024 |
7,402,000
shares
|
$315 Million
3.51% of portfolio
|
Q1 2023
Reduced 13.95%
|
|
|
Bank Of Nova Scotia
|
May 14, 2024 Q1 2024 |
7,066,301
shares
|
$300 Million
0.63% of portfolio
|
Q1 2024
Reduced 53.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
7,034,958
shares
|
$299 Million
0.2% of portfolio
|
Q1 2024
Added 128.97%
|
|
|
Meitav Dash Investments LTD
|
May 01, 2024 Q1 2024 |
7,029,879
shares
|
$299 Million
6.01% of portfolio
|
Q1 2024
Added 22.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
6,744,970
shares
|
$287 Million
0.05% of portfolio
|
Q1 2024
Reduced 58.75%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
6,698,404
shares
|
$285 Million
0.05% of portfolio
|
Q1 2024
Added 19.83%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2024 Q1 2024 |
5,395,600
shares
|
$229 Million
0.56% of portfolio
|
Q1 2024
Reduced 60.45%
|
|