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 2,045 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $36.1 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
|
$5.29 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
|
$4.45 Billion
0.38% of portfolio
|
Q4 2024
Added 25.58%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
56,549,942
shares
|
$2.74 Billion
0.2% of portfolio
|
Q4 2024
Added 50.93%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
22,207,028
shares
|
$1.08 Billion
0.36% of portfolio
|
Q4 2024
Added 30.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
19,785,740
shares
|
$960 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
|
$920 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
|
$777 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
|
$653 Million
0.11% of portfolio
|
Q4 2024
Added 15.69%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
13,338,881
shares
|
$647 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
|
$586 Million
5.26% of portfolio
|
Q4 2024
Added 45.31%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Feb 13, 2025 Q4 2024 |
10,948,003
shares
|
$531 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
|
$515 Million
0.3% of portfolio
|
Q3 2024
Added 29.73%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
10,440,657
shares
|
$507 Million
0.31% of portfolio
|
Q4 2024
Added 135.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
10,330,247
shares
|
$501 Million
0.13% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
10,327,698
shares
|
$501 Million
8.17% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
10,316,298
shares
|
$501 Million
5.49% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
10,021,492
shares
|
$486 Million
0.77% of portfolio
|
Q4 2024
Added 25.57%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
9,641,304
shares
|
$468 Million
1.29% of portfolio
|
Q4 2024
Added 26.45%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
9,501,933
shares
|
$461 Million
0.13% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
8,851,109
shares
|
$429 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
|
$410 Million
0.09% of portfolio
|
Q4 2024
Added 21.91%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
8,275,056
shares
|
$402 Million
10.2% of portfolio
|
Q4 2024
Added 27.73%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
6,861,680
shares
|
$333 Million
5.85% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
6,292,033
shares
|
$305 Million
4.36% of portfolio
|
Q4 2024
Added 227.43%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
6,003,391
shares
|
$291 Million
0.39% of portfolio
|
Q4 2024
Added 60.95%
|