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 2,158 institutions that hold shares in the stock, with a total of 759 Million shares, which have been reported (via 13F filing form) to have a value of $40.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
133,084,547
shares
|
$7.03 Billion
0.47% of portfolio
|
Q3 2025
Reduced 11.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
83,056,235
shares
|
$4.39 Billion
0.33% of portfolio
|
Q2 2025
Reduced 13.22%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
44,536,194
shares
|
$2.35 Billion
0.16% of portfolio
|
Q2 2025
Reduced 21.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
25,446,566
shares
|
$1.34 Billion
0.28% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
22,039,582
shares
|
$1.16 Billion
0.37% of portfolio
|
Q3 2025
Added 20.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
20,888,469
shares
|
$1.1 Billion
0.39% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
17,164,489
shares
|
$906 Million
0.13% of portfolio
|
Q2 2025
Added 45.25%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
15,617,702
shares
|
$825 Million
0.65% of portfolio
|
Q2 2025
Added 26.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
13,511,420
shares
|
$714 Million
0.25% of portfolio
|
Q2 2025
Reduced 15.69%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
13,366,264
shares
|
$706 Million
0.13% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
11,561,737
shares
|
$611 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
11,400,140
shares
|
$602 Million
5.52% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,603,914
shares
|
$560 Million
0.3% of portfolio
|
Q3 2024
Added 29.73%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
10,077,535
shares
|
$532 Million
5.78% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
8,193,980
shares
|
$433 Million
0.08% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
8,124,031
shares
|
$429 Million
0.61% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
7,950,084
shares
|
$420 Million
0.21% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
7,362,536
shares
|
$389 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
6,140,116
shares
|
$324 Million
7.74% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
5,698,036
shares
|
$301 Million
4.43% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
5,635,354
shares
|
$298 Million
1.54% of portfolio
|
Q2 2025
Added 5614.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
5,180,520
shares
|
$274 Million
0.04% of portfolio
|
Q2 2025
Added 23.27%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
4,767,241
shares
|
$252 Million
0.54% of portfolio
|
Q2 2025
Added 55.5%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
4,077,000
shares
|
$215 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
|
$207 Million
1.88% of portfolio
|
Q2 2025
Reduced 35.86%
|