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 2,108 institutions that hold shares in the stock, with a total of 793 Million shares, which have been reported (via 13F filing form) to have a value of $40.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
150,005,730
shares
|
$7.64 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
|
$4.88 Billion
0.39% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
56,945,705
shares
|
$2.9 Billion
0.21% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
23,160,119
shares
|
$1.18 Billion
0.39% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
22,642,690
shares
|
$1.15 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
|
$1.07 Billion
0.43% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
16,026,378
shares
|
$817 Million
0.31% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
15,689,378
shares
|
$800 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
|
$630 Million
0.62% of portfolio
|
Q1 2025
Added 390.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
11,816,846
shares
|
$602 Million
0.1% of portfolio
|
Q1 2025
Reduced 75.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
11,663,388
shares
|
$594 Million
0.16% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,603,914
shares
|
$540 Million
0.3% of portfolio
|
Q3 2024
Added 29.73%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
10,327,965
shares
|
$526 Million
6.73% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
10,215,310
shares
|
$521 Million
0.83% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Churchill Management Corp
|
Apr 25, 2025 Q1 2025 |
10,112,436
shares
|
$515 Million
6.44% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,377,886
shares
|
$478 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
9,097,378
shares
|
$464 Million
0.24% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,928,763
shares
|
$404 Million
10.51% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
7,241,591
shares
|
$369 Million
0.08% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
7,202,847
shares
|
$367 Million
5.04% of portfolio
|
Q1 2025
Added 14.48%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
6,113,518
shares
|
$312 Million
5.83% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
6,105,246
shares
|
$311 Million
3.1% of portfolio
|
Q1 2025
Added 30.58%
|
|
|
Mkp Capital Management, L.L.C.
New York, NY |
May 13, 2025 Q1 2025 |
5,140,000
shares
|
$262 Million
3.55% of portfolio
|
Q1 2025
New holding
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
4,713,859
shares
|
$240 Million
0.23% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
4,202,481
shares
|
$214 Million
0.04% of portfolio
|
Q1 2025
Reduced 21.88%
|