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 2,057 institutions that hold shares in the stock, with a total of 762 Million shares, which have been reported (via 13F filing form) to have a value of $35.5 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
|
$5.08 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
|
$4.28 Billion
0.38% of portfolio
|
Q4 2024
Added 25.58%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
56,549,942
shares
|
$2.64 Billion
0.2% of portfolio
|
Q4 2024
Added 50.93%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
22,207,028
shares
|
$1.04 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
|
$923 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
|
$885 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
|
$747 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
|
$628 Million
0.11% of portfolio
|
Q4 2024
Added 15.69%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
13,338,881
shares
|
$622 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
|
$563 Million
5.26% of portfolio
|
Q4 2024
Added 45.31%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Feb 13, 2025 Q4 2024 |
10,948,003
shares
|
$511 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
|
$495 Million
0.3% of portfolio
|
Q3 2024
Added 29.73%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
10,440,657
shares
|
$487 Million
0.31% of portfolio
|
Q4 2024
Added 135.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
10,330,247
shares
|
$482 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
|
$482 Million
8.17% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
10,316,298
shares
|
$481 Million
5.49% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
10,021,492
shares
|
$468 Million
0.77% of portfolio
|
Q4 2024
Added 25.57%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
9,501,933
shares
|
$443 Million
0.13% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,377,886
shares
|
$437 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
8,851,109
shares
|
$413 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
|
$394 Million
0.09% of portfolio
|
Q4 2024
Added 21.91%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
8,275,056
shares
|
$386 Million
10.2% of portfolio
|
Q4 2024
Added 27.73%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
6,861,680
shares
|
$320 Million
5.85% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
6,292,033
shares
|
$294 Million
4.36% of portfolio
|
Q4 2024
Added 227.43%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
6,003,391
shares
|
$280 Million
0.39% of portfolio
|
Q4 2024
Added 60.95%
|