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 2,110 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $53.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
228,614,958
shares
|
$12 Billion
1.46% of portfolio
|
Q2 2025
Reduced 99.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
150,005,730
shares
|
$7.9 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
|
$5.04 Billion
0.39% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
56,945,705
shares
|
$3 Billion
0.21% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
23,160,119
shares
|
$1.22 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
|
$1.19 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
|
$1.11 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
|
$844 Million
0.31% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
15,689,378
shares
|
$827 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
|
$651 Million
0.62% of portfolio
|
Q1 2025
Added 390.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
11,816,846
shares
|
$623 Million
0.1% of portfolio
|
Q1 2025
Reduced 75.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
11,663,388
shares
|
$614 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
|
$559 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
|
$544 Million
6.73% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
10,077,535
shares
|
$531 Million
5.78% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
9,097,378
shares
|
$479 Million
0.24% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
8,120,889
shares
|
$428 Million
0.64% of portfolio
|
Q2 2025
Reduced 20.5%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
7,367,505
shares
|
$388 Million
1.01% of portfolio
|
Q2 2025
Reduced 21.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
7,241,591
shares
|
$381 Million
0.08% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
7,202,847
shares
|
$379 Million
5.04% of portfolio
|
Q1 2025
Added 14.48%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
6,105,246
shares
|
$322 Million
3.1% of portfolio
|
Q1 2025
Added 30.58%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
5,981,623
shares
|
$315 Million
7.8% of portfolio
|
Q2 2025
Reduced 24.56%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
5,768,249
shares
|
$304 Million
4.78% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Mkp Capital Management, L.L.C.
New York, NY |
May 13, 2025 Q1 2025 |
5,140,000
shares
|
$271 Million
3.55% of portfolio
|
Q1 2025
New holding
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
4,713,859
shares
|
$248 Million
0.23% of portfolio
|
Q1 2025
Added 9.86%
|