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 |
|---|---|---|---|---|---|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
3,647,049
shares
|
$193 Million
2.12% of portfolio
|
Q3 2025
Added 16.6%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
3,406,472
shares
|
$180 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
3,261,163
shares
|
$172 Million
1.02% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
3,177,670
shares
|
$168 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,041,856
shares
|
$161 Million
0.26% of portfolio
|
Q2 2025
Reduced 20.32%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
3,020,823
shares
|
$160 Million
0.1% of portfolio
|
Q2 2025
Added 252.84%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,879,565
shares
|
$152 Million
1.55% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,863,375
shares
|
$151 Million
0.0% of portfolio
|
Q2 2024
Reduced 42.47%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,832,890
shares
|
$150 Million
0.17% of portfolio
|
Q2 2025
Added 20.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,790,631
shares
|
$147 Million
0.17% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
2,714,848
shares
|
$143 Million
0.03% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
2,603,263
shares
|
$137 Million
0.66% of portfolio
|
Q3 2025
Added 22.91%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
2,495,042
shares
|
$132 Million
6.94% of portfolio
|
Q3 2022
Added 0.0%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
2,494,635
shares
|
$132 Million
0.72% of portfolio
|
Q2 2022
Reduced 9.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
2,442,526
shares
|
$129 Million
0.24% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
2,419,942
shares
|
$128 Million
0.74% of portfolio
|
Q2 2025
Reduced 29.03%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
2,412,186
shares
|
$127 Million
0.32% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
2,393,929
shares
|
$126 Million
0.24% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,335,856
shares
|
$123 Million
0.15% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
2,331,850
shares
|
$123 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,226,947
shares
|
$118 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,190,869
shares
|
$116 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Tiff Advisory Services Inc
|
Nov 06, 2025 Q3 2025 |
2,178,114
shares
|
$115 Million
24.59% of portfolio
|
Q2 2025
Added 34.5%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
2,092,158
shares
|
$110 Million
2.73% of portfolio
|
Q2 2025
Reduced 33.06%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,082,844
shares
|
$110 Million
1.93% of portfolio
|
Q3 2025
Added 107.91%
|