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 |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
2,035,761
shares
|
$108 Million
0.07% of portfolio
|
Q2 2025
Reduced 24.74%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,990,243
shares
|
$105 Million
0.05% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2025 Q3 2025 |
1,942,284
shares
|
$103 Million
8.39% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,934,167
shares
|
$102 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,869,070
shares
|
$98.7 Million
0.19% of portfolio
|
Q2 2025
Added 518.26%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,744,694
shares
|
$92.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.61%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,738,023
shares
|
$91.8 Million
0.21% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Saudi Central Bank
Riyadh, T0 |
Aug 14, 2025 Q2 2025 |
1,717,269
shares
|
$90.7 Million
3.74% of portfolio
|
Q2 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
1,705,859
shares
|
$90.1 Million
5.96% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
1,700,560
shares
|
$89.8 Million
2.03% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,668,717
shares
|
$88.1 Million
0.16% of portfolio
|
Q3 2023
Reduced 6.78%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
1,644,491
shares
|
$86.8 Million
3.07% of portfolio
|
Q2 2025
Added 34.8%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
1,622,239
shares
|
$85.7 Million
1.17% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
1,618,022
shares
|
$85.4 Million
6.11% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,600,953
shares
|
$84.5 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2025 Q2 2025 |
1,556,964
shares
|
$82.2 Million
0.5% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 03, 2025 Q3 2025 |
1,488,411
shares
|
$78.6 Million
1.09% of portfolio
|
Q3 2025
Reduced 51.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,484,067
shares
|
$78.4 Million
0.18% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,302,361
shares
|
$68.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,281,857
shares
|
$67.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,270,097
shares
|
$67.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,246,641
shares
|
$65.8 Million
0.2% of portfolio
|
Q2 2025
Reduced 13.63%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
1,183,735
shares
|
$62.5 Million
0.03% of portfolio
|
Q2 2025
Added 125.24%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
1,155,778
shares
|
$61 Million
1.71% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
1,118,040
shares
|
$59 Million
7.85% of portfolio
|
Q2 2025
Added 3.94%
|