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 2,116 institutions that hold shares in the stock, with a total of 994 Million shares, which have been reported (via 13F filing form) to have a value of $51.6 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
|
$11.9 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
|
$7.78 Billion
0.59% of portfolio
|
Q1 2025
Added 37.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
83,056,235
shares
|
$4.31 Billion
0.33% of portfolio
|
Q2 2025
Reduced 13.22%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
56,945,705
shares
|
$2.95 Billion
0.21% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
25,446,566
shares
|
$1.32 Billion
0.28% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
20,888,469
shares
|
$1.08 Billion
0.39% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
18,341,828
shares
|
$951 Million
0.29% of portfolio
|
Q2 2025
Reduced 20.8%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
17,164,489
shares
|
$890 Million
0.13% of portfolio
|
Q2 2025
Added 45.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
16,026,378
shares
|
$831 Million
0.31% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
13,366,264
shares
|
$693 Million
0.13% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
12,354,667
shares
|
$641 Million
0.62% of portfolio
|
Q1 2025
Added 390.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
11,561,737
shares
|
$599 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
11,403,681
shares
|
$591 Million
6.83% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,603,914
shares
|
$550 Million
0.3% of portfolio
|
Q3 2024
Added 29.73%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
10,077,535
shares
|
$523 Million
5.78% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
8,193,980
shares
|
$425 Million
0.08% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
8,120,889
shares
|
$421 Million
0.64% of portfolio
|
Q2 2025
Reduced 20.5%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
7,950,084
shares
|
$412 Million
0.21% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
7,367,505
shares
|
$382 Million
1.01% of portfolio
|
Q2 2025
Reduced 21.44%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
5,981,623
shares
|
$310 Million
7.8% of portfolio
|
Q2 2025
Reduced 24.56%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
5,768,249
shares
|
$299 Million
4.78% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
5,635,354
shares
|
$292 Million
1.54% of portfolio
|
Q2 2025
Added 5614.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
5,180,520
shares
|
$269 Million
0.04% of portfolio
|
Q2 2025
Added 23.27%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
4,767,241
shares
|
$247 Million
0.54% of portfolio
|
Q2 2025
Added 55.5%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
4,077,000
shares
|
$211 Million
2.1% of portfolio
|
Q1 2025
Reduced 66.24%
|