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 1,837 institutions that hold shares in the stock, with a total of 695 Million shares, which have been reported (via 13F filing form) to have a value of $34.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
134,517,139
shares
|
$6.71 Billion
0.5% of portfolio
|
Q3 2024
Reduced 12.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
73,059,144
shares
|
$3.64 Billion
0.28% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
37,468,219
shares
|
$1.87 Billion
0.13% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
17,602,154
shares
|
$878 Million
0.18% of portfolio
|
Q3 2024
Added 26.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
17,063,862
shares
|
$851 Million
0.26% of portfolio
|
Q3 2024
Added 58.02%
|
|
|
Barclays PLC
London, X0 |
Nov 15, 2024 Q3 2024 |
15,836,576
shares
|
$790 Million
0.19% of portfolio
|
Q3 2024
Reduced 38.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
15,035,281
shares
|
$750 Million
0.31% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
12,952,201
shares
|
$646 Million
0.13% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
12,109,312
shares
|
$604 Million
8.23% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
11,637,382
shares
|
$580 Million
0.09% of portfolio
|
Q3 2024
Added 20.68%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
11,000,000
shares
|
$549 Million
0.5% of portfolio
|
Q2 2024
Added 266.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,603,914
shares
|
$529 Million
0.3% of portfolio
|
Q3 2024
Added 29.73%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
10,343,344
shares
|
$516 Million
5.42% of portfolio
|
Q3 2024
Added 18.22%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
10,328,231
shares
|
$515 Million
8.07% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
10,085,791
shares
|
$503 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
8,666,906
shares
|
$432 Million
8.04% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
8,311,000
shares
|
$414 Million
3.33% of portfolio
|
Q2 2024
Added 12.28%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
7,980,573
shares
|
$398 Million
0.57% of portfolio
|
Q3 2024
Added 37.37%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
7,624,892
shares
|
$380 Million
0.96% of portfolio
|
Q3 2024
Added 43.97%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
7,417,854
shares
|
$370 Million
5.8% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
6,936,752
shares
|
$346 Million
0.07% of portfolio
|
Q3 2024
Reduced 32.5%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
6,840,557
shares
|
$341 Million
0.16% of portfolio
|
Q3 2024
Added 144.85%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
6,478,315
shares
|
$323 Million
7.23% of portfolio
|
Q3 2024
Added 49.79%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
Nov 14, 2024 Q3 2024 |
6,000,000
shares
|
$299 Million
11.3% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,465,000
shares
|
$273 Million
0.23% of portfolio
|
Q3 2024
Added 84.32%
|