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 2,162 institutions that hold shares in the stock, with a total of 765 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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
133,084,547
shares
|
$6.98 Billion
0.47% of portfolio
|
Q3 2025
Reduced 11.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
84,741,775
shares
|
$4.44 Billion
0.32% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
47,415,076
shares
|
$2.49 Billion
0.16% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
38,005,847
shares
|
$1.99 Billion
0.4% of portfolio
|
Q3 2025
Added 49.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
24,158,554
shares
|
$1.27 Billion
0.41% of portfolio
|
Q3 2025
Added 15.65%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
22,039,582
shares
|
$1.16 Billion
0.37% of portfolio
|
Q3 2025
Added 20.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
21,062,086
shares
|
$1.1 Billion
0.15% of portfolio
|
Q3 2025
Added 22.71%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
15,169,574
shares
|
$796 Million
0.13% of portfolio
|
Q3 2025
Added 13.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
14,244,098
shares
|
$747 Million
0.19% of portfolio
|
Q3 2025
Added 23.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
13,535,506
shares
|
$710 Million
0.24% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
11,400,140
shares
|
$598 Million
5.52% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,814,100
shares
|
$567 Million
0.99% of portfolio
|
Q3 2025
Added 478.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,603,914
shares
|
$556 Million
0.3% of portfolio
|
Q3 2024
Added 29.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
10,147,017
shares
|
$532 Million
0.09% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
10,078,273
shares
|
$529 Million
8.36% of portfolio
|
Q3 2025
New holding
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
10,077,535
shares
|
$529 Million
5.78% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
8,124,031
shares
|
$426 Million
0.61% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
7,362,536
shares
|
$386 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
6,140,116
shares
|
$322 Million
7.74% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
5,829,961
shares
|
$306 Million
11.63% of portfolio
|
Q3 2025
New holding
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
5,698,036
shares
|
$299 Million
4.43% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,381,652
shares
|
$282 Million
0.43% of portfolio
|
Q3 2025
Added 120.33%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
5,204,613
shares
|
$273 Million
0.13% of portfolio
|
Q3 2025
Reduced 34.53%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
4,593,671
shares
|
$241 Million
1.39% of portfolio
|
Q3 2025
Added 40.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
4,032,644
shares
|
$212 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.16%
|
|