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 1,869 institutions that hold shares in the stock, with a total of 703 Million shares, which have been reported (via 13F filing form) to have a value of $35.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
134,517,139
shares
|
$6.84 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
|
$3.72 Billion
0.28% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
37,468,219
shares
|
$1.91 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
|
$895 Million
0.18% of portfolio
|
Q3 2024
Added 26.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
17,063,862
shares
|
$868 Million
0.26% of portfolio
|
Q3 2024
Added 58.02%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
15,836,576
shares
|
$805 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
|
$765 Million
0.31% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
12,952,201
shares
|
$659 Million
0.13% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
12,109,312
shares
|
$616 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
|
$592 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
|
$559 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
|
$539 Million
0.3% of portfolio
|
Q3 2024
Added 29.73%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
10,327,698
shares
|
$525 Million
8.17% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
10,316,298
shares
|
$525 Million
5.49% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
10,085,791
shares
|
$513 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
9,641,304
shares
|
$490 Million
1.29% of portfolio
|
Q4 2024
Added 26.45%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
8,666,906
shares
|
$441 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
|
$423 Million
3.33% of portfolio
|
Q2 2024
Added 12.28%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
7,980,573
shares
|
$406 Million
0.57% of portfolio
|
Q3 2024
Added 37.37%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
7,417,854
shares
|
$377 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
|
$353 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
|
$348 Million
0.16% of portfolio
|
Q3 2024
Added 144.85%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
6,478,315
shares
|
$329 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
|
$305 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
|
$278 Million
0.23% of portfolio
|
Q3 2024
Added 84.32%
|