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 2,098 institutions that hold shares in the stock, with a total of 840 Million shares, which have been reported (via 13F filing form) to have a value of $41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
150,005,730
shares
|
$7.31 Billion
0.59% of portfolio
|
Q1 2025
Added 37.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
91,750,544
shares
|
$4.47 Billion
0.38% of portfolio
|
Q4 2024
Added 25.58%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
56,549,942
shares
|
$2.76 Billion
0.2% of portfolio
|
Q4 2024
Added 50.93%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
48,726,146
shares
|
$2.38 Billion
0.41% of portfolio
|
Q1 2025
Added 261.91%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
23,160,119
shares
|
$1.13 Billion
0.39% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
22,642,690
shares
|
$1.1 Billion
0.26% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
21,067,825
shares
|
$1.03 Billion
0.43% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
16,026,378
shares
|
$781 Million
0.31% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
15,689,378
shares
|
$765 Million
0.15% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,603,914
shares
|
$517 Million
0.3% of portfolio
|
Q3 2024
Added 29.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
10,330,247
shares
|
$504 Million
0.13% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
10,327,965
shares
|
$504 Million
6.73% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
10,215,310
shares
|
$498 Million
0.83% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Churchill Management Corp
|
Apr 25, 2025 Q1 2025 |
10,112,436
shares
|
$493 Million
6.44% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
9,501,933
shares
|
$463 Million
0.13% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,377,886
shares
|
$457 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
9,097,378
shares
|
$444 Million
0.24% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,456,476
shares
|
$412 Million
0.09% of portfolio
|
Q4 2024
Added 21.91%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,928,763
shares
|
$387 Million
10.51% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
7,202,847
shares
|
$351 Million
5.04% of portfolio
|
Q1 2025
Added 14.48%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
6,113,518
shares
|
$298 Million
5.83% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
6,105,246
shares
|
$298 Million
3.1% of portfolio
|
Q1 2025
Added 30.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
5,379,286
shares
|
$262 Million
0.04% of portfolio
|
Q4 2024
Added 82.67%
|
|
|
Mkp Capital Management, L.L.C.
New York, NY |
May 13, 2025 Q1 2025 |
5,140,000
shares
|
$251 Million
3.55% of portfolio
|
Q1 2025
New holding
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,046,265
shares
|
$246 Million
0.01% of portfolio
|
Q4 2024
Added 105.85%
|