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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
4,713,859
shares
|
$230 Million
0.23% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
4,077,174
shares
|
$199 Million
3.16% of portfolio
|
Q1 2025
Reduced 62.76%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
4,077,000
shares
|
$199 Million
2.1% of portfolio
|
Q1 2025
Reduced 66.24%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
4,000,000
shares
|
$195 Million
6.2% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
3,409,942
shares
|
$166 Million
1.11% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
3,228,783
shares
|
$157 Million
0.08% of portfolio
|
Q4 2024
Reduced 52.8%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
3,132,268
shares
|
$153 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
3,125,404
shares
|
$152 Million
3.79% of portfolio
|
Q1 2025
Added 144.28%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
3,065,675
shares
|
$149 Million
0.38% of portfolio
|
Q1 2025
Added 4356.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
2,866,169
shares
|
$140 Million
2.0% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,863,375
shares
|
$140 Million
0.0% of portfolio
|
Q2 2024
Reduced 42.47%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
2,848,421
shares
|
$139 Million
0.48% of portfolio
|
Q4 2024
Added 29.36%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
2,793,714
shares
|
$136 Million
0.8% of portfolio
|
Q1 2025
Reduced 11.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,790,631
shares
|
$136 Million
0.17% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
2,705,140
shares
|
$132 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,518,653
shares
|
$123 Million
0.1% of portfolio
|
Q4 2024
Reduced 53.91%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
2,495,042
shares
|
$122 Million
6.94% of portfolio
|
Q3 2022
Added 0.0%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
2,494,635
shares
|
$122 Million
0.72% of portfolio
|
Q2 2022
Reduced 9.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,443,318
shares
|
$119 Million
0.13% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
2,412,186
shares
|
$118 Million
0.36% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,391,956
shares
|
$117 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,343,782
shares
|
$114 Million
0.14% of portfolio
|
Q1 2025
Reduced 60.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,339,020
shares
|
$114 Million
0.16% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,337,666
shares
|
$114 Million
0.24% of portfolio
|
Q1 2025
Added 30.32%
|