Financial Select Sector SPDR Fund (XLF) Institutional Ownership

$41.18
+0.12 (+0.29%)
(As of 05/7/2024 ET)

Institutional Ownership Changes (13F Filings) for Financial Select Sector SPDR Fund (NYSEARCA:XLF)

Number of
Institutional Buyers
(last 12 months)
869
Total
Institutional Inflows
(last 12 months)
$8.54B
Number of
Institutional Sellers
(last 12 months)
756
Total
Institutional Outflows
(last 12 months)
$4.81B
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XLF Institutional Buying and Selling by Quarter

Financial Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024QRG Capital Management Inc.19,202$809K0.0%+15.4%0.002%
5/7/2024Verus Capital Partners LLC4,957$209K0.0%N/A0.001%
5/7/2024Choate Investment Advisors12,410$523K0.0%+2.5%0.001%
5/7/2024Fiduciary Family Office LLC15,080$635K0.2%N/A0.002%
5/7/2024WNY Asset Management LLC15,405$649K0.1%-37.5%0.002%
5/7/2024Abbrea Capital LLC34,244$1.44M0.2%+1.1%0.004%
5/7/2024Stonebrook Private Inc.7,397$312K0.1%+9.2%0.001%
5/7/2024Concurrent Investment Advisors LLC159,201$6.71M0.3%+11.3%0.017%
5/7/2024RPG Investment Advisory LLC12,292$518K0.1%-18.7%0.001%
5/7/2024Atomi Financial Group Inc.13,208$556K0.1%-24.8%0.001%
5/7/2024Montag A & Associates Inc.35,384$1.49M0.1%+1.6%0.004%
5/7/2024WealthPLAN Partners LLC33,748$1.42M0.1%-4.0%0.004%
5/7/2024Susquehanna International Group Ltd.27,174$1.15M0.3%+1.8%0.003%
5/7/2024KCM Investment Advisors LLC853,366$35.94M1.3%+8.9%0.092%
5/7/2024NTV Asset Management LLC148,825$6.27M1.0%+5.9%0.016%
5/7/2024Highland Capital Management LLC54,474$2.29M0.1%+22.7%0.006%
5/7/2024Capital Wealth Planning LLC33,503$1.41M0.0%N/A0.004%
5/7/2024Nelson Capital Management LLC51,600$2.17M0.4%+5.7%0.006%
5/7/2024Aull & Monroe Investment Management Corp6,229$262K0.1%N/A0.001%
5/7/2024Oppenheimer Asset Management Inc.226,627$9.55M0.1%+56.1%0.024%
5/7/2024PFG Advisors9,285$391K0.0%+15.8%0.001%
5/7/2024Oppenheimer & Co. Inc.235,335$9.91M0.2%-3.6%0.025%
5/7/2024Guardian Asset Advisors LLC16,312$687K0.6%+11.2%0.002%
5/7/2024 Hilltop National Bank18,956$798K0.3%N/A0.002%
5/7/2024 Wealthspire Advisors LLC35,105$1.48M0.0%-31.9%0.004%
5/7/2024 SG Americas Securities LLC454,107$19.13M0.1%+19.1%0.049%
5/7/2024 Empowered Funds LLC111,238$4.69M0.1%N/A0.012%
5/6/2024 Quantbot Technologies LP12,999$548K0.0%-88.3%0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.96,572$4.07M0.0%+56.4%0.010%
5/6/2024 Leuthold Group LLC111,773$4.71M0.5%+115.8%0.012%
5/6/2024 OLD Second National Bank of Aurora1,458$61K0.0%-46.6%0.000%
5/6/2024 Gallacher Capital Management LLC7,619$321K0.2%+14.7%0.001%
5/6/2024 Advisory Services Network LLC143,845$6.06M0.1%+8.4%0.015%
5/6/2024 Manchester Capital Management LLC6,100$257K0.0%+4.3%0.001%
5/6/2024 Advisory Alpha LLC1,447,613$60.97M2.5%+17.5%0.155%
5/4/2024 Geneos Wealth Management Inc.205,644$8.66M0.4%-25.6%0.022%
5/4/2024 Essex LLC120,002$5.05M1.2%+12.6%0.013%
5/4/2024 Riggs Asset Managment Co. Inc.34,706$1.46M0.4%+1.2%0.004%
5/4/2024 9258 Wealth Management LLC14,564$613K0.1%N/A0.002%
5/4/2024 Csenge Advisory Group24,637$1.04M0.1%+43.2%0.003%
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5/4/2024 Joseph P. Lucia & Associates LLC44,269$1.87M1.0%+23.1%0.005%
5/4/2024 Glassman Wealth Services14,991$631K0.1%-1.8%0.002%
5/3/2024 Avidian Wealth Solutions LLC15,694$661K0.0%-16.3%0.002%
5/3/2024 Larson Financial Group LLC2,012$85K0.0%-52.0%0.000%
5/3/2024 Callan Capital LLC163,996$6.91M0.6%-2.4%0.018%
5/3/2024 Chevy Chase Trust Holdings LLC21,143$891K0.0%-72.0%0.002%
5/3/2024 Wellington Shields Capital Management LLC19,346$815K0.2%N/A0.002%
5/3/2024 Wellington Shields & Co. LLC1,502$63K0.0%N/A0.000%
5/3/2024 United Community Bank2,639$111K0.0%-49.6%0.000%
5/3/2024 Smith Salley Wealth Management25,983$1.09M0.1%-1.3%0.003%
5/3/2024 Absolute Capital Management LLC17,033$717K0.5%N/A0.002%
5/3/2024 Whittier Trust Co. of Nevada Inc.9,719$409K0.0%-18.3%0.001%
5/3/2024 Patron Partners LLC7,722$325K0.2%-7.3%0.001%
5/3/2024 Whittier Trust Co.27,091$1.14M0.0%+3.9%0.003%
5/2/2024 Mutual Advisors LLC167,122$7.04M0.2%-3.3%0.018%
5/2/2024 Salomon & Ludwin LLC419,697$17.77M1.5%+0.4%0.045%
5/2/2024 USAdvisors Wealth Management LLC10,170$426K0.2%N/A0.001%
5/2/2024 Financial Counselors Inc.105,931$4.46M0.1%-1.8%0.011%
5/2/2024 Magnolia Capital Advisors LLC8,523$344K0.3%N/A0.001%
5/2/2024 Lionsbridge Wealth Management LLC63,886$2.69M2.1%-32.3%0.007%
5/2/2024 Graypoint LLC569,387$23.98M1.7%+13.9%0.061%
5/2/2024 Lincoln National Corp108,856$4.59M0.1%-5.5%0.012%
5/2/2024 Bryn Mawr Capital Management LLC23,615$995K0.1%-1.1%0.003%
5/2/2024 Goelzer Investment Management Inc.14,363$605K0.0%-17.5%0.002%
5/2/2024 Choreo LLC8,257$348K0.0%+49.1%0.001%
5/2/2024 Moloney Securities Asset Management LLC9,409$396K0.1%-5.4%0.001%
5/2/2024 Hollencrest Capital Management31,690$1.34M0.1%+57.9%0.003%
5/2/2024 Greenwood Capital Associates LLC42,190$1.78M0.2%-20.4%0.005%
5/2/2024 High Note Wealth LLC61,442$2.59M0.8%-1.2%0.007%
5/1/2024 5th Street Advisors LLC187,142$7.88M4.5%-16.8%0.020%
5/1/2024 StoneX Group Inc.22,227$936K0.1%+1.9%0.002%
5/1/2024 Janney Capital Management LLC23,941$1.01M0.1%+7.7%0.003%
5/1/2024 KFA Private Wealth Group LLC10,594$446K0.1%+9.9%0.001%
5/1/2024 Janney Montgomery Scott LLC4,207,504$177.22M0.5%+686.9%0.455%
5/1/2024 Fairhaven Wealth Management LLC4,783$201K0.1%N/A0.001%
5/1/2024 Centric Wealth Management9,022$364K0.1%+19.4%0.001%
5/1/2024 Meitav Investment House Ltd.7,029,879$296.13M5.8%+22.0%0.760%
5/1/2024 Mirae Asset Global Investments Co. Ltd.595,644$24.67M0.0%-26.9%0.064%
5/1/2024 Concourse Financial Group Securities Inc.32,505$1.37M0.1%+3.2%0.004%
5/1/2024 Mission Wealth Management LP48,438$2.04M0.1%+3.5%0.005%
5/1/2024 ORBA Wealth Advisors L.L.C.5,039$212K0.1%N/A0.001%
5/1/2024 Leicht Financial Planning & Wealth Management Inc.108,728$4.58M2.5%-7.9%0.012%
5/1/2024 Bray Capital Advisors68,798$2.90M0.7%-6.5%0.007%
5/1/2024 Worth Financial Advisory Group LLC15,473$652K0.5%-3.0%0.002%
5/1/2024 Sequoia Financial Advisors LLC86,980$3.66M0.0%+24.7%0.009%
5/1/2024 Diversify Advisory Services LLC30,464$1.28M0.1%N/A0.003%
4/30/2024 Private Advisor Group LLC1,149,882$48.43M0.3%-1.4%0.124%
4/30/2024 Hartline Investment Corp47,317$1.99M0.4%N/A0.005%
4/30/2024 North Star Investment Management Corp.174,306$7.34M0.5%+3.2%0.019%
4/30/2024 LifePlan Financial LLC25,590$1.08M1.0%-45.7%0.003%
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4/30/2024 HB Wealth Management LLC62,675$2.64M0.0%+2.3%0.007%
4/30/2024 Turtle Creek Wealth Advisors LLC126,349$5.32M1.3%+1,984.6%0.014%
4/30/2024 SpiderRock Advisors LLC28,974$1.18M0.0%N/A0.003%
4/30/2024 Mitchell Sinkler & Starr PA22,960$967K0.2%-8.3%0.002%
4/30/2024 Fountainhead AM LLC9,835$414K0.1%+13.7%0.001%
4/30/2024 WealthBridge Capital Management LLC13,120$553K0.2%+18.0%0.001%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.9,687,891$408.05M7.9%0.0%1.047%
4/30/2024 Delta Financial Group Inc.7,567$319K0.1%-15.3%0.001%
4/30/2024 Naples Money Management LLC4,973$209K0.2%-4.8%0.001%
4/30/2024 Joel Isaacson & Co. LLC133,980$5.64M0.3%+1.2%0.014%
(Data available from 1/1/2016 forward)

XLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLF shares?

During the previous two years, 1,600 institutional investors and hedge funds held shares of Financial Select Sector SPDR Fund. The most heavily invested institutionals were Oribel Capital Management LP ($14.95B), JPMorgan Chase & Co. ($4.37B), Morgan Stanley ($1.04B), National Bank of Canada FI ($780.89M), Barclays PLC ($700.21M), Caisse DE Depot ET Placement DU Quebec ($564.39M), and California Public Employees Retirement System ($530.10M).Learn more on XLF's institutional investors.

Which institutional investors have been buying Financial Select Sector SPDR Fund stock?

Of the 1,351 institutional investors that purchased Financial Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($100.17M), Toronto Dominion Bank ($28.86M), National Bank of Canada FI ($26.16M), Bank of Nova Scotia ($22.74M), Caisse DE Depot ET Placement DU Quebec ($21.10M), Healthcare of Ontario Pension Plan Trust Fund ($18.25M), and California Public Employees Retirement System ($15.50M).

How much institutional buying is happening at Financial Select Sector SPDR Fund?

Institutional investors have bought a total of 477,933,716 shares in the last 24 months. This purchase volume represents approximately $16.23B in transactions.

Which Financial Select Sector SPDR Fund major shareholders have been selling company stock?

Of the 1,090 institutional investors that sold Financial Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($36.29M), Toronto Dominion Bank ($34.42M), Barclays PLC ($28.03M), Bank of Nova Scotia ($26.23M), TD Asset Management Inc. ($12.23M), Cibc World Markets Corp ($11.83M), and Bessemer Group Inc. ($11.32M).

How much institutional selling is happening at Financial Select Sector SPDR Fund?

Institutional investors have sold a total of 341,417,377 shares in the last 24 months. This volume of shares sold represents approximately $11.17B in transactions.


This page (NYSEARCA:XLF) was last updated on 5/8/2024 by MarketBeat.com Staff

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