SELECT SECTOR SPDR TR (XLF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,837
Reporting holders
$57.2B
Reported value
33.5%
Held as options
+55
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $6.7B | 124,154,584 | 0.37% | 31q | -14.4%-$1.1B |
| PeakShares LLC | $5.9B | 109,815 | 4.38% | 3q | +17.2%+$865.9M |
| BANK OF AMERICA CORP /DE/ | $4.2B | 78,510,008 | 0.27% | 31q | -8.7%-$400.4M |
| WELLS FARGO & COMPANY/MN | $3.2B | 45,234,207 | 0.52% | 31q | -48.4%-$3.0B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8B | 4,537,631 | 0.21% | 31q | +9.7%+$243.3M |
| MORGAN STANLEY | $2.5B | 46,449,938 | 0.13% | 35q | -6.6%-$176.9M |
| CITADEL ADVISORS LLC | $2.2B | 1,605,930 | 0.25% | 31q | -56.0%-$2.8B |
| JANE STREET GROUP, LLC | $2.1B | 3,026,674 | 0.17% | 31q | +3.4%+$67.9M |
| UBS Group AG | $2.1B | 20,608,270 | 0.26% | 31q | +12.0%+$219.4M |
| MILLENNIUM MANAGEMENT LLC | $1.5B | 4,063,701 | 0.53% | 31q | -62.1%-$2.4B |
| CITIGROUP INC | $1.4B | 8,088,919 | 0.48% | 31q | +23.0%+$268.7M |
| GOLDMAN SACHS GROUP INC | $1.4B | 24,616,315 | 0.12% | 31q | -1.8%-$26.4M |
| Jain Global LLC | $1.3B | options only | 5.21% | 6q | OPTIONS |
| ENVESTNET ASSET MANAGEMENT INC | $1.3B | 23,529,311 | 0.30% | 31q | -2.2%-$28.7M |
| Balyasny Asset Management L.P. | $1.2B | 3,781,389 | 1.55% | new | NEW |
| Parallax Volatility Advisers, L.P. | $1.2B | 1 | 2.09% | 31q | -100.0%-$2,556.5T |
| ROYAL BANK OF CANADA | $1.2B | 14,086,521 | 0.18% | 31q | +11.2%+$123.1M |
| LPL Financial LLC | $1.1B | 19,928,374 | 0.24% | 31q | -1.2%-$13.4M |
| RAYMOND JAMES FINANCIAL INC | $909.3M | 16,961,225 | 0.25% | 7q | +4.9%+$42.2M |
| CAPSTONE INVESTMENT ADVISORS, LLC | $820.7M | options only | 1.52% | 20q | OPTIONS |
| BARCLAYS PLC | $751.8M | 4,850,445 | 0.14% | 31q | +525.4%+$631.6M |
| TUDOR INVESTMENT CORP ET AL | $686.7M | 95,587 | 0.95% | 23q | -77.5%-$2.4B |
| AMERIPRISE FINANCIAL INC | $564.5M | 10,506,486 | 0.11% | 31q | -43.8%-$440.5M |
| TRUIST FINANCIAL CORP | $546.6M | 10,195,982 | 0.65% | 31q | +4.1%+$21.6M |
| Focus Partners Wealth | $524.3M | 9,780,436 | 0.54% | 11q | +16.9%+$75.8M |
| WestEnd Advisors, LLC | $464.4M | 8,662,021 | 10.35% | 12q | +11.6%+$48.2M |
| TWO SIGMA INVESTMENTS, LP | $426.6M | 7,958,200 | 0.31% | 6q | +54.2%+$149.9M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $408.9M | 7,626,613 | 1.73% | 10q | -23.3%-$124.3M |
| Point72 Asset Management, L.P. | $367.0M | 75,000 | 0.40% | 31q | +200.0%+$244.7M |
| BNP PARIBAS FINANCIAL MARKETS | $355.0M | 1,192,882 | 0.12% | 31q | +75.1%+$152.2M |
| BANK OF MONTREAL /CAN/ | $348.6M | 3,851,956 | 0.11% | 31q | +236.8%+$245.1M |
| PGIM Custom Harvest LLC | $308.8M | 5,759,931 | 3.87% | 4q | +15.1%+$40.5M |
| Allianz Asset Management GmbH | $301.9M | options only | 0.27% | 10q | OPTIONS |
| CIBC WORLD MARKET INC. | $242.4M | 4,521,414 | 0.39% | 31q | +315.2%+$184.0M |
| BSN CAPITAL PARTNERS Ltd | $230.7M | 4,296,245 | 10.43% | new | NEW |
| OSAIC HOLDINGS, INC. | $212.4M | 3,961,786 | 0.25% | 26q | +3.1%+$6.5M |
| FMR LLC | $206.5M | 3,851,680 | 0.01% | 31q | -10.5%-$24.3M |
| Caisse de depot et placement du Quebec | $201.7M | 3,761,841 | 0.29% | 2q | -6.0%-$12.8M |
| NOMURA HOLDINGS INC | $196.5M | options only | 0.23% | 31q | OPTIONS |
| MML INVESTORS SERVICES, LLC | $185.1M | 3,453,181 | 0.38% | 31q | +5.5%+$9.7M |
| Walleye Trading LLC | $178.0M | 829,456 | 0.20% | 31q | +399.4%+$142.4M |
| VICTORY CAPITAL MANAGEMENT INC | $166.1M | 3,097,589 | 0.09% | 10q | +8.8%+$13.4M |
| BlackRock, Inc. | $159.6M | 2,976,417 | 0.00% | 8q | +19.0%+$25.5M |
| MARSHALL WACE, LLP | $147.2M | 631,621 | 0.12% | 9q | +90.0%+$69.7M |
| MENORA MIVTACHIM HOLDINGS LTD. | $144.7M | 2,699,442 | 0.56% | 14q | -1.4%-$2.0M |
| Cetera Investment Advisers | $144.1M | 2,687,614 | 0.13% | 31q | +1.3%+$1.9M |
| J.Safra Asset Management Corp | $140.0M | 2,612,117 | 6.45% | 27q | HELD |
| NATIXIS | $135.3M | 2,523,947 | 0.54% | 15q | HELD |
| ExodusPoint Capital Management, LP | $134.0M | 1,300,110 | 0.86% | 2q | +2287.3%+$128.4M |
| MEITAV INVESTMENT HOUSE LTD | $133.1M | 2,482,473 | 0.90% | 31q | -24.8%-$44.0M |
| Squarepoint Ops LLC | $126.2M | 927,674 | 0.14% | 14q | HELD |
| CAPITAL FUND MANAGEMENT S.A. | $125.3M | 778,421 | 0.55% | 29q | +970.3%+$113.6M |
| CREDIT AGRICOLE S A | $124.9M | options only | 0.25% | 23q | OPTIONS |
| STIFEL FINANCIAL CORP | $122.6M | 2,286,131 | 0.10% | 31q | -9.4%-$12.7M |
| Caption Management, LLC | $118.5M | 1,149,802 | 0.55% | 3q | +3329.1%+$115.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $116.7M | 2,176,030 | 0.07% | 30q | +117.4%+$63.0M |
| HighTower Advisors, LLC | $116.5M | 2,173,984 | 0.11% | 31q | -2.5%-$3.0M |
| NORTHERN TRUST CORP | $114.9M | 2,143,364 | 0.01% | 31q | +2.5%+$2.8M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $112.0M | 2,091,321 | 0.70% | 27q | +4233.3%+$109.4M |
| TORONTO DOMINION BANK | $111.3M | 315,821 | 0.13% | 31q | +2760.4%+$107.4M |
| PETREDIS INVESTMENT ADVISORS LLC | $107.3M | 2,002,084 | 7.23% | 15q | HELD |
| Rockefeller Capital Management L.P. | $105.5M | 1,968,609 | 0.16% | 30q | +2.7%+$2.8M |
| Advisory Alpha, LLC | $104.9M | 1,956,757 | 2.57% | 22q | +2.6%+$2.7M |
| AGF MANAGEMENT LTD | $103.0M | 1,920,670 | 0.40% | 15q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $102.3M | 1,907,403 | 1.84% | 22q | +3.8%+$3.7M |
| Migdal Insurance & Financial Holdings Ltd. | $101.2M | 1,887,945 | 0.65% | 31q | HELD |
| Saudi Central Bank | $96.6M | 1,717,269 | 1.27% | 5q | HELD |
| Phoenix Financial Ltd. | $91.3M | 1,702,899 | 0.62% | 27q | -26.0%-$32.1M |
| BANK OF NOVA SCOTIA | $89.2M | 1,658,247 | 0.13% | 24q | -30.1%-$38.4M |
| Gerber Kawasaki Wealth & Investment Management | $88.1M | 1,643,386 | 2.35% | 31q | +10.6%+$8.4M |
| Verition Fund Management LLC | $79.5M | 1,360,396 | 0.20% | 26q | +274.2%+$58.2M |
| CAPTRUST FINANCIAL ADVISORS | $78.0M | 1,454,156 | 0.12% | 31q | +29.9%+$18.0M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $77.0M | 1,436,292 | 3.16% | 21q | HELD |
| Dynasty Wealth Management, LLC | $76.8M | 1,431,665 | 0.57% | 6q | +1.9%+$1.4M |
| Quotient Wealth Partners, LLC | $72.6M | 1,353,310 | 1.71% | 6q | +2.5%+$1.8M |
| PNC Financial Services Group, Inc. | $69.2M | 1,290,825 | 0.03% | 31q | -3.1%-$2.2M |
| Jefferies Financial Group Inc. | $68.5M | 125,789 | 0.45% | 15q | -12.3%-$9.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $67.3M | 1,255,976 | 0.08% | 31q | -15.1%-$12.0M |
| Qube Research & Technologies Ltd | $65.7M | 1,017,964 | 0.06% | 5q | +746.6%+$57.9M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $63.3M | 80,000 | 0.09% | 11q | -93.3%-$885.6M |
| Capital Investment Advisors, LLC | $59.8M | 1,114,704 | 0.79% | 31q | -1.9%-$1.1M |
| US BANCORP \DE\ | $59.5M | 1,110,564 | 0.07% | 31q | HELD |
| ASSETMARK, INC | $58.2M | 1,085,682 | 0.10% | 31q | -0.8%-$446.2K |
| FIFTH THIRD BANCORP | $57.1M | 1,064,352 | 0.09% | 31q | -2.1%-$1.2M |
| Gradient Investments LLC | $56.2M | 1,047,939 | 0.78% | 31q | +14.5%+$7.1M |
| HSBC HOLDINGS PLC | $54.9M | 988,256 | 0.02% | 31q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $54.4M | 1,015,206 | 0.02% | 23q | +8.0%+$4.0M |
| Cerity Partners LLC | $54.0M | 1,006,584 | 0.07% | 23q | -1.3%-$731.7K |
| Farther Finance Advisors, LLC | $52.7M | 983,664 | 0.41% | 15q | +11.2%+$5.3M |
| Corient Private Wealth LP | $51.8M | 967,105 | 0.03% | 15q | +21.7%+$9.2M |
| INVICTUS PRIVATE WEALTH, LLC | $50.6M | 944,769 | 2.72% | 15q | +2.8%+$1.4M |
| KCM INVESTMENT ADVISORS LLC | $46.6M | 868,463 | 1.38% | 31q | +1.0%+$451.9K |
| TIFF ADVISORY SERVICES, LLC | $45.5M | 847,790 | 11.14% | 31q | -45.6%-$38.1M |
| Integrated Wealth Concepts LLC | $44.9M | 837,733 | 0.22% | 31q | +50.9%+$15.2M |
| Trilogy Capital Inc. | $44.3M | 825,506 | 1.72% | 15q | +629.1%+$38.2M |
| Composition Wealth, LLC | $40.7M | 759,682 | 0.48% | 9q | +18.4%+$6.3M |
| PEAK6 LLC | $39.0M | 40,328 | 0.08% | 7q | HELD |
| Merit Financial Group, LLC | $38.4M | 713,708 | 0.12% | 18q | +112.1%+$20.3M |
| Concurrent Investment Advisors, LLC | $38.0M | 707,930 | 0.32% | 11q | +18.3%+$5.9M |
| Maven Securities LTD | $37.3M | 696,461 | 0.74% | 11q | -5.9%-$2.3M |
Showing the largest 100 of 1,910 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,837 | $57.2B | 708,098,647 | 147 | 576 | 623 | 33.5% |
| Q1 2026 | 1,782 | $56.1B | 776,079,305 | 101 | 525 | 685 | 31.8% |
| Q4 2025 | 1,898 | $59.6B | 659,966,358 | 165 | 617 | 584 | 39.4% |
| Q3 2025 | 1,749 | $65.6B | 829,332,975 | 128 | 621 | 519 | 32.0% |
| Q2 2025 | 1,731 | $55.8B | 664,785,481 | 116 | 535 | 651 | 37.6% |
| Q1 2025 | 1,724 | $57.4B | 728,234,057 | 146 | 641 | 550 | 36.8% |
| Q4 2024 | 1,693 | $62.0B | 691,361,460 | 153 | 639 | 393 | 46.1% |
| Q3 2024 | 1,496 | $57.0B | 778,181,330 | 157 | 491 | 478 | 38.1% |
| Q2 2024 | 1,399 | $49.8B | 796,745,713 | 105 | 448 | 477 | 34.2% |
| Q1 2024 | 1,415 | $55.9B | 874,055,256 | 147 | 430 | 472 | 34.2% |
| Q4 2023 | 1,357 | $42.1B | 779,659,901 | 129 | 379 | 471 | 30.5% |
| Q3 2023 | 1,226 | $32.5B | 627,196,371 | 87 | 321 | 484 | 36.0% |
| Q2 2023 | 1,230 | $31.3B | 648,309,987 | 96 | 298 | 556 | 30.3% |
| Q1 2023 | 1,247 | $27.5B | 591,743,747 | 101 | 374 | 493 | 32.5% |
| Q4 2022 | 1,226 | $26.5B | 520,817,373 | 154 | 360 | 399 | 34.2% |
| Q3 2022 | 1,323 | $58.4B | 619,113,210 | 66 | 371 | 556 | 67.8% |
| Q2 2022 | 1,397 | $27.2B | 618,440,287 | 83 | 398 | 589 | 28.6% |
| Q1 2022 | 1,535 | $42.9B | 824,850,496 | 134 | 576 | 484 | 26.4% |
| Q4 2021 | 1,542 | $44.2B | 773,452,022 | 112 | 604 | 375 | 31.7% |
| Q3 2021 | 1,379 | $39.8B | 743,393,792 | 120 | 558 | 397 | 30.4% |
| Q2 2021 | 1,351 | $38.8B | 714,628,802 | 149 | 523 | 382 | 32.5% |
| Q1 2021 | 1,294 | $37.6B | 780,852,745 | 224 | 513 | 301 | 29.4% |
| Q4 2020 | 1,147 | $27.5B | 594,964,224 | 149 | 342 | 356 | 36.2% |
| Q3 2020 | 998 | $19.5B | 487,657,640 | 89 | 249 | 414 | 39.9% |
| Q2 2020 | 1,023 | $20.1B | 517,137,595 | 146 | 298 | 400 | 40.4% |
| Q1 2020 | 992 | $16.8B | 552,875,245 | 108 | 268 | 457 | 30.9% |
| Q4 2019 | 1,146 | $21.7B | 491,391,384 | 110 | 318 | 357 | 30.2% |
| Q3 2019 | 1,011 | $20.0B | 515,600,132 | 84 | 212 | 466 | 27.8% |
| Q2 2019 | 995 | $21.3B | 582,182,779 | 98 | 256 | 431 | 24.7% |
| Q1 2019 | 1,007 | $18.6B | 559,469,224 | 79 | 252 | 471 | 22.6% |
| Q4 2018 | 1,047 | $19.8B | 599,226,682 | 5 | 11 | 20 | 27.7% |