SS Financial Select SectorXLFETF
13F holders, Q1 2024 (March 31)1,516holders
8famous investors
$42.16avg. 13F price*
At the end of Q1 2024, 1,516 institutions reported holding SS Financial Select Sector (XLF) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($6.1B), Bank of America Corp. ($3.1B) and Morgan Stanley ($1.5B). 8 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- SS Financial Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q1 2024)
- CUSIP
- 81369Y605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 150 | $524.4M |
| Exits | 93 | $351.2M |
Ownership 1,516 holders
| JPMorgan Chase & Co. | 0.54% | Add +18.8% | 144,130,208 | $6.1B |
| Bank of America Corp. | 0.30% | Add +12.6% | 73,218,028 | $3.1B |
| Morgan Stanley | 0.12% | Add +5.8% | 35,770,095 | $1.5B |
| UBS Group AG | 0.24% | Add +22.6% | 17,240,203 | $726.2M |
| Barclays PLC | 0.32% | Add +36.1% | 16,618,836 | $700.0M |
| Phoenix Financial Ltd. | 8.72% | Add +13.9% | 14,985,518 | $631.4M |
| National Bank of Canada | 0.97% | Reduce -34.8% | 13,491,011 | $564.3M |
| LPL Financial LLC | 0.30% | Add +8.8% | 13,258,609 | $558.5M |
| Wells Fargo & Company | 0.15% | Reduce -4.1% | 13,110,716 | $552.2M |
| California Public Employees Retirement System | 0.36% | No change | 12,000,000 | $505.4M |
| Cibc World Markets Corp. | 3.18% | Add +283.3% | 11,500,000 | $484.4M |
| Royal Bank of Canada | 0.11% | Add +60.4% | 10,529,991 | $443.5M |
| Ameriprise Financial Inc. | 0.12% | Add +16.8% | 10,323,486 | $434.6M |
| Harel Insurance Investments & Financial Services Ltd. | 7.91% | Reduce -0.0% | 9,687,891 | $408.1M |
| CHURCHILL MANAGEMENT Corp | 4.54% | Add +21.8% | 8,632,444 | $363.6M |
| Envestnet Asset Management Inc. | 0.13% | Add +211.3% | 8,231,594 | $346.7M |
| PGIM Custom Harvest LLC | 8.56% | Add +14.5% | 8,208,909 | $345.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.11% | Reduce -6.9% | 7,449,000 | $313.8M |
| Clal Insurance Enterprises Holdings Ltd | 3.52% | No change | 7,402,000 | $311.8M |
| BNP Paribas Financial Markets | 0.38% | Add +136.5% | 7,141,430 | $300.8M |
| Bank of Nova Scotia | 0.61% | Reduce -53.1% | 7,066,301 | $297.6M |
| Raymond James & Associates | 0.20% | Add +129.0% | 7,034,958 | $296.3M |
| Meitav Investment House Ltd. | 5.80% | Add +22.0% | 7,029,879 | $296.1M |
| Susquehanna International Group, LLP | 0.43% | Reduce -58.8% | 6,744,970 | $284.1M |
| Goldman Sachs Group Inc. | 0.06% | Add +19.8% | 6,698,404 | $282.1M |
| Caisse de depot et placement du Quebec | 0.55% | Reduce -60.5% | 5,395,600 | $227.3M |
| Citigroup Inc. | 0.24% | Add +53.5% | 5,224,058 | $220.0M |
| BlackRock Inc. | 0.00% | Add +12.0% | 4,977,438 | $209.6M |
| Truist Financial Corp. | 0.31% | Add +427.0% | 4,912,662 | $206.9M |
| TD Asset Management Inc | 0.18% | Add +32.7% | 4,475,858 | $188.5M |
| Janney Montgomery Scott LLC | 0.53% | Add +686.9% | 4,207,504 | $177.2M |
| Auto-Owners Insurance Co | 4.67% | No change | 4,197,400 | $176.8M |
| FMR LLC | 0.01% | Reduce -0.6% | 3,670,361 | $154.6M |
| WestEnd Advisors, LLC | 3.71% | Add +172658.0% | 3,399,878 | $143.2M |
| MKP Capital Management, L.L.C. | 15.74% | Reduce -69.5% | 3,310,000 | $139.4M |
| Manufacturers Life Insurance Company, The | 0.13% | Add +106.9% | 3,283,349 | $138.3M |
| Itau Unibanco Holding S.A. | 5.58% | New | 3,092,040 | $130.2M |
| Canada Pension Plan Investment Board | 0.13% | Reduce -57.1% | 3,000,000 | $126.4M |
| D. E. Shaw & Co. | 0.17% | Add +1357.3% | 2,965,000 | $124.9M |
| Migdal Insurance & Financial Holdings Ltd. | 1.94% | Add +12.9% | 2,880,934 | $121.3M |
| CW Advisors, LLC | 2.10% | Add +39.1% | 2,880,327 | $121.3M |
| Raymond James Financial Services Advisors, Inc. | 0.17% | Add +5.1% | 2,786,451 | $117.4M |
| Agf Management Ltd. | 0.60% | Reduce -12.8% | 2,568,769 | $108.2M |
| Osaic Holdings, Inc. | 0.24% | Reduce -6.7% | 2,534,200 | $106.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +82.8% | 2,514,733 | $105.9M |
| HighTower Advisors, LLC | 0.14% | Reduce -23.6% | 2,119,253 | $89.3M |
| Twin Tree Management, LP | 1.99% | Add +338.3% | 2,084,997 | $87.8M |
| Spire Wealth Management | 1.50% | Add +0.6% | 855,907 | $81.7M |
| Capital Investment Advisors, LLC | 1.89% | Reduce -13.1% | 1,922,127 | $81.0M |
| Northern Trust Corp. | 0.01% | Add +7.4% | 1,914,781 | $80.7M |
| Millennium Management | 0.07% | Add +125.7% | 1,852,996 | $78.0M |
| Swan Global Investments, LLC | 3.79% | Reduce -8.0% | 1,827,173 | $77.0M |
| Stifel Financial Corp. | 0.09% | Add +12.9% | 1,823,413 | $76.8M |
| Toronto Dominion Bank | 0.12% | Reduce -72.6% | 1,821,095 | $76.7M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 6.47% | Add +46.7% | 1,766,748 | $74.4M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 6.78% | No change | 1,669,570 | $70.3M |
| Petredis Investment Advisors LLC | 7.92% | Add +2.5% | 1,566,554 | $66.0M |
| Rockefeller Capital Management L.P. | 0.18% | Reduce -2.3% | 1,473,289 | $62.1M |
| Advisory Alpha, LLC | 2.50% | Add +17.5% | 1,447,613 | $61.0M |
| J.Safra Asset Management Corp | 6.71% | Reduce -25.6% | 1,407,141 | $59.3M |
| Commonwealth Equity Services, LLC | 0.10% | Add +10.7% | 1,403,926 | $59.1M |
| Richard Bernstein Advisors LLC | 1.27% | Reduce -4.1% | 1,402,363 | $59.1M |
| Advisors Preferred, LLC | 9.93% | Reduce -9.3% | 1,407,442 | $59.0M |
| State Street Corp. | 0.00% | Add +3.1% | 1,342,691 | $56.6M |
| Maven Securities LTD | 3.28% | Add +95.6% | 1,305,438 | $55.0M |
| PNC Financial Services Group, Inc. | 0.04% | Add +11.3% | 1,273,495 | $53.6M |
| Rokos Capital Management LLP | 1.29% | New | 1,176,000 | $49.5M |
| Cetera Investment Advisers | 0.12% | Add +345.7% | 1,166,332 | $49.1M |
| US Bancorp \de | 0.07% | Reduce -0.7% | 1,163,316 | $49.0M |
| Private Advisor Group, LLC | 0.35% | Reduce -1.4% | 1,149,882 | $48.4M |
| Franklin Resources Inc. | 0.02% | Add +4174.5% | 1,140,732 | $48.0M |
| One River Asset Management, LLC | 14.89% | Reduce -51.2% | 1,125,300 | $47.4M |
| Foundations Investment Advisors, LLC | 1.23% | Add +8.9% | 1,113,260 | $46.9M |
| Factory Mutual Insurance Co. | 0.52% | No change | 1,075,573 | $45.3M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +9.7% | 1,075,100 | $45.3M |
| Victory Capital Management Inc. | 0.04% | New | 1,042,259 | $43.9M |
| Natixis | 0.23% | Reduce -1.2% | 1,001,511 | $42.2M |
| Armstrong Advisory Group, Inc. | 4.05% | No change | 1,108,961 | $41.7M |
| Exchange Traded Concepts, LLC | 1.05% | Reduce -43.1% | 959,415 | $40.4M |
| Gerber Kawasaki Wealth & Investment Management | 2.05% | Add +3.9% | 902,171 | $38.0M |
| Jane Street Group, LLC | 0.05% | Add +3369.1% | 894,323 | $37.7M |
| Cwm, LLC | 0.18% | Add +28.8% | 891,683 | $37.6M |
| New York Life Investment Management LLC | 0.36% | Reduce -17.1% | 866,619 | $36.5M |
| KCM Investment Advisors LLC | 1.34% | Add +8.9% | 853,366 | $35.9M |
| Cibc World Market Inc. | 0.09% | Reduce -66.7% | 849,040 | $35.8M |
| Yelin Lapidot Holdings Management Ltd. | 7.29% | No change | 840,890 | $35.4M |
| Bank of Montreal | 0.01% | Reduce -15.7% | 844,671 | $35.4M |
| MML Investors Services, LLC | 0.14% | Reduce -2.0% | 818,169 | $34.5M |
| Pathstone Holdings, LLC | 0.15% | Add +1.4% | 741,138 | $31.2M |
| Invictus Private Wealth, LLC | 2.75% | Add +1.3% | 734,491 | $30.9M |
| Dakota Wealth Management | 0.77% | Add +71.3% | 731,872 | $30.8M |
| Alps Advisors Inc. | 0.22% | Reduce -12.5% | 731,093 | $30.8M |
| Lido Advisors, LLC | 0.28% | Add +219.3% | 728,253 | $30.7M |
| Assetmark, Inc. | 0.10% | Add +269.4% | 720,698 | $30.4M |
| Campbell Wealth Management | 2.99% | Add +4.9% | 714,574 | $30.1M |
| Tradewinds Capital Management, LLC | 8.22% | New | 706,060 | $29.7M |
| NSI Retail Advisors, LLC | 4.36% | No change | 688,900 | $29.0M |
| CSM Advisors, LLC | 1.91% | No change | 688,900 | $29.0M |
| Thrivent Financial for Lutherans | 0.06% | Add +67.7% | 687,146 | $28.9M |
| Trek Financial, LLC | 2.28% | Add +66.6% | 683,399 | $28.8M |
"% of holder's portfolio" is XLF's weight in each manager's 13F, not the share of SS Financial Select Sector the manager owns.