SS Financial Select SectorXLFETF
13F holders, Q3 2024 (September 30)1,587holders +90
168new positions
78sold out
10famous investors
$45.29avg. 13F price*
At the end of Q3 2024, 1,587 institutions reported holding SS Financial Select Sector (XLF) in their 13F filings, up 90 from Q2 2024. 168 opened new positions and 78 sold out. The largest holders were JPMorgan Chase & Co. ($6.1B), Bank of America Corp. ($3.3B) and Morgan Stanley ($1.7B). 10 famous investors held it, including George Soros (3.6% of Soros Fund Management's portfolio), David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.3% of Millennium Management's portfolio).
- Company
- SS Financial Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q3 2024)
- CUSIP
- 81369Y605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 168 | $775.2M |
| Exits | 78 | $662.5M |
All 13F filers, Q2 2024 → Q3 2024: 78,476,327 shares bought and 76,684,003 shares sold, net +1,792,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,587 holders
| JPMorgan Chase & Co. | 0.49% | Reduce -12.1% | 134,517,139 | $6.1B |
| Bank of America Corp. | 0.29% | Add +1.1% | 73,059,144 | $3.3B |
| Morgan Stanley | 0.12% | Reduce -3.9% | 37,468,219 | $1.7B |
| Wells Fargo & Company | 0.19% | Add +26.6% | 17,602,154 | $797.7M |
| Envestnet Asset Management Inc. | 0.25% | Add +58.0% | 17,063,862 | $773.3M |
| Barclays PLC | 0.32% | Reduce -38.1% | 15,836,576 | $717.7M |
| LPL Financial LLC | 0.30% | Add +9.1% | 15,035,281 | $681.4M |
| UBS Group AG | 0.16% | Add +0.0% | 12,952,201 | $587.0M |
| Phoenix Financial Ltd. | 8.11% | Add +0.2% | 12,109,312 | $548.8M |
| Goldman Sachs Group Inc. | 0.10% | Add +20.7% | 11,637,382 | $527.4M |
| Canada Pension Plan Investment Board | 0.47% | No change | 11,000,000 | $498.5M |
| Raymond James & Associates | 0.29% | Add +29.7% | 10,603,914 | $480.6M |
| CHURCHILL MANAGEMENT Corp | 5.38% | Add +18.2% | 10,343,344 | $468.8M |
| Harel Insurance Investments & Financial Services Ltd. | 8.07% | Add +6.6% | 10,328,231 | $468.1M |
| Ameriprise Financial Inc. | 0.12% | Reduce -0.9% | 10,085,791 | $457.7M |
| PGIM Custom Harvest LLC | 7.95% | Add +5.4% | 8,666,906 | $392.8M |
| Clal Insurance Enterprises Holdings Ltd | 3.33% | No change | 8,311,000 | $376.7M |
| Truist Financial Corp. | 0.57% | Add +37.4% | 7,980,573 | $361.7M |
| Janney Montgomery Scott LLC | 0.97% | Add +44.0% | 7,624,892 | $345.6M |
| Meitav Investment House Ltd. | 5.63% | Reduce -10.2% | 7,417,854 | $336.2M |
| Royal Bank of Canada | 0.07% | Reduce -32.5% | 6,936,752 | $314.4M |
| Millennium Management | 0.28% | Add +144.8% | 6,840,557 | $310.0M |
| WestEnd Advisors, LLC | 7.20% | Add +49.8% | 6,478,315 | $293.6M |
| Adventist Health System Sunbelt Healthcare Corp. | 11.27% | Add +15.4% | 6,000,000 | $271.9M |
| D. E. Shaw & Co. | 0.35% | Add +84.3% | 5,465,000 | $247.7M |
| Citigroup Inc. | 0.19% | Reduce -15.3% | 4,431,576 | $200.8M |
| BNP Paribas Financial Markets | 0.19% | Reduce -16.6% | 4,381,836 | $198.6M |
| Auto-Owners Insurance Co | 4.66% | No change | 4,197,400 | $190.2M |
| TD Asset Management Inc | 0.17% | Add +0.0% | 4,179,902 | $188.7M |
| MKP Capital Management, L.L.C. | 16.02% | New | 3,867,000 | $175.3M |
| FMR LLC | 0.01% | Reduce -0.1% | 3,743,905 | $169.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.70% | Reduce -51.1% | 3,757,801 | $169.6M |
| National Bank of Canada | 0.23% | Add +44.9% | 3,730,070 | $169.0M |
| Public Sector Pension Investment Board | 0.75% | Add +23.2% | 3,080,000 | $139.6M |
| Agf Management Ltd. | 0.70% | Add +21.2% | 3,029,730 | $137.3M |
| Susquehanna International Group, LLP | 0.23% | Reduce -27.0% | 2,944,876 | $133.5M |
| CW Advisors, LLC | 1.76% | Reduce -1.0% | 2,912,582 | $132.0M |
| Soros Fund Management | 3.58% | Add +22719.9% | 2,800,000 | $126.9M |
| Raymond James Financial Services Advisors, Inc. | 0.17% | Add +0.4% | 2,790,631 | $126.5M |
| Manufacturers Life Insurance Company, The | 0.11% | Add +77.2% | 2,635,073 | $119.4M |
| State Street Corp. | 0.00% | Add +17.9% | 2,451,487 | $111.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.32% | Add +241218500.0% | 2,412,186 | $108.9M |
| MML Investors Services, LLC | 0.36% | Add +99.4% | 2,201,949 | $99.8M |
| HighTower Advisors, LLC | 0.14% | Add +1.8% | 2,107,952 | $95.5M |
| Stifel Financial Corp. | 0.10% | Add +7.8% | 2,086,215 | $94.5M |
| Victory Capital Management Inc. | 0.09% | Add +51.2% | 2,060,291 | $93.4M |
| Twin Tree Management, LP | 2.14% | Add +23.0% | 2,034,824 | $92.2M |
| Capital Investment Advisors, LLC | 1.86% | Add +1.6% | 1,996,380 | $90.5M |
| BlackRock, Inc. | 0.00% | — | 1,935,453 | $87.7M |
| Migdal Insurance & Financial Holdings Ltd. | 1.41% | Reduce -47.7% | 1,921,651 | $87.1M |
| Northern Trust Corp. | 0.01% | Reduce -3.5% | 1,905,438 | $86.4M |
| Squarepoint Ops LLC | 0.27% | New | 1,785,381 | $80.9M |
| Itau Unibanco Holding S.A. | 2.64% | New | 1,765,299 | $80.0M |
| Petredis Investment Advisors LLC | 8.22% | Add +2.9% | 1,705,435 | $77.3M |
| Osaic Holdings, Inc. | 0.17% | Reduce -10.1% | 1,641,730 | $74.4M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 6.09% | Reduce -8.4% | 1,618,022 | $73.3M |
| Signature Estate & Investment Advisors LLC | 1.61% | Add +8.6% | 1,536,726 | $69.6M |
| Toronto Dominion Bank | 0.12% | Reduce -5.5% | 1,531,458 | $69.4M |
| Cetera Investment Advisers | 0.15% | Add +14.2% | 1,511,531 | $68.5M |
| Advisory Alpha, LLC | 2.43% | Add +9.6% | 1,509,919 | $68.4M |
| J.Safra Asset Management Corp | 6.30% | Add +2.0% | 1,469,466 | $66.3M |
| Swan Global Investments, LLC | 3.18% | Reduce -10.1% | 1,453,497 | $65.9M |
| Commonwealth Equity Services, LLC | 0.10% | Add +2.3% | 1,440,054 | $65.3M |
| PNC Financial Services Group, Inc. | 0.04% | Add +4.7% | 1,328,695 | $60.2M |
| Richard Bernstein Advisors LLC | 1.27% | Reduce -2.9% | 1,305,154 | $59.1M |
| Vestor Capital, LLC | 4.53% | Add +31072.5% | 1,271,215 | $57.6M |
| Rockefeller Capital Management L.P. | 0.15% | Reduce -5.4% | 1,240,068 | $56.2M |
| 1832 Asset Management L.P. | 0.09% | Add +307.0% | 1,167,574 | $52.9M |
| Capital Fund Management S.A. | 0.59% | New | 1,163,958 | $52.8M |
| Assetmark, Inc. | 0.15% | Add +35.1% | 1,146,560 | $52.0M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 6.91% | Reduce -15.1% | 1,111,600 | $50.4M |
| US Bancorp \de | 0.06% | Reduce -8.4% | 1,104,640 | $50.1M |
| Private Advisor Group, LLC | 0.30% | Add +4.5% | 1,074,304 | $48.7M |
| Gerber Kawasaki Wealth & Investment Management | 2.09% | Add +3.3% | 1,003,906 | $45.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.11% | No change | 999,000 | $45.3M |
| Thrivent Financial for Lutherans | 0.09% | Add +11.7% | 991,441 | $44.9M |
| Citadel Advisors | 0.05% | Add +90.3% | 990,350 | $44.9M |
| Maven Securities LTD | 4.72% | Reduce -9.4% | 921,750 | $41.8M |
| Paloma Partners Management Co | 2.87% | Add +9138220.0% | 913,832 | $41.4M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +0.2% | 888,439 | $40.3M |
| KCM Investment Advisors LLC | 1.36% | Add +0.6% | 877,613 | $39.8M |
| Yelin Lapidot Holdings Management Ltd. | 6.20% | Reduce -1.1% | 831,290 | $37.7M |
| GTS Securities LLC | 0.76% | Add +237.3% | 829,902 | $37.6M |
| Foundations Investment Advisors, LLC | 0.76% | Reduce -30.3% | 799,682 | $36.2M |
| Dakota Wealth Management | 0.82% | Add +11.8% | 799,129 | $36.2M |
| Armstrong Advisory Group, Inc. | 2.97% | Reduce -21.4% | 791,413 | $35.9M |
| Invictus Private Wealth, LLC | 2.80% | Add +2.4% | 779,280 | $35.3M |
| Alps Advisors Inc. | 0.24% | Add +0.1% | 775,274 | $35.1M |
| HSBC Holdings PLC | 0.02% | Add +160.8% | 775,375 | $35.0M |
| Cwm, LLC | 0.15% | Reduce -24.0% | 754,575 | $34.2M |
| Campbell Wealth Management | 3.02% | Add +1.4% | 748,015 | $33.9M |
| Spire Wealth Management | 1.11% | Reduce -4.7% | 725,195 | $32.9M |
| Full Sail Capital, LLC | 2.09% | Add +2.2% | 719,382 | $32.6M |
| Fullerton Fund Management Co Ltd. | 1.35% | New | 706,308 | $32.0M |
| Qube Research & Technologies Ltd | 0.06% | Reduce -27.7% | 699,546 | $31.7M |
| Lido Advisors, LLC | 0.24% | Reduce -3.0% | 696,804 | $31.6M |
| NSI Retail Advisors, LLC | 4.65% | No change | 688,900 | $31.2M |
| CSM Advisors, LLC | 2.04% | No change | 688,900 | $31.2M |
| Bellwether Advisors, LLC | 5.99% | Add +59.0% | 687,907 | $31.2M |
| Tiff Advisory Services, LLC | 10.33% | No change | 685,770 | $31.1M |
"% of holder's portfolio" is XLF's weight in each manager's 13F, not the share of SS Financial Select Sector the manager owns.