SS Financial Select SectorXLFETF

13F holders, Q4 2024 (December 31)
1,776holders +189
157new positions
77sold out
11famous investors
$48.33avg. 13F price*

At the end of Q4 2024, 1,776 institutions reported holding SS Financial Select Sector (XLF) in their 13F filings, up 189 from Q3 2024. 157 opened new positions and 77 sold out. The largest holders were JPMorgan Chase & Co. ($5.3B), Bank of America Corp. ($4.4B) and Morgan Stanley ($2.7B). 11 famous investors held it, including Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
SS Financial Select Sector
Filed as
SELECT SECTOR SPDR TR (Q4 2024)
CUSIP
81369Y605
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions157$566.4M
Exits77$1.1B

All 13F filers, Q3 2024 → Q4 2024: 139,023,795 shares bought and 85,731,225 shares sold, net +53,292,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,776 holders

JPMorgan Chase & Co. 0.42% Reduce -19.0% 108,948,920 $5.3B
Bank of America Corp. 0.41% Add +25.6% 91,750,544 $4.4B
Morgan Stanley 0.19% Add +50.9% 56,549,942 $2.7B
Envestnet Asset Management Inc. 0.34% Add +30.1% 22,207,028 $1.1B
Wells Fargo & Company 0.23% Add +12.4% 19,785,740 $956.2M
LPL Financial LLC 0.37% Add +26.2% 18,970,684 $916.9M
Raymond James Financial Inc. 0.29% — 16,012,820 $773.9M
Goldman Sachs Group Inc. 0.12% Add +15.7% 13,463,426 $650.7M
UBS Group AG 0.14% Add +3.0% 13,338,881 $644.7M
Clal Insurance Enterprises Holdings Ltd 5.26% Add +45.3% 12,077,000 $583.7M
BNP Paribas Financial Markets 0.42% Add +156.0% 11,216,258 $542.1M
Phoenix Financial Ltd. 7.22% Reduce -9.6% 10,948,003 $529.1M
Citigroup Inc. 0.49% Add +135.6% 10,440,657 $504.6M
Ameriprise Financial Inc. 0.13% Add +2.4% 10,330,247 $499.7M
Harel Insurance Investments & Financial Services Ltd. 8.18% Reduce -0.0% 10,327,698 $499.1M
CHURCHILL MANAGEMENT Corp 5.44% Reduce -0.3% 10,316,298 $498.6M
Truist Financial Corp. 0.76% Add +25.6% 10,021,492 $484.3M
Janney Montgomery Scott LLC 1.29% Add +26.4% 9,641,304 $466.0M
Barclays PLC 0.23% Reduce -40.0% 9,501,933 $459.2M
PGIM Custom Harvest LLC 8.36% Add +2.1% 8,851,109 $427.8M
Royal Bank of Canada 0.09% Add +21.9% 8,456,476 $408.7M
WestEnd Advisors, LLC 10.18% Add +27.7% 8,275,056 $399.9M
Meitav Investment House Ltd. 5.59% Reduce -7.5% 6,861,680 $331.5M
Migdal Insurance & Financial Holdings Ltd. 4.36% Add +227.4% 6,292,033 $304.1M
National Bank of Canada 0.38% Add +61.0% 6,003,391 $290.1M
Susquehanna International Group, LLP 0.39% Add +82.7% 5,379,286 $260.0M
State Street Corp. 0.01% Add +105.8% 5,046,265 $243.9M
Banco Bilbao Vizcaya Argentaria, S.A. 2.37% Add +24.4% 4,675,515 $225.9M
TD Asset Management Inc 0.18% Add +2.6% 4,290,656 $207.4M
Adventist Health System Sunbelt Healthcare Corp. 6.18% Reduce -33.3% 4,000,000 $193.3M
Menora Mivtachim Holdings LTD. 1.19% Add +4207.1% 3,922,192 $189.6M
FMR LLC 0.01% Add +4.2% 3,899,700 $188.5M
Millennium Management 0.14% Reduce -52.8% 3,228,783 $156.0M
Agf Management Ltd. 0.76% Add +4.2% 3,156,574 $152.6M
Brevan Howard Capital Management LP 3.79% New 3,132,268 $151.4M
CW Advisors, LLC 1.90% Reduce -1.6% 2,866,169 $138.5M
MML Investors Services, LLC 0.48% Add +29.4% 2,848,421 $137.7M
Victory Capital Management Inc. 0.13% Add +32.7% 2,734,615 $132.2M
D. E. Shaw & Co. 0.14% Reduce -53.9% 2,518,653 $121.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.33% No change 2,412,186 $116.4M
Manufacturers Life Insurance Company, The 0.10% Reduce -9.2% 2,391,956 $115.6M
HighTower Advisors, LLC 0.15% Add +6.3% 2,241,533 $108.3M
Stifel Financial Corp. 0.11% Add +7.0% 2,232,454 $107.9M
Capital Fund Management S.A. 1.03% Add +85.5% 2,159,150 $104.4M
Nissay Asset Management Corp. /Japan 0.63% Add +673.9% 2,112,521 $103.0M
Jane Street Group, LLC 0.16% Add +3421.9% 2,069,775 $100.0M
Northern Trust Corp. 0.01% Add +8.3% 2,063,898 $99.7M
Capital Investment Advisors, LLC 2.00% Add +1.6% 2,027,536 $98.0M
Osaic Holdings, Inc. 0.22% Add +21.2% 1,990,178 $96.2M
Petredis Investment Advisors LLC 9.05% Add +6.3% 1,812,039 $87.6M
Cetera Investment Advisers 0.18% Add +18.7% 1,793,827 $86.7M
Schroder Investment Management Group 0.08% Add +582.8% 1,707,047 $82.4M
Temasek Holdings (Private) Ltd 0.32% New 1,689,020 $81.6M
Qube Research & Technologies Ltd 0.13% Add +137.7% 1,662,799 $80.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 6.17% No change 1,618,022 $78.1M
Assetmark, Inc. 0.21% Add +38.3% 1,586,001 $76.7M
Signature Estate & Investment Advisors LLC 1.90% Add +2.2% 1,571,200 $75.9M
J.Safra Asset Management Corp 6.16% Add +6.8% 1,569,240 $75.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.43% Add +284.5% 1,507,031 $72.8M
BlackRock, Inc. 0.00% Reduce -23.3% 1,485,276 $71.8M
Commonwealth Equity Services, LLC 0.10% Add +3.0% 1,482,814 $71.7M
SG Americas Securities, LLC 0.31% Add +485.8% 1,470,862 $71.1M
Rockefeller Capital Management L.P. 0.18% Add +17.5% 1,456,558 $70.3M
PNC Financial Services Group, Inc. 0.05% Add +8.1% 1,436,099 $69.4M
Wolverine Trading, LLC 1.56% Add +8155.7% 1,432,203 $69.1M
Vestor Capital, LLC 5.14% Add +9.7% 1,394,320 $67.4M
CSM Advisors, LLC 3.12% Add +100.0% 1,377,800 $66.6M
Citadel Advisors 0.06% Add +34.9% 1,336,307 $64.6M
1832 Asset Management L.P. 0.11% Add +10.7% 1,291,929 $62.4M
US Bancorp \de 0.08% Add +16.8% 1,290,086 $62.3M
Richard Bernstein Advisors LLC 1.40% Reduce -2.0% 1,279,410 $61.8M
Swan Global Investments, LLC 2.99% Reduce -12.0% 1,278,621 $61.8M
Sumitomo Mitsui Financial Group, Inc. 0.79% Add +728886.4% 1,231,987 $59.5M
Private Advisor Group, LLC 0.33% Add +12.9% 1,213,224 $58.6M
Cambridge Investment Research Advisors, Inc. 0.19% Add +35.6% 1,205,194 $58.2M
Bellwether Advisors, LLC 10.38% Add +74.6% 1,201,148 $58.1M
Provida Pension Fund Administrator 1.18% Add +399.6% 1,192,519 $57.6M
Thrivent Financial for Lutherans 0.11% Add +16.1% 1,151,129 $55.8M
Gerber Kawasaki Wealth & Investment Management 2.21% Add +4.9% 1,052,922 $50.9M
Itau Unibanco Holding S.A. 1.57% Reduce -40.9% 1,043,961 $50.4M
Public Sector Pension Investment Board 0.21% Reduce -66.2% 1,040,000 $50.3M
Advisory Alpha, LLC 1.75% Reduce -32.7% 1,016,551 $49.1M
Tudor Investment Corporation 0.51% Add +126.2% 1,000,000 $48.3M
Hudson Bay Capital Management LP 0.35% Add +66.7% 1,000,000 $48.3M
Tiff Advisory Services, LLC 15.40% Add +42.5% 977,514 $47.2M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 7.16% Reduce -18.9% 901,600 $43.6M
Foundations Investment Advisors, LLC 0.84% Add +12.3% 898,126 $43.4M
KCM Investment Advisors LLC 1.48% Add +0.3% 880,301 $42.5M
Park Avenue Securities LLC 0.42% Add +47.3% 849,304 $41.0M
Armstrong Advisory Group, Inc. 3.17% Add +3.9% 822,285 $39.7M
Cwm, LLC 0.16% Add +6.9% 806,784 $39.0M
Dakota Wealth Management 0.88% Reduce -1.1% 790,129 $38.2M
Invictus Private Wealth, LLC 2.87% Add +0.2% 781,060 $37.7M
Yelin Lapidot Holdings Management Ltd. 6.57% Reduce -6.1% 780,714 $37.7M
Spire Wealth Management 1.14% Add +4.5% 758,127 $36.6M
Alps Advisors Inc. 0.23% Reduce -2.3% 757,293 $36.6M
Campbell Wealth Management 3.29% Add +1.1% 756,328 $36.6M
Schonfeld Strategic Advisors LLC 0.23% Add +118.3% 745,457 $36.0M
Full Sail Capital, LLC 2.21% Reduce -0.2% 717,726 $34.7M
Lido Advisors, LLC 0.21% Add +1.0% 703,602 $34.0M

"% of holder's portfolio" is XLF's weight in each manager's 13F, not the share of SS Financial Select Sector the manager owns.

Show all 1,776 holders