SS Financial Select SectorXLFETF
13F holders, Q1 2025 (March 31)1,795holders +19
148new positions
106sold out
11famous investors
$49.79avg. 13F price*
At the end of Q1 2025, 1,795 institutions reported holding SS Financial Select Sector (XLF) in their 13F filings, up 19 from Q4 2024. 148 opened new positions and 106 sold out. The largest holders were JPMorgan Chase & Co. ($7.5B), Bank of America Corp. ($4.8B) and Morgan Stanley ($2.8B). 11 famous investors held it, including David E. Shaw (0.8% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).
- Company
- SS Financial Select Sector
- Filed as
- SELECT SECTOR SPDR TR (Q1 2025)
- CUSIP
- 81369Y605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 148 | $809.7M |
| Exits | 106 | $1.1B |
All 13F filers, Q4 2024 → Q1 2025: 118,434,633 shares bought and 83,933,813 shares sold, net +34,500,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,795 holders
| JPMorgan Chase & Co. | 0.57% | Add +37.7% | 150,005,730 | $7.5B |
| Bank of America Corp. | 0.42% | Add +4.3% | 95,706,694 | $4.8B |
| Morgan Stanley | 0.20% | Add +0.7% | 56,945,705 | $2.8B |
| Envestnet Asset Management Inc. | 0.37% | Add +4.3% | 23,160,119 | $1.2B |
| Wells Fargo & Company | 0.27% | Add +14.4% | 22,642,690 | $1.1B |
| LPL Financial LLC | 0.41% | Add +11.1% | 21,067,825 | $1.0B |
| Raymond James Financial Inc. | 0.30% | Add +0.1% | 16,026,378 | $798.3M |
| UBS Group AG | 0.17% | Add +17.6% | 15,689,378 | $781.5M |
| BNP Paribas Financial Markets | 0.52% | Add +20.3% | 13,496,247 | $672.2M |
| D. E. Shaw & Co. | 0.79% | Add +390.5% | 12,354,667 | $615.4M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -12.2% | 11,816,846 | $588.6M |
| Ameriprise Financial Inc. | 0.16% | Add +12.9% | 11,663,388 | $581.3M |
| Harel Insurance Investments & Financial Services Ltd. | 6.73% | Add +0.0% | 10,327,965 | $514.4M |
| Truist Financial Corp. | 0.82% | Add +1.9% | 10,215,310 | $508.8M |
| CHURCHILL MANAGEMENT Corp | 6.39% | Reduce -2.0% | 10,112,436 | $503.7M |
| Janney Montgomery Scott LLC | 1.32% | Reduce -2.7% | 9,377,886 | $467.1M |
| Citigroup Inc. | 0.35% | Reduce -12.9% | 9,097,378 | $453.1M |
| WestEnd Advisors, LLC | 10.48% | Reduce -4.2% | 7,928,763 | $394.9M |
| Royal Bank of Canada | 0.08% | Reduce -14.4% | 7,241,591 | $360.7M |
| Migdal Insurance & Financial Holdings Ltd. | 5.04% | Add +14.5% | 7,202,847 | $358.8M |
| Meitav Investment House Ltd. | 5.61% | Reduce -10.9% | 6,113,518 | $304.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3.04% | Add +30.6% | 6,105,246 | $301.6M |
| MKP Capital Management, L.L.C. | 15.82% | New | 5,140,000 | $256.0M |
| TD Asset Management Inc | 0.22% | Add +9.9% | 4,713,859 | $234.8M |
| Susquehanna International Group, LLP | 0.34% | Reduce -21.9% | 4,202,481 | $209.3M |
| Phoenix Financial Ltd. | 3.11% | Reduce -62.8% | 4,077,174 | $203.1M |
| Clal Insurance Enterprises Holdings Ltd | 2.10% | Reduce -66.2% | 4,077,000 | $203.1M |
| FMR LLC | 0.01% | Reduce -0.5% | 3,882,070 | $193.4M |
| Balyasny Asset Management L.P. | 0.48% | Add +536.3% | 3,817,554 | $190.2M |
| Menora Mivtachim Holdings LTD. | 1.11% | Reduce -13.1% | 3,409,942 | $169.8M |
| Nissay Asset Management Corp. /Japan | 1.09% | Add +60.1% | 3,381,889 | $168.5M |
| MML Investors Services, LLC | 0.55% | Add +15.5% | 3,290,362 | $163.9M |
| Richard Bernstein Advisors LLC | 3.77% | Add +144.3% | 3,125,404 | $155.7M |
| Bank of Nova Scotia | 0.35% | Add +4356.4% | 3,065,675 | $152.7M |
| CW Advisors, LLC | 1.71% | Reduce -0.1% | 2,863,339 | $142.6M |
| State Street Corp. | 0.01% | Reduce -44.6% | 2,796,319 | $139.3M |
| Agf Management Ltd. | 0.74% | Reduce -11.5% | 2,793,714 | $139.2M |
| Victory Capital Management Inc. | 0.14% | Reduce -1.1% | 2,705,140 | $134.7M |
| Barclays PLC | 0.06% | Reduce -74.0% | 2,472,809 | $123.2M |
| Stifel Financial Corp. | 0.13% | Add +9.4% | 2,443,318 | $121.7M |
| Jane Street Group, LLC | 0.22% | Add +17.7% | 2,435,846 | $121.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.34% | No change | 2,412,186 | $118.7M |
| National Bank of Canada | 0.14% | Reduce -61.0% | 2,343,782 | $116.7M |
| HighTower Advisors, LLC | 0.16% | Add +4.3% | 2,339,020 | $116.5M |
| Cetera Investment Advisers | 0.23% | Add +30.3% | 2,337,666 | $116.4M |
| Northern Trust Corp. | 0.02% | Add +10.4% | 2,278,590 | $113.5M |
| BlackRock, Inc. | 0.00% | Add +42.5% | 2,116,171 | $105.4M |
| Manufacturers Life Insurance Company, The | 0.10% | Reduce -13.1% | 2,077,607 | $103.5M |
| Capital Investment Advisors, LLC | 2.01% | Add +1.7% | 2,061,479 | $102.7M |
| Vestor Capital, LLC | 8.14% | Add +42.6% | 1,987,798 | $99.0M |
| Osaic Holdings, Inc. | 0.22% | Reduce -1.4% | 1,962,065 | $97.7M |
| Provida Pension Fund Administrator | 1.96% | Add +64.1% | 1,956,839 | $97.5M |
| Bank of Montreal | 0.05% | Add +200.8% | 1,933,387 | $96.3M |
| Petredis Investment Advisors LLC | 9.95% | Add +5.4% | 1,910,007 | $95.1M |
| Commonwealth Equity Services, LLC | 0.13% | Add +22.5% | 1,816,993 | $90.5M |
| Rockefeller Capital Management L.P. | 0.21% | Add +15.3% | 1,679,444 | $83.7M |
| Signature Estate & Investment Advisors LLC | 2.16% | Add +4.5% | 1,641,623 | $81.8M |
| SG Americas Securities, LLC | 0.28% | Add +10.6% | 1,627,170 | $81.0M |
| Tiff Advisory Services, LLC | 19.20% | Add +65.7% | 1,619,374 | $80.7M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 6.59% | No change | 1,618,022 | $80.6M |
| Dynasty Wealth Management, LLC | 1.34% | New | 1,614,432 | $80.4M |
| J.Safra Asset Management Corp | 6.50% | Add +2.3% | 1,605,367 | $80.0M |
| Captrust Financial Advisors | 0.18% | Add +137.2% | 1,453,160 | $72.4M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Add +19.8% | 1,443,324 | $71.9M |
| Capital Fund Management S.A. | 0.91% | Reduce -33.5% | 1,435,904 | $71.5M |
| Janus Henderson Group PLC | 0.04% | New | 1,448,891 | $71.3M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.1% | 1,391,550 | $69.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.42% | Reduce -8.4% | 1,381,019 | $68.8M |
| CSM Advisors, LLC | 3.75% | No change | 1,377,800 | $68.6M |
| US Bancorp \de | 0.09% | Add +0.1% | 1,291,369 | $64.3M |
| Itau Unibanco Holding S.A. | 2.35% | Add +16.9% | 1,219,971 | $60.8M |
| Assetmark, Inc. | 0.17% | Reduce -23.4% | 1,215,450 | $60.5M |
| Swan Global Investments, LLC | 2.99% | Reduce -7.3% | 1,184,690 | $59.0M |
| Quotient Wealth Partners, LLC | 1.74% | New | 1,094,357 | $54.5M |
| Quantitative Investment Management, LLC | 4.93% | New | 1,075,626 | $53.6M |
| Gerber Kawasaki Wealth & Investment Management | 2.32% | Reduce -1.6% | 1,036,357 | $51.6M |
| 1832 Asset Management L.P. | 0.10% | Reduce -19.9% | 1,034,465 | $51.5M |
| Wolverine Trading, LLC | 1.60% | Reduce -28.3% | 1,027,442 | $50.6M |
| Bellwether Advisors, LLC | 10.16% | Reduce -18.7% | 976,289 | $48.6M |
| Advisory Alpha, LLC | 1.63% | Reduce -5.2% | 963,979 | $48.0M |
| Private Advisor Group, LLC | 0.28% | Reduce -22.2% | 944,281 | $47.0M |
| Alps Advisors Inc. | 0.26% | Add +20.0% | 909,080 | $45.3M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 7.42% | No change | 901,600 | $44.9M |
| Park Avenue Securities LLC | 0.55% | Add +5.3% | 893,883 | $44.5M |
| KCM Investment Advisors LLC | 1.58% | Reduce -0.1% | 879,432 | $43.8M |
| HSBC Holdings PLC | 0.03% | Add +56.2% | 856,155 | $42.3M |
| Nan Shan Life Insurance Co., Ltd. | 0.99% | Add +38.4% | 844,218 | $42.1M |
| Spire Wealth Management | 1.31% | Add +8.4% | 821,721 | $40.9M |
| Cwm, LLC | 0.16% | Add +0.6% | 811,511 | $40.4M |
| Invictus Private Wealth, LLC | 3.18% | Add +3.1% | 805,392 | $40.1M |
| Armstrong Advisory Group, Inc. | 3.17% | No change | 822,285 | $39.7M |
| Capstone Investment Advisors, LLC | 0.46% | Add +13033.7% | 797,085 | $39.7M |
| Main Management LLC | 3.48% | Add +1422.3% | 793,466 | $39.5M |
| Dakota Wealth Management | 0.91% | Reduce -1.3% | 780,002 | $38.9M |
| Pathstone Holdings, LLC | 0.17% | Add +87.8% | 778,432 | $38.8M |
| Yelin Lapidot Holdings Management Ltd. | 7.37% | Reduce -1.9% | 765,764 | $38.1M |
| Lido Advisors, LLC | 0.22% | Add +4.8% | 737,545 | $36.7M |
| Full Sail Capital, LLC | 2.26% | Reduce -2.1% | 702,609 | $35.0M |
| Trek Financial, LLC | 2.45% | Add +2.2% | 681,145 | $33.9M |
| Marks Wealth, LLC | 12.17% | New | 665,891 | $33.2M |
"% of holder's portfolio" is XLF's weight in each manager's 13F, not the share of SS Financial Select Sector the manager owns.