SS Financial Select SectorXLFETF

13F holders, Q3 2025 (September 30)
1,821holders +14
133new positions
109sold out
10famous investors
$53.86avg. 13F price*

At the end of Q3 2025, 1,821 institutions reported holding SS Financial Select Sector (XLF) in their 13F filings, up 14 from Q2 2025. 133 opened new positions and 109 sold out. The largest holders were JPMorgan Chase & Co. ($7.2B), Bank of America Corp. ($4.6B) and Morgan Stanley ($2.6B). 10 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
SS Financial Select Sector
Filed as
SELECT SECTOR SPDR TR (Q3 2025)
CUSIP
81369Y605
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions133$768.1M
Exits109$488.6M

All 13F filers, Q2 2025 → Q3 2025: 115,311,891 shares bought and 69,149,759 shares sold, net +46,162,132 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,821 holders

JPMorgan Chase & Co. 0.46% Add +16.4% 133,084,547 $7.2B
Bank of America Corp. 0.34% Add +2.0% 84,741,775 $4.6B
Morgan Stanley 0.15% Add +6.5% 47,415,076 $2.6B
Wells Fargo & Company 0.42% Add +49.4% 38,005,847 $2.0B
LPL Financial LLC 0.38% Add +15.7% 24,158,554 $1.3B
Envestnet Asset Management Inc. 0.34% Add +20.2% 22,039,582 $1.2B
Goldman Sachs Group Inc. 0.16% Add +22.7% 21,062,086 $1.1B
UBS Group AG 0.16% Add +13.5% 15,169,574 $817.2M
Ameriprise Financial Inc. 0.18% Add +23.2% 14,244,098 $767.4M
Raymond James Financial Inc. 0.23% Add +0.2% 13,535,506 $729.2M
Harel Insurance Investments & Financial Services Ltd. 5.52% Reduce -0.0% 11,400,140 $614.1M
Focus Partners Wealth 0.96% Add +1130.6% 10,987,886 $591.9M
Two Sigma Investments, LP 0.94% Add +478.6% 10,814,100 $582.6M
Royal Bank of Canada 0.10% Add +23.8% 10,147,017 $546.6M
PGIM Custom Harvest LLC 8.17% New 10,078,273 $542.9M
Truist Financial Corp. 0.59% Add +0.0% 8,124,031 $437.6M
Janney Montgomery Scott LLC 0.94% Reduce -0.1% 7,362,536 $396.6M
WestEnd Advisors, LLC 7.73% Add +2.6% 6,140,116 $330.8M
Main Management ETF Advisors, LLC 11.63% Add +10.6% 5,829,961 $314.1M
Meitav Investment House Ltd. 4.05% Reduce -1.2% 5,698,036 $306.6M
Osaic Holdings, Inc. 0.41% Add +120.3% 5,381,652 $290.2M
Citigroup Inc. 0.19% Reduce -34.5% 5,204,613 $280.4M
Nissay Asset Management Corp. /Japan 1.37% Add +40.9% 4,593,671 $247.5M
FMR LLC 0.01% Add +4.5% 4,360,889 $234.9M
Susquehanna International Group, LLP 0.32% Reduce -22.2% 4,032,644 $217.2M
MML Investors Services, LLC 0.57% Add +25.6% 3,989,407 $214.9M
Migdal Insurance & Financial Holdings Ltd. 2.12% Add +16.6% 3,647,049 $196.5M
BlackRock, Inc. 0.00% Add +21.3% 3,248,422 $175.0M
Clal Insurance Enterprises Holdings Ltd 1.31% Reduce -21.6% 3,196,000 $172.2M
Provida Pension Fund Administrator 2.86% Add +26.4% 3,044,194 $164.0M
National Bank of Canada 0.18% Add +3.8% 2,939,620 $158.4M
Cetera Investment Advisers 0.18% Add +31.1% 2,872,654 $154.7M
Bank of Nova Scotia 0.26% Reduce -42.4% 2,747,178 $148.0M
Agf Management Ltd. 0.62% Add +22.9% 2,603,263 $140.2M
Natixis 0.73% Add +38407.9% 2,503,015 $134.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.30% No change 2,412,186 $130.5M
Menora Mivtachim Holdings LTD. 0.66% Reduce -0.7% 2,403,942 $129.5M
Cibc World Market Inc. 0.27% Reduce -6.5% 2,393,929 $129.0M
HighTower Advisors, LLC 0.14% Add +1.6% 2,335,856 $125.8M
Stifel Financial Corp. 0.11% Reduce -0.1% 2,328,436 $125.4M
Northern Trust Corp. 0.02% Add +0.1% 2,229,695 $120.1M
Tiff Advisory Services, LLC 24.43% No change 2,178,114 $117.3M
Victory Capital Management Inc. 0.07% Add +3.7% 2,110,596 $113.7M
Capital Investment Advisors, LLC 1.85% Add +107.9% 2,082,844 $112.2M
Millennium Management 0.09% Add +70.8% 2,021,730 $108.9M
Barclays PLC 0.04% Reduce -25.9% 2,011,608 $108.4M
Petredis Investment Advisors LLC 8.40% Reduce -0.3% 1,942,284 $104.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.55% Add +13.4% 1,766,395 $95.2M
Rockefeller Capital Management L.P. 0.19% Add +1.5% 1,764,855 $95.1M
Saudi Central Bank 3.52% No change 1,717,269 $92.5M
J.Safra Asset Management Corp 5.58% Add +3.0% 1,705,859 $91.9M
Signature Estate & Investment Advisors LLC 1.96% Add +1.3% 1,700,560 $91.6M
Wolverine Trading, LLC 1.80% Add +471.5% 1,646,746 $89.1M
Dynasty Wealth Management, LLC 1.17% Add +6.7% 1,622,239 $87.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 5.86% No change 1,618,022 $86.9M
Commonwealth Equity Services, LLC 0.11% Reduce -4.5% 1,600,953 $86.2M
Capstone Investment Advisors, LLC 0.89% Add +146.9% 1,550,644 $83.5M
Phoenix Financial Ltd. 0.98% Reduce -51.0% 1,488,411 $80.2M
Captrust Financial Advisors 0.16% Reduce -0.3% 1,478,814 $79.7M
Cambridge Investment Research Advisors, Inc. 0.21% Add +16.5% 1,452,462 $78.2M
Main Management LLC 5.60% Add +4.8% 1,418,309 $76.4M
Bank of Montreal 0.03% Reduce -34.2% 1,309,516 $70.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.53% Reduce -66.9% 1,297,712 $69.8M
PNC Financial Services Group, Inc. 0.04% Reduce -2.5% 1,270,097 $68.4M
US Bancorp \de 0.08% Reduce -1.6% 1,261,807 $68.0M
Gerber Kawasaki Wealth & Investment Management 2.31% Add +16.6% 1,251,067 $67.4M
HSBC Holdings PLC 0.04% Reduce -59.1% 1,235,954 $66.2M
Richard Bernstein Advisors LLC 1.88% Reduce -41.4% 1,226,089 $66.0M
Mercer Global Advisors Inc. 0.10% Add +666.6% 1,165,543 $62.8M
Quotient Wealth Partners, LLC 1.71% Add +2.5% 1,155,778 $62.3M
Capital Fund Management S.A. 0.60% Add +15.6% 1,115,593 $60.1M
Wellington Management Group LLP 0.01% Add +3106.4% 1,074,301 $57.9M
1832 Asset Management L.P. 0.10% Reduce -0.0% 1,054,903 $56.8M
Private Advisor Group, LLC 0.28% Add +8.2% 1,043,008 $56.2M
Qube Research & Technologies Ltd 0.08% Reduce -70.1% 1,018,747 $54.9M
Assetmark, Inc. 0.11% Reduce -13.6% 975,285 $52.5M
Jane Street Group, LLC 0.06% Add +21455.7% 952,331 $51.3M
Swan Global Investments, LLC 2.23% Reduce -14.0% 937,119 $50.5M
Janus Henderson Group PLC 0.02% Reduce -29.1% 922,731 $49.7M
Hudson Bay Capital Management LP 0.34% No change 900,000 $48.5M
KCM Investment Advisors LLC 1.53% Reduce -2.1% 876,740 $47.2M
Park Avenue Securities LLC 0.37% Add +8.2% 876,543 $47.2M
Alps Advisors Inc. 0.26% Reduce -6.5% 874,624 $47.1M
Trek Financial, LLC 2.77% Add +38.0% 863,200 $46.5M
Invictus Private Wealth, LLC 2.88% Add +2.3% 854,459 $46.0M
Toronto Dominion Bank 0.09% Reduce -12.0% 839,390 $45.2M
State Street Corp. 0.00% Reduce -52.0% 838,351 $45.2M
Armstrong Advisory Group, Inc. 3.14% Add +0.3% 827,241 $44.6M
Gradient Investments LLC 0.74% Add +11778.9% 821,185 $44.2M
Cwm, LLC 0.13% Add +13.7% 820,716 $44.2M
Marshall Wace, LLP 0.05% New 798,578 $43.0M
Jones Financial Companies LLLP 0.03% Add +21.1% 791,991 $42.7M
Full Sail Capital, LLC 2.31% Reduce -0.4% 778,041 $41.9M
Yelin Lapidot Holdings Management Ltd. 8.66% No change 765,764 $41.3M
Dakota Wealth Management 0.82% Reduce -2.2% 750,647 $40.4M
D. E. Shaw & Co. 0.03% Reduce -95.3% 731,900 $39.4M
Fifth Third Bancorp 0.12% Add +0.1% 700,779 $37.8M
CSM Advisors, LLC 1.04% No change 688,900 $37.1M
Greenwood Gearhart LLC 2.10% Add +2.4% 676,495 $36.4M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 5.29% No change 673,600 $36.3M

"% 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 1,821 holders