XLF — SELECT SECTOR SPDR TR
As of Q2 2026, 28 SEC-registered investment managers reported holding XLF (SELECT SECTOR SPDR TR) in their latest 13F filings, with a combined reported value of $28.32B across 528.00M shares. That is +21.8% by share count (+94.64M shares) versus the previous quarter, while reported value moved +36.6%. Ownership is concentrated: the five largest holders account for 66.4% of reported value and the top ten for 93.3%.
Compared with the prior quarter, 3 opened new positions, 9 added to existing stakes, 11 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| JPMorgan Chase & Co history | Q2 2026 | 124.15M | $6.67B | 0.77% | New |
| Bank of America Corp history | Q2 2026 | 78.51M | $4.21B | 0.28% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 60.00M | $3.22B | 0.54% | Add |
| Morgan Stanley history | Q2 2026 | 46.45M | $2.49B | 0.14% | Reduce |
| Citadel Advisors history | Q2 2026 | 41.31M | $2.21B | 0.26% | Reduce |
| UBS Group AG history | Q2 2026 | 38.29M | $2.05B | 0.28% | Add |
| Millennium Management history | Q2 2026 | 27.50M | $1.47B | 0.57% | Reduce |
| Citigroup Inc history | Q2 2026 | 26.83M | $1.44B | 0.50% | Add |
| Goldman Sachs Group history | Q2 2026 | 26.75M | $1.43B | 0.13% | Reduce |
| Balyasny Asset Management history | Q2 2026 | 23.16M | $1.24B | 1.62% | New |
| CPP Investments history | Q3 2024 | 11.00M | $498.52M | 0.47% | Hold |
| Two Sigma Investments history | Q2 2026 | 7.96M | $426.64M | 0.33% | Add |
| Point72 Asset Management history | Q2 2026 | 6.85M | $367.04M | 0.42% | Add |
| Elliott Investment Management history | Q4 2024 | 7.00M | $338.31M | 2.04% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 3.85M | $206.49M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | Q2 2026 | 3.76M | $201.67M | 0.29% | Reduce |
| BlackRock Inc history | Q2 2026 | 2.98M | $159.57M | 0.00% | Add |
| Marshall Wace history | Q2 2026 | 2.75M | $147.24M | 0.12% | Reduce |
| Northern Trust Corp history | Q2 2026 | 2.14M | $114.91M | 0.01% | Add |
| Saudi Arabian Monetary Authority history | Q2 2026 | 1.72M | $96.61M | 1.27% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 124.15M sh · $6.67B
- Balyasny Asset Management 23.16M sh · $1.24B
- Moore Capital Management 500.43K sh · $26.83M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 677.07K sh · $33.43M
- Wellington Management Group sold 13.39M sh · $5.04M
- Lazard Asset Management sold 1.43K sh · $70.35K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 50.29M | 75.26M | 63.31M | 43.36M | 37.45M | 39.17M | 98.19M | 136.19M | 131.81M | 121.30M | 144.13M | 152.95M | 134.52M | 108.95M | 150.01M | 114.36M | 133.08M | 96.38M | — | 124.15M |
| Bank of America Corp | 97.41M | 103.87M | 127.47M | 92.47M | 110.01M | 112.04M | 82.65M | 85.94M | 83.29M | 95.32M | 113.46M | 119.55M | 112.55M | 149.19M | 164.53M | 139.95M | 131.20M | 80.61M | 85.98M | 78.51M |
| Wells Fargo & Co | 68.05M | 40.75M | 68.36M | 49.09M | 50.89M | 50.17M | 49.90M | 47.29M | 17.27M | 15.31M | 13.69M | 14.21M | 26.30M | 23.53M | 25.26M | 32.20M | 44.71M | 44.02M | 50.07M | 60.00M |
| Morgan Stanley | 44.75M | 43.34M | 44.33M | 42.82M | 34.38M | 35.17M | 32.33M | 32.55M | 31.37M | 33.81M | 35.77M | 38.99M | 37.47M | 56.55M | 56.95M | 44.54M | 47.42M | 40.92M | 49.75M | 46.45M |
| Citadel Advisors | 37.12M | 45.09M | 34.25M | 25.52M | 20.63M | 21.68M | 26.51M | 26.29M | 29.69M | 18.38M | 24.36M | 15.75M | 19.03M | 33.66M | 21.11M | 15.29M | 17.03M | 15.28M | 45.98M | 41.31M |
| UBS Group AG | 55.78M | 45.15M | 40.27M | 66.43M | 50.35M | 54.42M | 24.58M | 38.25M | 35.36M | 35.50M | 39.31M | 35.97M | 45.42M | 53.35M | 37.28M | 38.28M | 34.25M | 27.66M | 35.10M | 38.29M |
| Millennium Management | 23.73M | 22.82M | 19.21M | 23.35M | 27.29M | 29.91M | 28.39M | 23.03M | 17.89M | 20.55M | 14.95M | 13.65M | 20.00M | 22.22M | 22.62M | 27.75M | 39.65M | 35.65M | 49.94M | 27.50M |
| Citigroup Inc | 23.01M | 30.28M | 23.14M | 13.67M | 16.23M | 12.52M | 18.03M | 9.29M | 18.05M | 29.86M | 29.82M | 26.20M | 32.36M | 42.59M | 24.29M | 21.42M | 18.58M | 26.97M | 24.93M | 26.83M |
| Goldman Sachs Group | 47.39M | 41.77M | 40.95M | 29.00M | 45.92M | 39.19M | 45.53M | 31.16M | 41.57M | 34.44M | 53.89M | 44.01M | 49.05M | 50.53M | 48.73M | 38.53M | 37.37M | 28.48M | 45.40M | 26.75M |
| Balyasny Asset Management | 446.71K | 1.87M | 6.52M | 12.92M | 13.79M | 14.44M | 15.38M | 17.45M | 20.54M | 22.16M | 22.52M | 21.71M | 24.31M | 25.79M | 24.98M | 24.72M | 24.51M | 22.70M | — | 23.16M |
| Two Sigma Investments | 191.00K | 14.00K | — | 127.20K | — | — | 1.27M | 851.60K | — | 46.74K | 106.22K | — | 75.07K | — | 1.11M | 1.87M | 10.81M | 551.33K | 5.16M | 7.96M |
| Point72 Asset Management | 190.00K | 290.00K | 237.00K | 415.00K | 240.00K | 245.00K | 1.06M | 1.28M | 1.89M | 2.66M | 3.57M | 1.82M | 3.70M | 2.19M | 3.51M | 1.43M | 1.67M | 2.32M | 4.48M | 6.85M |
| Fidelity Management & Research (FMR) | 5.38M | 5.30M | 5.25M | 5.12M | 4.94M | 4.60M | 4.34M | 3.96M | 3.74M | 3.69M | 3.67M | 3.75M | 3.74M | 3.90M | 3.88M | 4.17M | 4.36M | 4.32M | 4.31M | 3.85M |
| CDPQ (Caisse de Depot) | 14.26M | 4.52M | 1.11M | 13.91M | 14.78M | — | 13.65M | 19.37M | 17.02M | 20.68M | 5.40M | 26.74M | — | — | — | — | — | — | 4.00M | 3.76M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 1.98M | 1.49M | 2.12M | 2.68M | 3.25M | 1.85M | 2.50M | 2.98M |
| Marshall Wace | 429.56K | 217.82K | 122.30K | 21.40K | 2.50M | 1.55M | 4.69M | 1.03M | 144.50K | 391.60K | — | 122.83K | 1.06M | 1.02M | 2.76M | 294.60K | 4.04M | 1.72M | 3.27M | 2.75M |
| Northern Trust Corp | 1.75M | 2.16M | 2.61M | 2.02M | 1.98M | 1.99M | 1.96M | 1.90M | 1.84M | 1.78M | 1.91M | 1.97M | 1.91M | 2.06M | 2.28M | 2.23M | 2.23M | 2.19M | 2.09M | 2.14M |
| Saudi Arabian Monetary Authority | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.72M | 1.72M | 1.72M | 1.72M | 1.72M |
| PNC Financial Services | 2.13M | 2.18M | 2.26M | 1.93M | 1.35M | 1.49M | 1.39M | 1.27M | 1.17M | 1.14M | 1.27M | 1.27M | 1.33M | 1.44M | 1.39M | 1.30M | 1.27M | 1.32M | 1.33M | 1.29M |
| Fidelity International (FIL) | 130.02K | 121.39K | 159.86K | 165.48K | 216.38K | 161.47K | 446.66K | 182.53K | 143.67K | 130.26K | 423.13K | 116.50K | 309.05K | 113.29K | 213.42K | 93.79K | 91.37K | 89.17K | 96.58K | 577.70K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details