Inst. Holders
10 funds
XL
XLF
SELECT SECTOR SPDR TR
$55.52 ▲ +0.45%
Prev close $55.27Snapshot
The big-picture read on XLF right now — valuation, ownership and activity at a glance.
Inst. Value
$135.3M
Inst. Activity
2 buys / 1 sells
SEC Reports
1
Price chart 30d -0.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 16, 2026 short_volume
Short Volume: XLF — 60.8% short (7.7M / 12.7M)
Short: 7,735,422 | Exempt: 3,368 | TRF Vol: 12,713,401 | Short Ratio: 60.8% | Off-exchange volume (d
Sep 30, 2026 Inst.
Farther Finance Advisors, LLC — TRIM
274,985 shares ($14.7M)
Sep 30, 2026 Inst.
Feb 28, 2026 SEC TD Waterhouse Canada Inc. — ADD
173,468 shares ($9.3M)
A mixed institutional cluster in XLF reveals strong new buying from active managers and quants like RenTech and Duquesne
INST-CLUSTER — Impact 6/10
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 0 neutral · avg impact 6.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 16, 2026
short_volume
Short Volume: XLF — 60.8% short (7.7M / 12.7M)
Short: 7,735,422 | Exempt: 3,368 | TRF Vol: 12,713,401 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
Oct 15, 2026
short_volume
Short Volume: XLF — 73.5% short (13.3M / 18.1M)
Short: 13,311,024 | Exempt: 69,570 | TRF Vol: 18,111,888 | Short Ratio: 73.5% | Off-exchange volume (dark pool + OTC)
Oct 14, 2026
short_volume
Short Volume: XLF — 60.6% short (8.5M / 14.1M)
Short: 8,533,679 | Exempt: 8,566 | TRF Vol: 14,072,966 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
Oct 5, 2026
short_volume
Short Volume: XLF — 62.8% short (7.0M / 11.2M)
Short: 7,036,067 | Exempt: 1,318 | TRF Vol: 11,197,885 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
Oct 2, 2026
short_volume
Short Volume: XLF — 77.4% short (9.0M / 11.6M)
Short: 9,000,892 | Exempt: 7,548 | TRF Vol: 11,628,213 | Short Ratio: 77.4% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own XLF (from quarterly 13F filings) and who is adding or trimming.
10 institutional holders with $135.3M total value (2,582,148 shares) as of 2026-Q3. Top holders: Concurrent, Vontobel, DAVENPORT. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top holders — 2026-Q3
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 799,567 | $42.7M | 31.6% | — |
| Vontobel Holding Ltd. | 382,551 | $20.4M | 15.1% | TRIM -74.0% |
| DAVENPORT & Co LLC | 367,719 | $19.6M | 14.5% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 375,674 | $17.4M | 12.9% | — |
| Farther Finance Advisors, LLC | 274,985 | $14.7M | 10.9% | TRIM -72.0% |
| TD Waterhouse Canada Inc. | 173,468 | $9.3M | 6.9% | ADD +27.2% |
| Vontobel Holding Ltd. | 112,000 | $6.0M | 4.4% | TRIM -74.0% |
| BANQUE PICTET & CIE SA | 57,142 | $3.1M | 2.3% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 30,000 | $1.6M | 1.2% | — |
| MATHER GROUP, LLC. | 9,042 | $482.8K | 0.4% | ADD +67.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | TRIM | 983,664 | 274,985 | -72.0% | $14.7M |
| TD Waterhouse Canada Inc. | ADD | 136,357 | 173,468 | +27.2% | $9.3M |
| MATHER GROUP, LLC. | ADD | 5,389 | 9,042 | +67.8% | $482.8K |
| BARCLAYS PLC | DOUBLED | 775,585 | 4,850,445 | +525.4% | $260.0M |
| CIBC WORLD MARKET INC. | DOUBLED | 1,088,922 | 4,521,414 | +315.2% | $242.4M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 10,731,301 | 4,063,701 | -62.1% | $217.9M |
| BANK OF MONTREAL /CAN/ | DOUBLED | 1,143,784 | 3,851,956 | +236.8% | $206.5M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | — | 3,781,389 | — | $202.7M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | DOUBLED | 48,262 | 2,091,321 | +4233.3% | $112.0M |
| Phoenix Financial Ltd. | TRIM | 2,302,381 | 1,702,899 | -26.0% | $91.3M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for XLF.
Shares short
143,189,087
Settlement Sep 30, 2026
Change vs prior
+5.1%
Semi-monthly cycle
Days to cover
3.4
At avg daily volume
All XLF filing & press-release reports (1)
- INST-CLUSTER reportFeb 28, 2026