Institutional Ownership Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF). We have compiled data on the 2,131 institutions that hold shares in the stock, with a total of 986 Million shares, which have been reported (via 13F filing form) to have a value of $53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
244,105
shares
|
$13.1 Million
1.02% of portfolio
|
Q2 2025
Added 19.89%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
242,628
shares
|
$13.1 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
241,786
shares
|
$13 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
239,185
shares
|
$12.9 Million
6.82% of portfolio
|
Q2 2025
Added 56.9%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
237,626
shares
|
$12.8 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
237,023
shares
|
$12.8 Million
0.52% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
236,810
shares
|
$12.7 Million
0.49% of portfolio
|
Q2 2025
Added 155.53%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
233,471
shares
|
$12.6 Million
3.62% of portfolio
|
Q1 2025
Added 29.49%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
233,282
shares
|
$12.6 Million
1.48% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Jul 28, 2025 Q2 2025 |
224,866
shares
|
$12.1 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
223,871
shares
|
$12 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
222,779
shares
|
$12 Million
1.92% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
221,786
shares
|
$11.9 Million
1.07% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
221,047
shares
|
$11.9 Million
0.8% of portfolio
|
Q2 2025
Added 1979.46%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
219,254
shares
|
$11.8 Million
0.29% of portfolio
|
Q3 2022
Reduced 21.17%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
217,472
shares
|
$11.7 Million
0.34% of portfolio
|
Q2 2025
Reduced 18.72%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
217,055
shares
|
$11.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
216,541
shares
|
$11.6 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
215,950
shares
|
$11.6 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Tamar Securities, LLC
|
Aug 11, 2025 Q2 2025 |
215,757
shares
|
$11.6 Million
1.38% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
215,637
shares
|
$11.6 Million
1.24% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
215,383
shares
|
$11.6 Million
0.16% of portfolio
|
Q2 2025
Added 68.0%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
209,578
shares
|
$11.3 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
209,352
shares
|
$11.3 Million
0.5% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
208,559
shares
|
$11.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 41.47%
|