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 2,110 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $53.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
237,023
shares
|
$12.5 Million
0.52% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
236,953
shares
|
$12.5 Million
2.67% of portfolio
|
Q1 2025
Added 20.66%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
236,710
shares
|
$12.5 Million
0.02% of portfolio
|
Q1 2025
Added 3981.21%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
233,471
shares
|
$12.3 Million
3.62% of portfolio
|
Q1 2025
Added 29.49%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
233,282
shares
|
$12.3 Million
1.48% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
225,123
shares
|
$11.9 Million
1.27% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
224,570
shares
|
$11.8 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
224,266
shares
|
$11.8 Million
1.2% of portfolio
|
Q1 2025
Added 97.52%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
223,871
shares
|
$11.8 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
222,997
shares
|
$11.7 Million
0.07% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
222,779
shares
|
$11.7 Million
1.92% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
221,786
shares
|
$11.7 Million
1.07% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
220,869
shares
|
$11.6 Million
0.44% of portfolio
|
Q1 2025
Added 25.8%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
220,711
shares
|
$11.6 Million
1.71% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
219,329
shares
|
$11.6 Million
0.62% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
219,254
shares
|
$11.6 Million
0.29% of portfolio
|
Q3 2022
Reduced 21.17%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
217,800
shares
|
$11.5 Million
0.12% of portfolio
|
Q1 2025
Added 41.21%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
213,416
shares
|
$11.2 Million
0.01% of portfolio
|
Q1 2025
Added 88.37%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
213,021
shares
|
$11.2 Million
2.61% of portfolio
|
Q1 2025
Added 33.5%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
211,507
shares
|
$11.1 Million
0.98% of portfolio
|
Q1 2025
Added 46.58%
|
|
|
Tamar Securities, LLC
|
May 15, 2025 Q1 2025 |
211,272
shares
|
$11.1 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
209,352
shares
|
$11 Million
0.5% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
207,463
shares
|
$10.9 Million
1.47% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
203,612
shares
|
$10.7 Million
0.89% of portfolio
|
Q1 2025
Reduced 20.5%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
203,187
shares
|
$10.7 Million
0.15% of portfolio
|
Q1 2025
Added 26.91%
|