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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
207,463
shares
|
$11.2 Million
1.47% of portfolio
|
Q1 2024
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
205,786
shares
|
$11.1 Million
0.01% of portfolio
|
Q2 2025
Added 143.88%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
205,716
shares
|
$11.1 Million
0.72% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
204,878
shares
|
$11 Million
0.24% of portfolio
|
Q2 2025
Added 50.33%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
202,150
shares
|
$10.9 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
200,288
shares
|
$10.8 Million
5.01% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
200,000
shares
|
$10.8 Million
0.38% of portfolio
|
Q2 2023
Reduced 12.5%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
199,906
shares
|
$10.8 Million
0.01% of portfolio
|
Q2 2025
Added 65.81%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
199,429
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 35.36%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
199,119
shares
|
$10.7 Million
1.04% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
196,446
shares
|
$10.6 Million
1.26% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
195,202
shares
|
$10.5 Million
1.12% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
189,224
shares
|
$10.2 Million
0.82% of portfolio
|
Q2 2025
Added 26.63%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
188,189
shares
|
$10.1 Million
0.3% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
186,668
shares
|
$10 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
185,432
shares
|
$9.98 Million
0.99% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
184,891
shares
|
$9.95 Million
1.35% of portfolio
|
Q2 2025
Added 35.17%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
183,137
shares
|
$9.85 Million
7.8% of portfolio
|
Q4 2023
Reduced 2.72%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
181,675
shares
|
$9.77 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
181,098
shares
|
$9.74 Million
0.3% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
181,043
shares
|
$9.74 Million
0.91% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
180,772
shares
|
$9.73 Million
3.65% of portfolio
|
Q4 2022
Added 6.13%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Jul 21, 2025 Q2 2025 |
180,167
shares
|
$9.69 Million
7.21% of portfolio
|
Q2 2025
Added 360234.0%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
178,161
shares
|
$9.59 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
177,824
shares
|
$9.57 Million
2.1% of portfolio
|
Q2 2025
Reduced 7.56%
|