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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
177,275
shares
|
$9.54 Million
0.91% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
175,758
shares
|
$9.46 Million
0.72% of portfolio
|
Q2 2025
Added 65.73%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
175,601
shares
|
$9.45 Million
3.04% of portfolio
|
Q2 2025
Added 192.66%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
174,299
shares
|
$9.38 Million
0.65% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
172,066
shares
|
$9.26 Million
1.21% of portfolio
|
Q4 2024
Added 33.34%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
171,795
shares
|
$9.24 Million
0.93% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
171,199
shares
|
$9.21 Million
1.11% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
169,723
shares
|
$9.13 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
167,954
shares
|
$9.04 Million
4.12% of portfolio
|
Q2 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
167,844
shares
|
$9.03 Million
0.18% of portfolio
|
Q1 2024
Added 6.68%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
165,556
shares
|
$8.91 Million
4.64% of portfolio
|
Q2 2025
New holding
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
165,227
shares
|
$8.89 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
164,992
shares
|
$8.88 Million
1.22% of portfolio
|
Q2 2025
Added 1081.05%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
164,652
shares
|
$8.86 Million
0.72% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
164,211
shares
|
$8.83 Million
0.04% of portfolio
|
Q2 2025
Reduced 47.8%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
163,036
shares
|
$8.77 Million
4.52% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
162,045
shares
|
$8.72 Million
0.21% of portfolio
|
Q2 2020
Reduced 7.27%
|
|
|
5th Street Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
160,862
shares
|
$8.65 Million
4.2% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
159,945
shares
|
$8.61 Million
1.68% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
158,901
shares
|
$8.55 Million
0.19% of portfolio
|
Q4 2023
Added 165.54%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
157,383
shares
|
$8.47 Million
0.08% of portfolio
|
Q2 2025
Added 247.72%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
157,356
shares
|
$8.47 Million
2.73% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
156,811
shares
|
$8.44 Million
3.28% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
156,715
shares
|
$8.43 Million
0.95% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
156,377
shares
|
$8.41 Million
0.38% of portfolio
|
Q2 2025
Added 74.69%
|