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 |
|---|---|---|---|---|---|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
156,021
shares
|
$8.39 Million
0.18% of portfolio
|
Q2 2025
Added 13.54%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
155,975
shares
|
$8.39 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
155,755
shares
|
$8.38 Million
2.72% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
155,267
shares
|
$8.35 Million
0.32% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
154,370
shares
|
$8.31 Million
0.22% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
153,636
shares
|
$8.27 Million
0.57% of portfolio
|
Q2 2025
Reduced 53.38%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
152,797
shares
|
$8.22 Million
2.08% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
152,031
shares
|
$8.18 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
151,740
shares
|
$8.16 Million
0.1% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
150,965
shares
|
$8.12 Million
3.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chescapmanager LLC
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
150,000
shares
|
$8.07 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
148,703
shares
|
$8 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
147,703
shares
|
$7.95 Million
3.28% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
147,603
shares
|
$7.94 Million
0.22% of portfolio
|
Q2 2025
Added 49.44%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
146,886
shares
|
$7.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
145,692
shares
|
$7.84 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
144,326
shares
|
$7.76 Million
3.57% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
144,269
shares
|
$7.76 Million
2.84% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
143,867
shares
|
$7.74 Million
0.27% of portfolio
|
Q2 2025
Reduced 27.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
143,773
shares
|
$7.73 Million
0.18% of portfolio
|
Q2 2025
Reduced 74.97%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
143,300
shares
|
$7.71 Million
1.36% of portfolio
|
Q2 2025
Reduced 21.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
142,883
shares
|
$7.69 Million
0.16% of portfolio
|
Q2 2025
Added 57.11%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
142,244
shares
|
$7.65 Million
0.13% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
141,571
shares
|
$7.62 Million
1.39% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
139,145
shares
|
$7.49 Million
0.45% of portfolio
|
Q2 2025
Added 1.46%
|