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 |
|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
141,571
shares
|
$7.46 Million
1.39% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
141,250
shares
|
$7.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.26%
|
|
|
Goldentree Asset Management LP
New York, NY |
May 14, 2025 Q1 2025 |
139,000
shares
|
$7.32 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
138,614
shares
|
$7.3 Million
0.0% of portfolio
|
Q1 2025
Added 63.08%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
137,412
shares
|
$7.24 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
137,394
shares
|
$7.24 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
137,259
shares
|
$7.23 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
137,146
shares
|
$7.22 Million
0.47% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
136,283
shares
|
$7.18 Million
0.19% of portfolio
|
Q1 2025
Added 31.91%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
131,130
shares
|
$6.91 Million
0.26% of portfolio
|
Q4 2024
Reduced 51.66%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
130,547
shares
|
$6.88 Million
0.67% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
130,205
shares
|
$6.86 Million
3.44% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
129,907
shares
|
$6.84 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
129,549
shares
|
$6.82 Million
0.6% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
128,207
shares
|
$6.75 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
127,354
shares
|
$6.71 Million
0.4% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
125,913
shares
|
$6.63 Million
5.78% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
125,904
shares
|
$6.63 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
125,619
shares
|
$6.62 Million
0.06% of portfolio
|
Q1 2025
Added 22.61%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
125,286
shares
|
$6.6 Million
0.94% of portfolio
|
Q3 2023
Reduced 19.89%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
125,114
shares
|
$6.59 Million
1.55% of portfolio
|
Q1 2025
Reduced 25.97%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
124,964
shares
|
$6.58 Million
0.2% of portfolio
|
Q1 2025
Added 225.36%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
124,636
shares
|
$6.57 Million
4.15% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
124,603
shares
|
$6.56 Million
0.37% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
124,367
shares
|
$6.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.15%
|