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 |
|---|---|---|---|---|---|
|
Cavalier Investments, LLC
|
Jul 30, 2025 Q2 2025 |
138,859
shares
|
$7.47 Million
2.28% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
138,654
shares
|
$7.46 Million
0.17% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
137,169
shares
|
$7.38 Million
0.65% of portfolio
|
Q1 2025
Added 27.06%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
136,242
shares
|
$7.33 Million
0.51% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
136,100
shares
|
$7.32 Million
0.12% of portfolio
|
Q2 2025
Reduced 21.24%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
135,870
shares
|
$7.31 Million
0.18% of portfolio
|
Q2 2025
Added 93.29%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
135,517
shares
|
$7.29 Million
0.07% of portfolio
|
Q2 2025
Added 62.89%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
135,342
shares
|
$7.28 Million
0.87% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
133,808
shares
|
$7.2 Million
0.03% of portfolio
|
Q2 2025
Added 31.79%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
132,497
shares
|
$7.13 Million
5.69% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
131,634
shares
|
$7.08 Million
0.06% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
130,722
shares
|
$7.03 Million
2.09% of portfolio
|
Q2 2025
Reduced 15.06%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
130,547
shares
|
$7.02 Million
0.67% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
130,000
shares
|
$6.99 Million
1.41% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
129,549
shares
|
$6.97 Million
0.6% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
129,047
shares
|
$6.94 Million
0.26% of portfolio
|
Q2 2025
Reduced 34.78%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
129,042
shares
|
$6.94 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
126,508
shares
|
$6.81 Million
0.51% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
125,904
shares
|
$6.77 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
125,666
shares
|
$6.76 Million
3.09% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
125,286
shares
|
$6.74 Million
0.94% of portfolio
|
Q3 2023
Reduced 19.89%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
124,636
shares
|
$6.71 Million
4.15% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Aragon Global Management, LP
Miami, FL |
Aug 14, 2025 Q2 2025 |
124,500
shares
|
$6.7 Million
2.62% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
124,367
shares
|
$6.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
124,112
shares
|
$6.68 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.8%
|