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 1.01 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 |
|---|---|---|---|---|---|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
121,724
shares
|
$6.41 Million
4.22% of portfolio
|
Q4 2022
New holding
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
121,449
shares
|
$6.4 Million
2.5% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
121,149
shares
|
$6.38 Million
0.27% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
120,996
shares
|
$6.37 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
120,562
shares
|
$6.35 Million
0.01% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
120,388
shares
|
$6.34 Million
0.05% of portfolio
|
Q1 2025
Added 36.82%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
120,301
shares
|
$6.34 Million
0.92% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
119,518
shares
|
$6.3 Million
0.21% of portfolio
|
Q1 2025
Reduced 20.94%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
119,205
shares
|
$6.28 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
116,091
shares
|
$6.12 Million
0.17% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
116,080
shares
|
$6.12 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
116,058
shares
|
$6.11 Million
0.14% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
115,883
shares
|
$6.1 Million
0.74% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
115,729
shares
|
$6.1 Million
3.26% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
114,839
shares
|
$6.05 Million
0.46% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
114,325
shares
|
$6.02 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
114,316
shares
|
$6.02 Million
0.18% of portfolio
|
Q1 2025
Added 96.35%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
114,100
shares
|
$6.01 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
114,068
shares
|
$6.01 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
113,860
shares
|
$6 Million
0.32% of portfolio
|
Q2 2025
Reduced 30.73%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
113,241
shares
|
$5.97 Million
0.01% of portfolio
|
Q1 2025
Reduced 28.74%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
112,759
shares
|
$5.94 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
112,139
shares
|
$5.91 Million
0.09% of portfolio
|
Q1 2025
Reduced 16.94%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
112,104
shares
|
$5.91 Million
1.3% of portfolio
|
Q3 2024
Added 1435.46%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
112,058
shares
|
$5.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.96%
|