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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
111,090
shares
|
$5.98 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
111,046
shares
|
$5.97 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
111,039
shares
|
$5.97 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
110,011
shares
|
$5.92 Million
0.24% of portfolio
|
Q2 2025
Added 46.1%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
109,237
shares
|
$5.88 Million
2.36% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
108,968
shares
|
$5.86 Million
3.56% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
108,843
shares
|
$5.86 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
108,069
shares
|
$5.81 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
107,475
shares
|
$5.78 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
106,581
shares
|
$5.73 Million
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
106,009
shares
|
$5.7 Million
1.19% of portfolio
|
Q2 2025
Added 205.65%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
105,737
shares
|
$5.69 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
105,618
shares
|
$5.68 Million
0.23% of portfolio
|
Q2 2025
Reduced 35.46%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
105,572
shares
|
$5.68 Million
2.33% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
105,398
shares
|
$5.67 Million
0.49% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
105,298
shares
|
$5.67 Million
1.32% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
105,294
shares
|
$5.66 Million
0.13% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
104,264
shares
|
$5.61 Million
0.01% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
104,207
shares
|
$5.61 Million
2.23% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
103,047
shares
|
$5.54 Million
0.14% of portfolio
|
Q2 2025
Reduced 13.78%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
102,937
shares
|
$5.54 Million
0.66% of portfolio
|
Q2 2025
Added 100.25%
|
|
|
Volterra Technologies LP
New York, NY |
Aug 14, 2025 Q2 2025 |
102,899
shares
|
$5.54 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
102,750
shares
|
$5.53 Million
4.52% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
101,399
shares
|
$5.46 Million
0.1% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
101,054
shares
|
$5.44 Million
2.25% of portfolio
|
Q2 2025
Reduced 19.68%
|