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 |
|---|---|---|---|---|---|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
111,903
shares
|
$5.9 Million
0.9% of portfolio
|
Q1 2025
Added 54.37%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
111,130
shares
|
$5.85 Million
0.23% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
111,039
shares
|
$5.85 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
110,927
shares
|
$5.84 Million
1.53% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
110,923
shares
|
$5.84 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
110,808
shares
|
$5.84 Million
0.22% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
110,193
shares
|
$5.8 Million
0.05% of portfolio
|
Q1 2025
Added 75.13%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
110,011
shares
|
$5.8 Million
0.24% of portfolio
|
Q2 2025
Added 46.1%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
109,237
shares
|
$5.75 Million
2.36% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
109,180
shares
|
$5.75 Million
0.12% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
109,119
shares
|
$5.75 Million
1.06% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
108,968
shares
|
$5.74 Million
3.56% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
108,495
shares
|
$5.72 Million
4.02% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
108,033
shares
|
$5.69 Million
3.55% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
107,873
shares
|
$5.68 Million
0.41% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
107,475
shares
|
$5.66 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
107,074
shares
|
$5.64 Million
3.54% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
106,503
shares
|
$5.61 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
106,033
shares
|
$5.59 Million
0.02% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
106,009
shares
|
$5.58 Million
1.19% of portfolio
|
Q2 2025
Added 205.65%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
105,723
shares
|
$5.57 Million
0.24% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
105,618
shares
|
$5.56 Million
0.23% of portfolio
|
Q2 2025
Reduced 35.46%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
105,572
shares
|
$5.56 Million
2.33% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
105,242
shares
|
$5.54 Million
1.28% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
104,207
shares
|
$5.49 Million
2.23% of portfolio
|
Q2 2025
Reduced 0.1%
|