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 2,107 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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
104,020
shares
|
$5.48 Million
0.22% of portfolio
|
Q1 2025
Reduced 35.61%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
103,875
shares
|
$5.47 Million
3.45% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
103,784
shares
|
$5.47 Million
0.01% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
103,300
shares
|
$5.44 Million
5.03% of portfolio
|
Q1 2025
New holding
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
102,937
shares
|
$5.42 Million
0.66% of portfolio
|
Q2 2025
Added 100.25%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
102,837
shares
|
$5.42 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
101,531
shares
|
$5.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
101,399
shares
|
$5.34 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
|
$5.32 Million
2.25% of portfolio
|
Q2 2025
Reduced 19.68%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
100,945
shares
|
$5.32 Million
3.47% of portfolio
|
Q1 2025
Reduced 17.54%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
100,410
shares
|
$5.29 Million
0.62% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100,158
shares
|
$5.28 Million
0.07% of portfolio
|
Q2 2024
Added 33.91%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
99,957
shares
|
$5.27 Million
0.06% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
99,697
shares
|
$5.25 Million
0.44% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
99,114
shares
|
$5.22 Million
0.01% of portfolio
|
Q2 2023
Reduced 18.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
98,772
shares
|
$5.2 Million
0.15% of portfolio
|
Q1 2025
Added 44.42%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
98,622
shares
|
$5.2 Million
0.78% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
98,499
shares
|
$5.19 Million
0.76% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
97,001
shares
|
$5.11 Million
3.11% of portfolio
|
Q1 2025
New holding
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
96,838
shares
|
$5.1 Million
2.5% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
96,635
shares
|
$5.09 Million
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
95,608
shares
|
$5.04 Million
4.2% of portfolio
|
Q2 2025
Reduced 32.13%
|
|
|
Martin & CO Inc
Knoxville, TN |
May 15, 2025 Q1 2025 |
94,940
shares
|
$5 Million
0.98% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
93,660
shares
|
$4.93 Million
0.11% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
92,675
shares
|
$4.88 Million
0.41% of portfolio
|
Q1 2025
New holding
|