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 |
|---|---|---|---|---|---|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
100,699
shares
|
$5.42 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
100,604
shares
|
$5.41 Million
1.95% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100,158
shares
|
$5.39 Million
0.07% of portfolio
|
Q2 2024
Added 33.91%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
99,279
shares
|
$5.34 Million
4.18% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
99,114
shares
|
$5.33 Million
0.01% of portfolio
|
Q2 2023
Reduced 18.11%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
98,126
shares
|
$5.28 Million
0.03% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Aug 08, 2025 Q2 2025 |
97,753
shares
|
$5.26 Million
2.43% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
96,635
shares
|
$5.2 Million
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
95,829
shares
|
$5.16 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
95,608
shares
|
$5.14 Million
4.2% of portfolio
|
Q2 2025
Reduced 32.13%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
95,418
shares
|
$5.13 Million
0.21% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Martin & CO Inc
Knoxville, TN |
Aug 13, 2025 Q2 2025 |
94,757
shares
|
$5.1 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
94,644
shares
|
$5.09 Million
0.02% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
93,815
shares
|
$5.05 Million
1.36% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
93,790
shares
|
$5.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 56.05%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
93,744
shares
|
$5.04 Million
3.22% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
93,504
shares
|
$5.03 Million
0.4% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
93,400
shares
|
$5.02 Million
6.11% of portfolio
|
Q2 2025
Reduced 37.57%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
92,236
shares
|
$4.96 Million
2.72% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
91,738
shares
|
$4.94 Million
0.03% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
91,703
shares
|
$4.93 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.33%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
90,730
shares
|
$4.88 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
90,721
shares
|
$4.88 Million
1.19% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
90,429
shares
|
$4.87 Million
0.15% of portfolio
|
Q2 2025
Added 16.59%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
90,182
shares
|
$4.85 Million
0.65% of portfolio
|
Q2 2025
Added 0.38%
|