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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
90,097
shares
|
$4.85 Million
0.04% of portfolio
|
Q2 2025
Added 283.57%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
89,758
shares
|
$4.83 Million
1.2% of portfolio
|
Q3 2023
Reduced 9.5%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
89,289
shares
|
$4.8 Million
1.79% of portfolio
|
Q2 2025
Added 47.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
88,841
shares
|
$4.78 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
88,535
shares
|
$4.76 Million
0.11% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
88,384
shares
|
$4.76 Million
0.81% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
88,223
shares
|
$4.75 Million
1.95% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
88,028
shares
|
$4.74 Million
0.7% of portfolio
|
Q2 2025
Reduced 71.29%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Aug 14, 2025 Q2 2025 |
88,000
shares
|
$4.73 Million
0.22% of portfolio
|
Q1 2025
Reduced 85.55%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
87,801
shares
|
$4.72 Million
0.3% of portfolio
|
Q4 2022
Reduced 2.79%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
87,762
shares
|
$4.72 Million
0.2% of portfolio
|
Q2 2025
Added 21.38%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
87,625
shares
|
$4.71 Million
0.2% of portfolio
|
Q2 2025
Reduced 15.76%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
87,607
shares
|
$4.71 Million
0.25% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
86,809
shares
|
$4.67 Million
3.05% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
86,743
shares
|
$4.67 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
86,156
shares
|
$4.64 Million
0.13% of portfolio
|
Q2 2025
Added 3693.75%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
85,618
shares
|
$4.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
85,405
shares
|
$4.59 Million
0.81% of portfolio
|
Q2 2025
Reduced 21.73%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
84,890
shares
|
$4.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 56.36%
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
83,882
shares
|
$4.51 Million
2.09% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
83,749
shares
|
$4.51 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
83,046
shares
|
$4.47 Million
0.01% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
82,929
shares
|
$4.46 Million
0.05% of portfolio
|
Q2 2025
Added 49.19%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
82,871
shares
|
$4.46 Million
2.29% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
82,579
shares
|
$4.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.5%
|