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 |
|---|---|---|---|---|---|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
82,253
shares
|
$4.43 Million
1.47% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
81,483
shares
|
$4.38 Million
0.49% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
81,482
shares
|
$4.38 Million
0.18% of portfolio
|
Q2 2025
Reduced 22.93%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
81,464
shares
|
$4.38 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
80,984
shares
|
$4.36 Million
0.41% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
80,841
shares
|
$4.35 Million
1.43% of portfolio
|
Q2 2025
Added 900.76%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
80,467
shares
|
$4.33 Million
0.56% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
80,455
shares
|
$4.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.24%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
80,342
shares
|
$4.32 Million
0.1% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
80,338
shares
|
$4.32 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
80,053
shares
|
$4.31 Million
0.32% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jul 24, 2025 Q2 2025 |
79,494
shares
|
$4.28 Million
1.83% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
79,466
shares
|
$4.28 Million
1.55% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
78,962
shares
|
$4.25 Million
2.4% of portfolio
|
Q2 2025
Reduced 29.74%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
78,834
shares
|
$4.24 Million
0.05% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
78,796
shares
|
$4.24 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
78,680
shares
|
$4.23 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
77,604
shares
|
$4.18 Million
2.32% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
77,240
shares
|
$4.16 Million
1.9% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
77,113
shares
|
$4.15 Million
0.64% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Gillson Capital LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
77,000
shares
|
$4.14 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
76,795
shares
|
$4.13 Million
3.53% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
76,663
shares
|
$4.12 Million
0.29% of portfolio
|
Q2 2025
Reduced 33.24%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
76,546
shares
|
$4.12 Million
0.2% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
75,889
shares
|
$4.08 Million
0.92% of portfolio
|
Q2 2025
Added 4.52%
|