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 |
|---|---|---|---|---|---|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
85,574
shares
|
$4.51 Million
0.02% of portfolio
|
Q1 2025
Reduced 52.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
85,203
shares
|
$4.49 Million
0.24% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
84,381
shares
|
$4.45 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
83,882
shares
|
$4.42 Million
2.09% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
83,749
shares
|
$4.41 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
83,195
shares
|
$4.38 Million
0.05% of portfolio
|
Q1 2025
Added 24.34%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
83,046
shares
|
$4.37 Million
0.01% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
82,871
shares
|
$4.37 Million
2.29% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
82,253
shares
|
$4.33 Million
1.47% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
82,119
shares
|
$4.33 Million
0.03% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
81,464
shares
|
$4.29 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
81,431
shares
|
$4.29 Million
0.23% of portfolio
|
Q1 2025
Reduced 55.89%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
81,398
shares
|
$4.29 Million
0.51% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
81,285
shares
|
$4.28 Million
1.96% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
80,841
shares
|
$4.26 Million
1.43% of portfolio
|
Q2 2025
Added 900.76%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
80,500
shares
|
$4.24 Million
0.12% of portfolio
|
Q1 2025
Reduced 84.84%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
80,467
shares
|
$4.24 Million
0.56% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
80,455
shares
|
$4.24 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
|
$4.23 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
|
$4.23 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
79,506
shares
|
$4.19 Million
0.76% of portfolio
|
Q1 2025
Added 231.05%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jul 24, 2025 Q2 2025 |
79,494
shares
|
$4.19 Million
1.83% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Perbak Capital Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
79,157
shares
|
$4.17 Million
2.92% of portfolio
|
Q1 2025
New holding
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
78,962
shares
|
$4.16 Million
2.4% of portfolio
|
Q2 2025
Reduced 29.74%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
78,943
shares
|
$4.16 Million
0.0% of portfolio
|
Q1 2025
Added 0.64%
|