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 |
|---|---|---|---|---|---|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
75,782
shares
|
$4.08 Million
1.64% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Aug 13, 2025 Q2 2025 |
75,550
shares
|
$4.06 Million
1.24% of portfolio
|
Q2 2025
Added 229.48%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
75,378
shares
|
$4.06 Million
0.18% of portfolio
|
Q2 2025
Reduced 35.23%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
75,272
shares
|
$4.05 Million
2.54% of portfolio
|
Q2 2022
Added 150444.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
75,252
shares
|
$4.05 Million
0.25% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
75,066
shares
|
$4.04 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
75,048
shares
|
$4.04 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
74,691
shares
|
$4.02 Million
1.6% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
74,654
shares
|
$4.02 Million
0.11% of portfolio
|
Q2 2025
Added 41.1%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
74,494
shares
|
$4.01 Million
0.25% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
74,168
shares
|
$3.99 Million
0.02% of portfolio
|
Q2 2025
Added 129.42%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
73,305
shares
|
$3.94 Million
0.74% of portfolio
|
Q1 2024
Reduced 19.15%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Aug 13, 2025 Q2 2025 |
73,043
shares
|
$3.93 Million
4.81% of portfolio
|
Q2 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
72,943
shares
|
$3.92 Million
1.16% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
72,661
shares
|
$3.91 Million
0.06% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
72,122
shares
|
$3.88 Million
1.76% of portfolio
|
Q2 2025
Added 37.18%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
72,074
shares
|
$3.88 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
71,844
shares
|
$3.87 Million
0.44% of portfolio
|
Q2 2025
Reduced 20.2%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
71,554
shares
|
$3.85 Million
1.3% of portfolio
|
Q3 2022
Reduced 1.06%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
71,531
shares
|
$3.85 Million
0.0% of portfolio
|
Q2 2025
Added 14.14%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
71,515
shares
|
$3.85 Million
0.19% of portfolio
|
Q2 2025
Reduced 49.63%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
71,444
shares
|
$3.84 Million
3.93% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
71,381
shares
|
$3.84 Million
1.06% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Jul 11, 2025 Q2 2025 |
70,912
shares
|
$3.82 Million
4.78% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
70,870
shares
|
$3.81 Million
0.98% of portfolio
|
Q3 2024
Added 5.98%
|