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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
78,796
shares
|
$4.15 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
78,680
shares
|
$4.14 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
78,645
shares
|
$4.14 Million
0.4% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
78,379
shares
|
$4.13 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
77,955
shares
|
$4.11 Million
2.05% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
77,604
shares
|
$4.09 Million
2.32% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
76,795
shares
|
$4.05 Million
3.53% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
76,546
shares
|
$4.03 Million
0.2% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
75,889
shares
|
$4 Million
0.92% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
75,888
shares
|
$4 Million
0.31% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
75,782
shares
|
$3.99 Million
1.64% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
75,630
shares
|
$3.98 Million
1.06% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
75,453
shares
|
$3.97 Million
2.61% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
75,378
shares
|
$3.97 Million
0.18% of portfolio
|
Q2 2025
Reduced 35.23%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
75,272
shares
|
$3.97 Million
2.54% of portfolio
|
Q2 2022
Added 150444.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
75,252
shares
|
$3.96 Million
0.25% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
74,736
shares
|
$3.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
73,785
shares
|
$3.89 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
73,681
shares
|
$3.88 Million
0.25% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
73,305
shares
|
$3.86 Million
0.74% of portfolio
|
Q1 2024
Reduced 19.15%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
72,558
shares
|
$3.82 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
72,142
shares
|
$3.8 Million
1.95% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
72,122
shares
|
$3.8 Million
1.76% of portfolio
|
Q2 2025
Added 37.18%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
72,074
shares
|
$3.8 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
72,036
shares
|
$3.79 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.37%
|