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 |
|---|---|---|---|---|---|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
70,766
shares
|
$3.81 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
70,668
shares
|
$3.8 Million
0.92% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
70,288
shares
|
$3.78 Million
1.76% of portfolio
|
Q2 2025
Added 31.81%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
70,170
shares
|
$3.78 Million
1.91% of portfolio
|
Q3 2024
Added 267.25%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
70,038
shares
|
$3.77 Million
0.9% of portfolio
|
Q2 2025
New holding
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
69,761
shares
|
$3.75 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
69,182
shares
|
$3.72 Million
1.24% of portfolio
|
Q2 2025
Added 18.21%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
69,044
shares
|
$3.71 Million
1.79% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
69,044
shares
|
$3.71 Million
1.79% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
69,004
shares
|
$3.71 Million
1.76% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
68,972
shares
|
$3.71 Million
0.47% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
68,820
shares
|
$3.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
68,760
shares
|
$3.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 84.72%
|
|
|
First National Bank Of Hutchinson
|
Jul 29, 2025 Q2 2025 |
68,664
shares
|
$3.69 Million
2.27% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
68,557
shares
|
$3.69 Million
0.34% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
68,136
shares
|
$3.67 Million
0.33% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
67,990
shares
|
$3.66 Million
0.03% of portfolio
|
Q2 2025
Reduced 49.45%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
67,770
shares
|
$3.65 Million
1.11% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
67,595
shares
|
$3.64 Million
0.26% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
67,551
shares
|
$3.63 Million
0.05% of portfolio
|
Q2 2025
Added 70.99%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
67,369
shares
|
$3.62 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
66,956
shares
|
$3.6 Million
1.38% of portfolio
|
Q2 2022
Added 0.59%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
66,902
shares
|
$3.6 Million
2.49% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
66,672
shares
|
$3.59 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
66,642
shares
|
$3.59 Million
0.02% of portfolio
|
Q2 2025
Added 0.02%
|