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 Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
66,602
shares
|
$3.58 Million
0.02% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
66,366
shares
|
$3.57 Million
0.61% of portfolio
|
Q2 2022
Reduced 0.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
66,302
shares
|
$3.57 Million
0.0% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
66,208
shares
|
$3.56 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
65,920
shares
|
$3.55 Million
1.86% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
65,814
shares
|
$3.54 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
65,782
shares
|
$3.54 Million
1.39% of portfolio
|
Q2 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
65,506
shares
|
$3.52 Million
0.0% of portfolio
|
Q2 2025
Added 61.56%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
65,429
shares
|
$3.52 Million
0.92% of portfolio
|
Q3 2022
Added 4.6%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
65,169
shares
|
$3.51 Million
0.35% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
65,154
shares
|
$3.51 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
64,807
shares
|
$3.49 Million
0.05% of portfolio
|
Q2 2025
Added 119.36%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
64,587
shares
|
$3.47 Million
0.29% of portfolio
|
Q2 2025
Reduced 17.88%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
64,568
shares
|
$3.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
64,345
shares
|
$3.46 Million
2.3% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
64,342
shares
|
$3.46 Million
0.03% of portfolio
|
Q1 2025
Added 25.68%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
63,878
shares
|
$3.44 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
63,545
shares
|
$3.42 Million
1.12% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
63,480
shares
|
$3.42 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
63,019
shares
|
$3.39 Million
0.82% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
62,645
shares
|
$3.37 Million
0.04% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
62,493
shares
|
$3.36 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
62,082
shares
|
$3.34 Million
0.32% of portfolio
|
Q2 2023
Reduced 4.86%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
61,979
shares
|
$3.33 Million
1.02% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
61,791
shares
|
$3.32 Million
0.95% of portfolio
|
Q2 2025
Added 11.35%
|