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 |
|---|---|---|---|---|---|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
61,728
shares
|
$3.32 Million
2.05% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
61,684
shares
|
$3.32 Million
0.81% of portfolio
|
Q2 2022
Added 23.7%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
61,318
shares
|
$3.3 Million
0.81% of portfolio
|
Q2 2025
Added 28.22%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
61,002
shares
|
$3.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.38%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
60,610
shares
|
$3.26 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
60,530
shares
|
$3.26 Million
0.36% of portfolio
|
Q1 2022
New holding
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
60,192
shares
|
$3.24 Million
2.74% of portfolio
|
Q2 2025
Added 487.3%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
59,952
shares
|
$3.23 Million
1.97% of portfolio
|
Q2 2025
Added 105.92%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
59,837
shares
|
$3.22 Million
0.02% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
59,811
shares
|
$3.22 Million
0.17% of portfolio
|
Q2 2025
Reduced 32.73%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
59,741
shares
|
$3.21 Million
2.15% of portfolio
|
Q2 2025
Reduced 44.21%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
59,627
shares
|
$3.21 Million
0.19% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
59,586
shares
|
$3.21 Million
0.17% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
59,562
shares
|
$3.2 Million
0.33% of portfolio
|
Q2 2025
Added 14.66%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
59,399
shares
|
$3.2 Million
0.11% of portfolio
|
Q2 2025
Reduced 22.23%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
59,347
shares
|
$3.19 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
59,253
shares
|
$3.19 Million
2.39% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
59,210
shares
|
$3.19 Million
0.01% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
59,015
shares
|
$3.18 Million
3.53% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Orca Investment Management, LLC
|
Jul 25, 2025 Q2 2025 |
58,892
shares
|
$3.17 Million
2.83% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
58,600
shares
|
$3.15 Million
0.19% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
58,385
shares
|
$3.14 Million
0.23% of portfolio
|
Q2 2025
Added 48.88%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
58,234
shares
|
$3.13 Million
0.22% of portfolio
|
Q3 2022
Reduced 23.04%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
58,094
shares
|
$3.13 Million
0.09% of portfolio
|
Q1 2025
Added 78.48%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
58,045
shares
|
$3.12 Million
0.94% of portfolio
|
Q2 2025
Added 3.13%
|