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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
57,922
shares
|
$3.12 Million
0.53% of portfolio
|
Q2 2025
Added 32.24%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
57,708
shares
|
$3.1 Million
0.82% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
57,695
shares
|
$3.1 Million
0.83% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
57,299
shares
|
$3.08 Million
0.27% of portfolio
|
Q1 2025
Added 215.73%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
57,112
shares
|
$3.07 Million
2.06% of portfolio
|
Q3 2022
Reduced 50.49%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
56,919
shares
|
$3.06 Million
0.78% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
56,871
shares
|
$3.06 Million
2.57% of portfolio
|
Q2 2025
Added 31.85%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
56,729
shares
|
$3.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Constitution Capital LLC
Shelton, CT |
Aug 13, 2025 Q2 2025 |
56,572
shares
|
$3.04 Million
1.52% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
56,387
shares
|
$3.03 Million
1.21% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
56,269
shares
|
$3.03 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
56,169
shares
|
$3.02 Million
0.4% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
56,160
shares
|
$3.02 Million
1.44% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
56,094
shares
|
$3.02 Million
1.4% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
55,990
shares
|
$3.01 Million
0.13% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
55,881
shares
|
$3.01 Million
2.39% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
55,798
shares
|
$3 Million
1.19% of portfolio
|
Q2 2025
Added 68.67%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
55,688
shares
|
$3 Million
12.03% of portfolio
|
Q3 2024
Reduced 49.69%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
55,481
shares
|
$2.98 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
55,306
shares
|
$2.98 Million
1.77% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
55,018
shares
|
$2.96 Million
0.73% of portfolio
|
Q2 2025
Reduced 73.21%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
55,015
shares
|
$2.96 Million
0.86% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
54,813
shares
|
$2.95 Million
0.01% of portfolio
|
Q1 2025
Added 274.07%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
54,770
shares
|
$2.95 Million
1.98% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
54,481
shares
|
$2.93 Million
0.06% of portfolio
|
Q2 2025
Added 2.36%
|