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 |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
54,279
shares
|
$2.92 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
54,042
shares
|
$2.91 Million
0.44% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
53,751
shares
|
$2.89 Million
0.1% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
53,466
shares
|
$2.88 Million
0.91% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
53,246
shares
|
$2.86 Million
2.4% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
53,196
shares
|
$2.86 Million
1.23% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
53,091
shares
|
$2.86 Million
0.19% of portfolio
|
Q2 2025
Reduced 18.86%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
53,075
shares
|
$2.86 Million
0.86% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
52,990
shares
|
$2.85 Million
0.09% of portfolio
|
Q2 2025
Added 14.74%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
52,959
shares
|
$2.85 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
52,843
shares
|
$2.84 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Win Advisors, Inc
|
Aug 14, 2025 Q2 2025 |
52,617
shares
|
$2.83 Million
1.4% of portfolio
|
Q2 2025
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
52,500
shares
|
$2.82 Million
0.33% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
51,687
shares
|
$2.78 Million
0.37% of portfolio
|
Q2 2025
Reduced 28.22%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
51,676
shares
|
$2.78 Million
0.35% of portfolio
|
Q2 2025
Reduced 30.6%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
51,655
shares
|
$2.78 Million
0.02% of portfolio
|
Q2 2025
Added 14.42%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
51,518
shares
|
$2.77 Million
0.16% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
51,072
shares
|
$2.75 Million
1.07% of portfolio
|
Q2 2025
Reduced 77.26%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
50,835
shares
|
$2.73 Million
0.81% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
50,712
shares
|
$2.73 Million
0.08% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
50,613
shares
|
$2.72 Million
0.21% of portfolio
|
Q2 2025
Reduced 12.91%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
50,175
shares
|
$2.7 Million
0.49% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
50,175
shares
|
$2.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 45.43%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
50,170
shares
|
$2.7 Million
0.23% of portfolio
|
Q2 2025
Added 154.84%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
50,164
shares
|
$2.7 Million
0.03% of portfolio
|
Q2 2025
New holding
|