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 |
|---|---|---|---|---|---|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
50,017
shares
|
$2.69 Million
1.35% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
49,893
shares
|
$2.68 Million
0.25% of portfolio
|
Q2 2025
Added 22.31%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
49,876
shares
|
$2.68 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
49,779
shares
|
$2.68 Million
0.35% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
49,690
shares
|
$2.67 Million
0.18% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
49,449
shares
|
$2.66 Million
0.24% of portfolio
|
Q2 2025
Reduced 14.07%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
49,117
shares
|
$2.64 Million
0.9% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
49,055
shares
|
$2.64 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
48,860
shares
|
$2.63 Million
0.4% of portfolio
|
Q2 2025
Added 17.35%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
48,786
shares
|
$2.62 Million
0.28% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
48,724
shares
|
$2.62 Million
0.12% of portfolio
|
Q2 2025
Added 147.81%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
48,686
shares
|
$2.62 Million
0.31% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
48,595
shares
|
$2.61 Million
0.37% of portfolio
|
Q4 2020
Added 1.79%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
48,160
shares
|
$2.59 Million
0.02% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
47,964
shares
|
$2.58 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Dorsey Wright & Associates
|
Aug 11, 2025 Q2 2025 |
47,939
shares
|
$2.58 Million
0.61% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
47,748
shares
|
$2.57 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
47,643
shares
|
$2.56 Million
0.29% of portfolio
|
Q2 2025
Added 72.77%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
47,518
shares
|
$2.56 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
47,503
shares
|
$2.56 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Aug 18, 2025 Q2 2025 |
47,488
shares
|
$2.55 Million
1.12% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
47,442
shares
|
$2.55 Million
0.56% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
47,376
shares
|
$2.55 Million
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
47,263
shares
|
$2.54 Million
2.36% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
47,113
shares
|
$2.53 Million
1.13% of portfolio
|
Q2 2025
Reduced 15.45%
|