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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
47,095
shares
|
$2.53 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
46,986
shares
|
$2.53 Million
1.06% of portfolio
|
Q1 2024
Reduced 17.18%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
46,951
shares
|
$2.53 Million
0.14% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
46,924
shares
|
$2.52 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
46,745
shares
|
$2.51 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
46,546
shares
|
$2.5 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
46,544
shares
|
$2.5 Million
0.29% of portfolio
|
Q2 2025
Reduced 91.59%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
45,977
shares
|
$2.47 Million
0.6% of portfolio
|
Q2 2025
Reduced 18.25%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
45,730
shares
|
$2.46 Million
2.04% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
45,723
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
45,619
shares
|
$2.45 Million
1.38% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
45,572
shares
|
$2.45 Million
1.02% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
45,503
shares
|
$2.45 Million
0.13% of portfolio
|
Q2 2025
Reduced 27.56%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
45,412
shares
|
$2.44 Million
1.56% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
45,100
shares
|
$2.43 Million
1.29% of portfolio
|
Q2 2025
New holding
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
45,000
shares
|
$2.42 Million
2.75% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
44,743
shares
|
$2.41 Million
0.99% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
44,697
shares
|
$2.4 Million
0.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
44,482
shares
|
$2.39 Million
1.34% of portfolio
|
Q1 2023
Reduced 8.35%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
44,459
shares
|
$2.39 Million
0.04% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
44,156
shares
|
$2.38 Million
0.48% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
44,138
shares
|
$2.37 Million
0.22% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
43,828
shares
|
$2.36 Million
0.2% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
43,401
shares
|
$2.33 Million
0.57% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
43,393
shares
|
$2.33 Million
1.19% of portfolio
|
Q2 2025
Reduced 25.69%
|