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 |
|---|---|---|---|---|---|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
43,225
shares
|
$2.33 Million
1.32% of portfolio
|
Q2 2025
Added 18.09%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
43,160
shares
|
$2.32 Million
0.53% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
43,090
shares
|
$2.32 Million
0.55% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
43,064
shares
|
$2.32 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
43,057
shares
|
$2.32 Million
0.54% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
42,665
shares
|
$2.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
42,584
shares
|
$2.29 Million
1.12% of portfolio
|
Q2 2025
New holding
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
42,531
shares
|
$2.29 Million
0.64% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
42,343
shares
|
$2.28 Million
0.99% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
42,289
shares
|
$2.28 Million
0.82% of portfolio
|
Q2 2025
Reduced 40.87%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
42,170
shares
|
$2.27 Million
1.27% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
42,105
shares
|
$2.27 Million
0.08% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
42,035
shares
|
$2.26 Million
0.02% of portfolio
|
Q2 2025
Reduced 78.73%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
41,786
shares
|
$2.25 Million
0.3% of portfolio
|
Q4 2022
Reduced 23.15%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
41,786
shares
|
$2.25 Million
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
41,691
shares
|
$2.24 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
41,690
shares
|
$2.24 Million
1.16% of portfolio
|
Q1 2025
Reduced 97.99%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
41,327
shares
|
$2.22 Million
0.76% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
41,261
shares
|
$2.22 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
41,137
shares
|
$2.21 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
40,842
shares
|
$2.2 Million
0.04% of portfolio
|
Q4 2023
Added 13.21%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
40,799
shares
|
$2.19 Million
1.45% of portfolio
|
Q2 2025
Added 39.18%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
40,233
shares
|
$2.16 Million
0.33% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
40,102
shares
|
$2.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.26%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
40,024
shares
|
$2.15 Million
0.09% of portfolio
|
Q2 2025
Added 0.2%
|