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 |
|---|---|---|---|---|---|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
40,003
shares
|
$2.15 Million
0.87% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
39,985
shares
|
$2.15 Million
0.6% of portfolio
|
Q1 2024
Added 18.93%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
39,913
shares
|
$2.15 Million
0.1% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
39,736
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2022
Reduced 94.8%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
39,718
shares
|
$2.14 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
39,549
shares
|
$2.13 Million
0.87% of portfolio
|
Q1 2023
Reduced 2.56%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
39,476
shares
|
$2.12 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
39,427
shares
|
$2.12 Million
0.55% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Aug 12, 2025 Q2 2025 |
39,310
shares
|
$2.11 Million
1.94% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
39,204
shares
|
$2.11 Million
0.71% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
39,152
shares
|
$2.11 Million
0.58% of portfolio
|
Q2 2025
Added 109.83%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
39,055
shares
|
$2.1 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
38,987
shares
|
$2.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
38,968
shares
|
$2.1 Million
0.17% of portfolio
|
Q2 2025
Reduced 29.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
38,438
shares
|
$2.07 Million
0.04% of portfolio
|
Q2 2025
Reduced 37.61%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
38,423
shares
|
$2.07 Million
0.63% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
38,254
shares
|
$2.06 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
37,536
shares
|
$2.02 Million
0.35% of portfolio
|
Q2 2025
Added 89.53%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
37,468
shares
|
$2.02 Million
0.58% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
37,339
shares
|
$2.01 Million
0.04% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
37,311
shares
|
$2.01 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
37,253
shares
|
$2 Million
0.03% of portfolio
|
Q2 2025
Reduced 33.68%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
37,224
shares
|
$2 Million
0.04% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
37,048
shares
|
$1.99 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
37,042
shares
|
$1.99 Million
0.2% of portfolio
|
Q1 2025
Reduced 23.35%
|