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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
37,016
shares
|
$1.99 Million
0.11% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
37,000
shares
|
$1.99 Million
0.02% of portfolio
|
Q2 2025
Reduced 90.18%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
36,864
shares
|
$1.98 Million
0.06% of portfolio
|
Q2 2025
Reduced 70.5%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
36,858
shares
|
$1.98 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
36,630
shares
|
$1.97 Million
1.55% of portfolio
|
Q1 2025
Added 18123.88%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
36,467
shares
|
$1.96 Million
2.04% of portfolio
|
Q2 2025
Reduced 20.74%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
36,276
shares
|
$1.95 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
36,272
shares
|
$1.95 Million
0.39% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
36,133
shares
|
$1.94 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
36,120
shares
|
$1.94 Million
0.26% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
35,953
shares
|
$1.93 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
35,806
shares
|
$1.93 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
35,571
shares
|
$1.91 Million
0.04% of portfolio
|
Q2 2025
Reduced 67.42%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
35,530
shares
|
$1.91 Million
1.46% of portfolio
|
Q2 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
35,454
shares
|
$1.91 Million
0.32% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
35,425
shares
|
$1.91 Million
0.46% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
35,331
shares
|
$1.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
35,300
shares
|
$1.9 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
35,296
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
35,048
shares
|
$1.89 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
35,042
shares
|
$1.89 Million
0.3% of portfolio
|
Q2 2025
Added 62.32%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
34,931
shares
|
$1.88 Million
0.03% of portfolio
|
Q2 2025
Reduced 73.05%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
34,695
shares
|
$1.87 Million
0.13% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
34,656
shares
|
$1.86 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
34,439
shares
|
$1.85 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.33%
|