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 |
|---|---|---|---|---|---|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
34,411
shares
|
$1.85 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
34,262
shares
|
$1.84 Million
0.05% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
34,258
shares
|
$1.84 Million
0.89% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
34,150
shares
|
$1.84 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
34,120
shares
|
$1.84 Million
0.34% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
34,100
shares
|
$1.83 Million
2.32% of portfolio
|
Q1 2023
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
34,050
shares
|
$1.83 Million
1.16% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
33,933
shares
|
$1.83 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
33,835
shares
|
$1.82 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
33,811
shares
|
$1.82 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
33,685
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Added 65.43%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
33,515
shares
|
$1.8 Million
0.31% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
33,505
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
33,487
shares
|
$1.8 Million
0.47% of portfolio
|
Q2 2025
Reduced 69.81%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
33,446
shares
|
$1.8 Million
0.12% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
33,357
shares
|
$1.79 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
33,184
shares
|
$1.79 Million
0.1% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
33,139
shares
|
$1.78 Million
0.11% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
32,943
shares
|
$1.77 Million
1.33% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
32,889
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 93.89%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
32,714
shares
|
$1.76 Million
0.06% of portfolio
|
Q2 2025
Added 34.29%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jul 14, 2025 Q2 2025 |
32,694
shares
|
$1.76 Million
4.42% of portfolio
|
Q2 2025
New holding
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
32,434
shares
|
$1.74 Million
0.63% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
32,248
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2022
Added 93.02%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
32,116
shares
|
$1.73 Million
0.38% of portfolio
|
Q2 2025
Added 2.24%
|