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 |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
32,057
shares
|
$1.72 Million
0.13% of portfolio
|
Q4 2022
Added 323.64%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
32,025
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
31,989
shares
|
$1.72 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
31,941
shares
|
$1.72 Million
0.13% of portfolio
|
Q3 2022
Added 0.53%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
31,891
shares
|
$1.72 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
31,851
shares
|
$1.71 Million
0.22% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
31,754
shares
|
$1.71 Million
1.0% of portfolio
|
Q4 2024
Added 23.3%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
31,754
shares
|
$1.71 Million
0.26% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
31,745
shares
|
$1.71 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
31,608
shares
|
$1.7 Million
0.13% of portfolio
|
Q2 2025
Added 37.68%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
31,441
shares
|
$1.69 Million
0.07% of portfolio
|
Q2 2025
Added 326.43%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
31,423
shares
|
$1.69 Million
0.93% of portfolio
|
Q2 2025
Reduced 46.46%
|
|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
31,136
shares
|
$1.68 Million
0.82% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
30,970
shares
|
$1.67 Million
0.6% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
30,895
shares
|
$1.66 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
30,871
shares
|
$1.66 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
30,670
shares
|
$1.65 Million
0.33% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
30,637
shares
|
$1.65 Million
0.14% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
30,263
shares
|
$1.63 Million
0.06% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
30,191
shares
|
$1.62 Million
0.19% of portfolio
|
Q2 2025
Added 21.3%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
30,166
shares
|
$1.62 Million
1.31% of portfolio
|
Q2 2025
Reduced 19.95%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
29,961
shares
|
$1.61 Million
0.62% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
29,939
shares
|
$1.61 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
29,905
shares
|
$1.61 Million
1.09% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
29,879
shares
|
$1.61 Million
0.8% of portfolio
|
Q2 2025
Reduced 3.12%
|