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 |
|---|---|---|---|---|---|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
29,876
shares
|
$1.61 Million
0.87% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
29,731
shares
|
$1.6 Million
0.58% of portfolio
|
Q2 2025
Added 34.41%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
29,545
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
29,534
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
29,496
shares
|
$1.59 Million
0.53% of portfolio
|
Q2 2023
Added 14.4%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
29,293
shares
|
$1.58 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
29,288
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
29,156
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2025
Added 27.69%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Aug 14, 2025 Q2 2025 |
29,000
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
28,895
shares
|
$1.55 Million
0.24% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
28,884
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
28,825
shares
|
$1.55 Million
0.83% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
28,816
shares
|
$1.55 Million
0.57% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
28,816
shares
|
$1.55 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
28,789
shares
|
$1.55 Million
0.67% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
28,771
shares
|
$1.55 Million
0.04% of portfolio
|
Q3 2023
Added 45.59%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
28,667
shares
|
$1.54 Million
0.36% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
28,648
shares
|
$1.54 Million
1.14% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
28,608
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
28,539
shares
|
$1.54 Million
0.13% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
28,481
shares
|
$1.53 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
28,388
shares
|
$1.53 Million
0.75% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
28,048
shares
|
$1.51 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
27,951
shares
|
$1.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
27,852
shares
|
$1.5 Million
0.78% of portfolio
|
Q2 2025
Reduced 4.09%
|