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 |
|---|---|---|---|---|---|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
27,791
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2022
Reduced 63.27%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
27,655
shares
|
$1.49 Million
0.09% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
27,578
shares
|
$1.48 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
27,555
shares
|
$1.48 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
27,414
shares
|
$1.47 Million
0.15% of portfolio
|
Q2 2024
Reduced 19.95%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
27,395
shares
|
$1.47 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
27,390
shares
|
$1.47 Million
0.58% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
27,323
shares
|
$1.47 Million
0.96% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
27,280
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,203
shares
|
$1.46 Million
0.19% of portfolio
|
Q3 2024
Added 45.4%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
27,076
shares
|
$1.46 Million
0.05% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
26,873
shares
|
$1.45 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
26,827
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.77%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
26,711
shares
|
$1.44 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
26,654
shares
|
$1.43 Million
0.15% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
26,591
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2022
Added 17.49%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
26,469
shares
|
$1.42 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
26,456
shares
|
$1.42 Million
0.12% of portfolio
|
Q2 2025
Reduced 15.48%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
26,438
shares
|
$1.42 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
26,404
shares
|
$1.42 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
26,399
shares
|
$1.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
26,349
shares
|
$1.42 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
26,255
shares
|
$1.41 Million
0.56% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
26,213
shares
|
$1.41 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Nwi Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
26,000
shares
|
$1.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 16.13%
|