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 |
|---|---|---|---|---|---|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
25,983
shares
|
$1.4 Million
0.75% of portfolio
|
Q2 2025
Reduced 33.23%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
25,955
shares
|
$1.4 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
25,920
shares
|
$1.39 Million
0.77% of portfolio
|
Q4 2023
Reduced 53.56%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
25,850
shares
|
$1.39 Million
0.51% of portfolio
|
Q2 2025
Reduced 52.67%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
25,821
shares
|
$1.39 Million
0.41% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
25,811
shares
|
$1.39 Million
1.13% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
25,739
shares
|
$1.38 Million
0.09% of portfolio
|
Q2 2025
Added 14.73%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
25,685
shares
|
$1.38 Million
0.22% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
25,679
shares
|
$1.38 Million
0.18% of portfolio
|
Q3 2024
Added 41.19%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
25,642
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Added 51.68%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
25,551
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2023
Added 50.28%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
25,524
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
25,519
shares
|
$1.37 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
25,502
shares
|
$1.37 Million
0.34% of portfolio
|
Q2 2025
Added 22.05%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
25,467
shares
|
$1.37 Million
0.56% of portfolio
|
Q2 2025
Added 14.52%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,183
shares
|
$1.35 Million
0.06% of portfolio
|
Q4 2023
Reduced 13.35%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
25,103
shares
|
$1.35 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
25,028
shares
|
$1.35 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
25,022
shares
|
$1.35 Million
0.34% of portfolio
|
Q2 2025
Added 128.57%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
24,950
shares
|
$1.34 Million
0.56% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
24,910
shares
|
$1.34 Million
0.04% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
24,860
shares
|
$1.34 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
24,820
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2025
Added 86.94%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
24,792
shares
|
$1.33 Million
0.41% of portfolio
|
Q2 2025
Reduced 20.99%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Aug 15, 2025 Q2 2025 |
24,781
shares
|
$1.33 Million
0.94% of portfolio
|
Q2 2025
Added 0.47%
|