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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,739
shares
|
$1.33 Million
0.07% of portfolio
|
Q4 2023
Added 35.94%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
24,613
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
Reduced 44.61%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
24,578
shares
|
$1.32 Million
0.78% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
Jul 24, 2025 Q2 2025 |
24,500
shares
|
$1.32 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
24,444
shares
|
$1.32 Million
0.88% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
24,402
shares
|
$1.31 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
24,336
shares
|
$1.31 Million
0.05% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
24,308
shares
|
$1.31 Million
0.64% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
24,246
shares
|
$1.3 Million
0.08% of portfolio
|
Q2 2025
Added 387.45%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
24,172
shares
|
$1.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
24,153
shares
|
$1.3 Million
0.47% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
24,107
shares
|
$1.3 Million
1.15% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
24,095
shares
|
$1.3 Million
0.12% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
24,063
shares
|
$1.29 Million
0.14% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
24,062
shares
|
$1.29 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
23,714
shares
|
$1.28 Million
1.62% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
23,667
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
23,517
shares
|
$1.27 Million
0.54% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
23,500
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
23,460
shares
|
$1.26 Million
0.23% of portfolio
|
Q2 2025
Reduced 57.56%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
23,321
shares
|
$1.25 Million
0.8% of portfolio
|
Q2 2025
Reduced 64.8%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
23,120
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 27.02%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
23,111
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2025
Added 48.0%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
23,005
shares
|
$1.24 Million
0.14% of portfolio
|
Q2 2025
Added 31.99%
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
22,767
shares
|
$1.22 Million
0.52% of portfolio
|
Q2 2025
Added 4.27%
|