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 |
|---|---|---|---|---|---|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
22,751
shares
|
$1.22 Million
0.18% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
22,743
shares
|
$1.22 Million
1.08% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
22,698
shares
|
$1.22 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
22,528
shares
|
$1.21 Million
0.3% of portfolio
|
Q2 2025
Reduced 70.21%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
22,513
shares
|
$1.21 Million
0.9% of portfolio
|
Q2 2025
Reduced 57.45%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
22,464
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Added 222.81%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
22,449
shares
|
$1.21 Million
0.32% of portfolio
|
Q2 2025
Reduced 28.79%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
22,412
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2024
Added 25.49%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
22,380
shares
|
$1.2 Million
0.55% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
22,372
shares
|
$1.2 Million
0.09% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
22,241
shares
|
$1.2 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
22,231
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
22,139
shares
|
$1.19 Million
0.55% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Quantessence Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,074
shares
|
$1.19 Million
0.34% of portfolio
|
Q2 2025
Reduced 62.68%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
22,005
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
Reduced 20.69%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
21,963
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
21,956
shares
|
$1.18 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
21,879
shares
|
$1.18 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
21,841
shares
|
$1.18 Million
0.05% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
21,812
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
21,807
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
21,621
shares
|
$1.16 Million
0.2% of portfolio
|
Q2 2025
Added 32.23%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
21,566
shares
|
$1.16 Million
0.16% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
21,560
shares
|
$1.16 Million
0.91% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
21,529
shares
|
$1.16 Million
0.53% of portfolio
|
Q2 2025
Added 6.51%
|