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 |
|---|---|---|---|---|---|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
21,438
shares
|
$1.15 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
21,431
shares
|
$1.15 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
21,413
shares
|
$1.15 Million
0.33% of portfolio
|
Q2 2025
Added 48.73%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
21,392
shares
|
$1.15 Million
0.22% of portfolio
|
Q1 2025
Reduced 12.77%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
21,324
shares
|
$1.15 Million
0.32% of portfolio
|
Q2 2025
Reduced 34.24%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
21,069
shares
|
$1.13 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
20,920
shares
|
$1.13 Million
0.32% of portfolio
|
Q2 2025
Reduced 65.4%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
20,909
shares
|
$1.12 Million
0.42% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
20,781
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
20,731
shares
|
$1.12 Million
0.8% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
20,699
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
20,691
shares
|
$1.11 Million
0.6% of portfolio
|
Q2 2025
Added 143.48%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
20,657
shares
|
$1.11 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
20,610
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
20,580
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
20,387
shares
|
$1.1 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
20,377
shares
|
$1.1 Million
1.37% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
20,373
shares
|
$1.1 Million
0.3% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
20,368
shares
|
$1.1 Million
0.09% of portfolio
|
Q1 2025
Added 20.53%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
20,320
shares
|
$1.09 Million
0.29% of portfolio
|
Q2 2025
Reduced 53.58%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
20,251
shares
|
$1.09 Million
0.19% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
20,229
shares
|
$1.09 Million
0.23% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
20,189
shares
|
$1.09 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
20,188
shares
|
$1.09 Million
0.78% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
20,178
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2023
Reduced 19.39%
|