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 2,110 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $53.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
1,184,690
shares
|
$62.4 Million
3.12% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
1,094,357
shares
|
$57.7 Million
1.74% of portfolio
|
Q1 2025
New holding
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
1,075,626
shares
|
$56.7 Million
4.93% of portfolio
|
Q1 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
1,036,357
shares
|
$54.6 Million
2.34% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
1,034,465
shares
|
$54.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,027,442
shares
|
$54.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 28.26%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,001,819
shares
|
$52.8 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
976,289
shares
|
$51.4 Million
10.63% of portfolio
|
Q1 2025
Reduced 18.72%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
963,979
shares
|
$50.8 Million
1.65% of portfolio
|
Q1 2025
Added 119.61%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
944,281
shares
|
$49.7 Million
0.3% of portfolio
|
Q1 2025
Reduced 22.17%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
909,080
shares
|
$47.9 Million
0.26% of portfolio
|
Q1 2025
Added 20.04%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
May 05, 2025 Q1 2025 |
901,600
shares
|
$47.5 Million
7.42% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
879,432
shares
|
$46.3 Million
1.6% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
856,155
shares
|
$45.1 Million
0.03% of portfolio
|
Q1 2025
Added 56.16%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
844,218
shares
|
$44.5 Million
1.01% of portfolio
|
Q1 2025
Added 38.35%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
824,697
shares
|
$43.4 Million
3.54% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
821,721
shares
|
$43.3 Million
1.35% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
811,511
shares
|
$42.8 Million
0.16% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
810,277
shares
|
$42.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
805,392
shares
|
$42.4 Million
3.18% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
797,085
shares
|
$42 Million
0.11% of portfolio
|
Q1 2025
Added 13033.71%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
793,466
shares
|
$41.8 Million
3.48% of portfolio
|
Q1 2025
Added 1422.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
778,432
shares
|
$41 Million
0.17% of portfolio
|
Q1 2025
Added 87.78%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
767,591
shares
|
$40.4 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Apr 28, 2025 Q1 2025 |
765,764
shares
|
$40.3 Million
7.37% of portfolio
|
Q1 2025
Reduced 1.91%
|