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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,128,129
shares
|
$60.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
1,127,534
shares
|
$60.7 Million
1.74% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
1,118,040
shares
|
$60.2 Million
7.85% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
1,089,465
shares
|
$58.6 Million
2.74% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
1,073,396
shares
|
$57.7 Million
2.2% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
1,055,072
shares
|
$56.8 Million
0.1% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
1,054,488
shares
|
$56.7 Million
15.94% of portfolio
|
Q2 2025
Added 118.74%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,001,819
shares
|
$53.9 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
Aug 15, 2025 Q2 2025 |
985,300
shares
|
$53 Million
1.27% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
965,293
shares
|
$51.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 32.77%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
963,757
shares
|
$51.9 Million
0.29% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
953,732
shares
|
$51.3 Million
0.09% of portfolio
|
Q2 2025
Added 575.21%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
935,813
shares
|
$50.3 Million
0.28% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
905,476
shares
|
$48.7 Million
0.04% of portfolio
|
Q2 2025
Added 883.16%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
900,000
shares
|
$48.4 Million
0.18% of portfolio
|
Q2 2025
Added 80.0%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
895,558
shares
|
$48.2 Million
1.6% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
871,747
shares
|
$46.9 Million
0.06% of portfolio
|
Q2 2025
Added 146.98%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
834,946
shares
|
$44.9 Million
2.99% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
824,697
shares
|
$44.4 Million
3.54% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
810,277
shares
|
$43.6 Million
0.39% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
793,466
shares
|
$42.7 Million
3.48% of portfolio
|
Q1 2025
Added 1422.3%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
781,192
shares
|
$42 Million
2.39% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
767,591
shares
|
$41.3 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Aug 06, 2025 Q2 2025 |
765,764
shares
|
$41.2 Million
7.32% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
756,328
shares
|
$40.7 Million
3.29% of portfolio
|
Q4 2024
Added 1.11%
|