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 |
|---|---|---|---|---|---|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
18,914
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
18,896
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
18,856
shares
|
$1.01 Million
0.45% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
18,725
shares
|
$1.01 Million
0.24% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
18,623
shares
|
$1 Million
0.37% of portfolio
|
Q2 2023
Added 17.92%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
18,618
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.39%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
18,598
shares
|
$1 Million
0.18% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
18,590
shares
|
$1 Million
0.68% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
18,581
shares
|
$999,657
0.23% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
18,567
shares
|
$998,904
0.11% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
18,561
shares
|
$998,581
0.09% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
18,336
shares
|
$986,476
0.74% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
18,333
shares
|
$986,315
0.38% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
18,256
shares
|
$982,172
0.01% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
18,239
shares
|
$981,258
0.0% of portfolio
|
Q3 2022
Reduced 71.34%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
18,219
shares
|
$980,182
0.29% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
18,188
shares
|
$978,514
0.11% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
18,187
shares
|
$978,460
0.3% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18,184
shares
|
$978,299
0.15% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
18,174
shares
|
$977,761
0.09% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,162
shares
|
$977,115
0.04% of portfolio
|
Q2 2022
Reduced 25.26%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
18,144
shares
|
$976,147
0.13% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
18,134
shares
|
$975,609
0.02% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
18,114
shares
|
$974,533
0.37% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
18,058
shares
|
$971,520
0.0% of portfolio
|
Q2 2025
Added 0.73%
|