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 |
|---|---|---|---|---|---|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
17,135
shares
|
$921,863
0.52% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
17,125
shares
|
$921,325
0.63% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
17,102
shares
|
$920,087
0.2% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
17,079
shares
|
$918,850
0.06% of portfolio
|
Q2 2025
Reduced 31.26%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
17,046
shares
|
$917,074
0.27% of portfolio
|
Q2 2025
Reduced 38.73%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
17,038
shares
|
$916,644
0.07% of portfolio
|
Q2 2025
Added 55.37%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
16,909
shares
|
$909,704
0.04% of portfolio
|
Q3 2023
Reduced 3.67%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
16,907
shares
|
$909,596
0.67% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
16,860
shares
|
$907,068
0.43% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
16,825
shares
|
$905,185
0.34% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
16,821
shares
|
$904,969
0.21% of portfolio
|
Q1 2025
Added 21.71%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
16,773
shares
|
$902,387
0.29% of portfolio
|
Q2 2025
Added 31.66%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
16,740
shares
|
$900,612
0.03% of portfolio
|
Q2 2025
Reduced 12.84%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
16,732
shares
|
$900,181
0.09% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
16,724
shares
|
$899,751
0.06% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
16,720
shares
|
$899,536
0.3% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
16,664
shares
|
$896,523
0.05% of portfolio
|
Q2 2025
Reduced 17.98%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
16,589
shares
|
$892,488
0.06% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
16,562
shares
|
$891,035
0.06% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
16,514
shares
|
$888,453
0.18% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
16,491
shares
|
$887,215
0.08% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
16,441
shares
|
$884,525
0.11% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
16,322
shares
|
$878,123
0.04% of portfolio
|
Q2 2024
Added 6.81%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
16,261
shares
|
$874,841
0.53% of portfolio
|
Q1 2025
Reduced 20.14%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
16,225
shares
|
$872,905
0.23% of portfolio
|
Q3 2024
Reduced 7.96%
|