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 |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
16,201
shares
|
$871,613
0.02% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
16,184
shares
|
$870,699
0.16% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
16,183
shares
|
$870,645
0.1% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
16,122
shares
|
$867,363
0.87% of portfolio
|
Q2 2022
Reduced 24.58%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
16,022
shares
|
$861,983
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
15,919
shares
|
$856,442
0.03% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
15,907
shares
|
$855,796
0.09% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
15,875
shares
|
$854,075
0.17% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
15,849
shares
|
$852,676
0.14% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
15,786
shares
|
$849,286
0.07% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
15,737
shares
|
$846,650
0.46% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
15,694
shares
|
$844,337
0.5% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
15,688
shares
|
$844,014
0.11% of portfolio
|
Q2 2025
Reduced 72.27%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
15,632
shares
|
$841,001
0.69% of portfolio
|
Q2 2025
Reduced 31.75%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
15,630
shares
|
$840,894
0.45% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
15,506
shares
|
$834,222
0.3% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
15,504
shares
|
$834,115
0.17% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
15,504
shares
|
$834,115
0.81% of portfolio
|
Q2 2025
Reduced 35.16%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
15,490
shares
|
$833,362
0.62% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
15,487
shares
|
$833,200
0.1% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
15,365
shares
|
$826,637
0.0% of portfolio
|
Q2 2025
Reduced 80.54%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
15,355
shares
|
$826,099
0.71% of portfolio
|
Q2 2025
Added 72.53%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
15,325
shares
|
$824,485
0.25% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
15,324
shares
|
$824,431
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
15,284
shares
|
$822,279
0.02% of portfolio
|
Q2 2025
Added 73.68%
|