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 |
|---|---|---|---|---|---|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
15,268
shares
|
$821,418
0.05% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
15,209
shares
|
$818,244
0.09% of portfolio
|
Q2 2025
Reduced 19.58%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
15,179
shares
|
$816,630
0.28% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
15,169
shares
|
$816,092
0.04% of portfolio
|
Q2 2025
Added 70.57%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
15,150
shares
|
$815,070
0.02% of portfolio
|
Q2 2025
Reduced 54.46%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
15,143
shares
|
$814,693
0.12% of portfolio
|
Q3 2023
Added 4.43%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jul 30, 2025 Q2 2025 |
15,132
shares
|
$814,101
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
15,128
shares
|
$813,886
0.07% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
14,988
shares
|
$806,354
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
14,984
shares
|
$806,139
0.08% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
14,956
shares
|
$804,632
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
14,950
shares
|
$804,310
0.39% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
14,912
shares
|
$802,265
0.46% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
14,899
shares
|
$801,566
0.03% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
14,844
shares
|
$798,607
0.47% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
14,818
shares
|
$797,208
0.32% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
14,799
shares
|
$796,186
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
14,727
shares
|
$792,312
0.2% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
14,679
shares
|
$789,730
0.02% of portfolio
|
Q2 2025
Added 98.2%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
14,637
shares
|
$787,470
0.53% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
14,589
shares
|
$784,888
0.17% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
14,546
shares
|
$782,574
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
14,514
shares
|
$780,853
0.65% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
14,461
shares
|
$778,001
0.23% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
14,439
shares
|
$776,818
0.5% of portfolio
|
Q2 2025
Reduced 3.25%
|