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 |
|---|---|---|---|---|---|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
13,886
shares
|
$747,066
0.07% of portfolio
|
Q2 2025
Reduced 97.8%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
13,857
shares
|
$745,506
0.19% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
13,807
shares
|
$742,816
0.11% of portfolio
|
Q2 2025
Reduced 39.79%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
13,710
shares
|
$737,598
0.22% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
13,705
shares
|
$737,329
0.01% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
13,682
shares
|
$736,091
0.46% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
13,680
shares
|
$735,984
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
13,635
shares
|
$733,563
0.05% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
13,634
shares
|
$733,509
0.05% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
13,615
shares
|
$732,487
0.09% of portfolio
|
Q2 2025
Added 51.95%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
13,473
shares
|
$724,847
0.25% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
13,470
shares
|
$724,686
0.05% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
13,423
shares
|
$722,157
0.28% of portfolio
|
Q2 2025
Added 25.5%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
13,406
shares
|
$721,242
0.13% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
13,313
shares
|
$716,239
0.19% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
13,306
shares
|
$715,862
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
13,299
shares
|
$715,486
0.01% of portfolio
|
Q2 2025
Added 49.01%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
13,281
shares
|
$714,517
0.09% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
13,265
shares
|
$713,657
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
13,255
shares
|
$713,119
0.02% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,242
shares
|
$712,419
0.13% of portfolio
|
Q1 2024
Added 105.68%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
13,233
shares
|
$711,935
0.22% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Morangie Management LLC
New York, NY |
Jul 16, 2025 Q2 2025 |
13,181
shares
|
$709,137
0.6% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
13,171
shares
|
$708,599
0.17% of portfolio
|
Q2 2025
Added 2321.14%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
13,171
shares
|
$708,599
0.07% of portfolio
|
Q2 2024
New holding
|