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 |
|---|---|---|---|---|---|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
12,478
shares
|
$671,316
0.51% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
12,440
shares
|
$669,272
0.15% of portfolio
|
Q2 2025
Reduced 30.37%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
12,407
shares
|
$667,496
0.01% of portfolio
|
Q2 2025
Added 80.57%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
12,406
shares
|
$667,442
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
12,391
shares
|
$666,635
0.1% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
12,364
shares
|
$665,183
0.15% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
12,342
shares
|
$663,999
0.19% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
12,281
shares
|
$660,717
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
12,279
shares
|
$660,610
0.06% of portfolio
|
Q2 2024
Reduced 94.16%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
12,275
shares
|
$660,395
0.21% of portfolio
|
Q2 2025
Added 89.22%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
12,270
shares
|
$660,126
0.18% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
12,265
shares
|
$659,857
0.43% of portfolio
|
Q2 2025
Reduced 27.58%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
12,244
shares
|
$658,727
0.0% of portfolio
|
Q2 2025
Reduced 99.74%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
12,227
shares
|
$657,812
0.08% of portfolio
|
Q3 2024
Reduced 23.63%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
12,215
shares
|
$657,167
0.06% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,212
shares
|
$657,005
0.1% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
12,206
shares
|
$656,682
0.39% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
12,154
shares
|
$653,885
0.14% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
12,144
shares
|
$653,347
0.03% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
12,120
shares
|
$652,056
0.5% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
12,113
shares
|
$651,679
0.18% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
12,105
shares
|
$651,249
0.07% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
12,097
shares
|
$650,818
0.04% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
12,031
shares
|
$647,267
0.47% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
12,000
shares
|
$645,600
0.43% of portfolio
|
Q3 2023
Reduced 1.61%
|