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 |
|---|---|---|---|---|---|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
11,998
shares
|
$645,492
0.21% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
11,950
shares
|
$642,910
0.19% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
11,945
shares
|
$642,641
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
11,930
shares
|
$641,834
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
11,923
shares
|
$641,457
0.29% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
11,907
shares
|
$640,596
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
11,901
shares
|
$640,273
0.12% of portfolio
|
Q2 2025
Added 34.75%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
11,895
shares
|
$639,951
0.19% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
11,883
shares
|
$639,305
0.01% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
11,833
shares
|
$636,615
0.08% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
11,809
shares
|
$635,324
0.48% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,796
shares
|
$634,624
0.1% of portfolio
|
Q2 2023
Reduced 1.24%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
11,791
shares
|
$634,355
0.13% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
11,780
shares
|
$633,764
0.32% of portfolio
|
Q2 2025
Added 21.21%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
11,747
shares
|
$631,988
0.11% of portfolio
|
Q2 2025
Reduced 80.1%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
11,683
shares
|
$628,545
0.05% of portfolio
|
Q2 2025
Added 93.46%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
11,669
shares
|
$627,792
0.13% of portfolio
|
Q2 2025
Reduced 70.25%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
11,598
shares
|
$623,972
0.01% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
11,552
shares
|
$621,497
0.48% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
11,504
shares
|
$618,915
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
11,495
shares
|
$618,431
0.03% of portfolio
|
Q2 2025
Reduced 15.33%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
11,453
shares
|
$616,171
0.01% of portfolio
|
Q1 2025
Added 17.84%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
11,448
shares
|
$615,902
0.0% of portfolio
|
Q2 2025
Reduced 18.12%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
11,444
shares
|
$615,687
0.08% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
11,421
shares
|
$614,449
0.3% of portfolio
|
Q2 2025
Added 0.33%
|