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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
722,069
shares
|
$38.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
720,983
shares
|
$38.8 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
700,340
shares
|
$37.7 Million
0.13% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Aug 14, 2025 Q2 2025 |
689,300
shares
|
$37.1 Million
0.82% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
688,900
shares
|
$37.1 Million
5.29% of portfolio
|
Q4 2023
New holding
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
688,900
shares
|
$37.1 Million
1.05% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Aug 11, 2025 Q2 2025 |
673,600
shares
|
$36.2 Million
5.43% of portfolio
|
Q2 2025
Reduced 25.29%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
668,736
shares
|
$36 Million
1.3% of portfolio
|
Q2 2025
Reduced 18.62%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
666,255
shares
|
$35.8 Million
0.14% of portfolio
|
Q2 2023
Reduced 97.43%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
660,861
shares
|
$35.6 Million
2.2% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
653,919
shares
|
$35.2 Million
0.03% of portfolio
|
Q2 2025
Added 27.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
652,318
shares
|
$35.1 Million
0.05% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
649,672
shares
|
$35 Million
5.99% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
634,758
shares
|
$34.1 Million
6.85% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
628,155
shares
|
$33.8 Million
0.09% of portfolio
|
Q2 2025
Reduced 21.19%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
625,597
shares
|
$33.7 Million
2.35% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
616,605
shares
|
$33.2 Million
1.02% of portfolio
|
Q2 2025
Reduced 36.04%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
606,475
shares
|
$32.6 Million
4.81% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
596,962
shares
|
$32.1 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
589,110
shares
|
$31.7 Million
0.04% of portfolio
|
Q2 2025
Added 148.87%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
580,693
shares
|
$31.2 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
568,170
shares
|
$30.6 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
563,280
shares
|
$30.3 Million
2.46% of portfolio
|
N/A
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
549,194
shares
|
$29.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
547,271
shares
|
$29.4 Million
2.67% of portfolio
|
Q2 2025
Added 52.92%
|