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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
11,417
shares
|
$614,234
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
11,399
shares
|
$613,266
0.37% of portfolio
|
Q2 2025
Added 51.1%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
11,395
shares
|
$613,051
0.18% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
11,379
shares
|
$612,190
0.01% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
11,367
shares
|
$611,544
0.54% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,355
shares
|
$610,899
0.39% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Braun Stacey Associates Inc
|
Aug 12, 2025 Q2 2025 |
11,322
shares
|
$609,123
0.02% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
11,309
shares
|
$608,424
0.44% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
11,273
shares
|
$606,487
0.04% of portfolio
|
Q2 2025
Reduced 14.27%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
11,269
shares
|
$606,272
0.1% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
11,248
shares
|
$605,142
0.02% of portfolio
|
Q2 2025
Reduced 41.41%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
11,225
shares
|
$603,905
0.1% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
11,191
shares
|
$602,075
0.07% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2025 Q2 2025 |
11,181
shares
|
$601,537
0.2% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
11,107
shares
|
$597,556
0.11% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
11,101
shares
|
$597,233
0.32% of portfolio
|
Q2 2025
Reduced 13.37%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
11,100
shares
|
$597,180
0.01% of portfolio
|
Q2 2025
Reduced 33.13%
|
|
|
Rpg Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
11,083
shares
|
$596,265
0.07% of portfolio
|
Q2 2025
Reduced 50.62%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
11,063
shares
|
$595,189
0.16% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
11,058
shares
|
$594,920
0.09% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
10,978
shares
|
$590,616
0.0% of portfolio
|
Q2 2025
Added 30.94%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
10,931
shares
|
$588,087
0.13% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
10,897
shares
|
$586,258
0.01% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
10,895
shares
|
$586,151
0.44% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
10,819
shares
|
$582,062
0.02% of portfolio
|
Q2 2025
Added 32.55%
|