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 |
|---|---|---|---|---|---|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
10,702
shares
|
$575,767
0.2% of portfolio
|
Q2 2025
Added 59.68%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
10,680
shares
|
$574,584
0.07% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
10,650
shares
|
$572,970
0.24% of portfolio
|
Q3 2022
Reduced 0.09%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,607
shares
|
$570,656
0.05% of portfolio
|
Q2 2025
Reduced 50.14%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,475
shares
|
$563,555
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
10,460
shares
|
$562,748
0.12% of portfolio
|
Q2 2025
Reduced 52.99%
|
|
|
Chase Investment Counsel Corp
|
Aug 05, 2025 Q2 2025 |
10,426
shares
|
$560,918
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,380
shares
|
$558,444
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
10,374
shares
|
$558,121
0.15% of portfolio
|
Q2 2025
Reduced 91.01%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
10,369
shares
|
$557,852
0.14% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,322
shares
|
$555,323
0.04% of portfolio
|
Q2 2023
Added 1.2%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
10,285
shares
|
$553,333
0.2% of portfolio
|
Q2 2025
Reduced 33.17%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
10,281
shares
|
$553,117
0.04% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
10,262
shares
|
$552,095
0.14% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
10,248
shares
|
$551,342
0.01% of portfolio
|
Q4 2022
Reduced 22.38%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
10,228
shares
|
$550,266
0.02% of portfolio
|
Q2 2025
Added 45.68%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
10,224
shares
|
$550,051
0.15% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
10,218
shares
|
$549,728
0.48% of portfolio
|
Q2 2025
Added 23.21%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
10,217
shares
|
$549,674
0.25% of portfolio
|
Q1 2025
Reduced 21.67%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
10,215
shares
|
$549,567
0.55% of portfolio
|
Q4 2023
Reduced 0.67%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
10,200
shares
|
$548,760
0.35% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Aug 12, 2025 Q2 2025 |
10,168
shares
|
$547,038
0.11% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
10,166
shares
|
$546,930
0.06% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
10,143
shares
|
$545,693
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
10,081
shares
|
$542,357
0.0% of portfolio
|
Q2 2025
Added 8.2%
|