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 |
|---|---|---|---|---|---|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
10,046
shares
|
$540,474
0.12% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
10,043
shares
|
$540,313
0.35% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,040
shares
|
$540,152
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
10,039
shares
|
$540,098
0.03% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
10,038
shares
|
$540,044
0.02% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 13, 2025 Q2 2025 |
10,035
shares
|
$539,883
0.18% of portfolio
|
Q3 2023
Reduced 4.43%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
10,029
shares
|
$539,560
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
10,000
shares
|
$538,000
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$538,000
0.09% of portfolio
|
Q3 2021
Reduced 1.96%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Aug 05, 2025 Q2 2025 |
10,000
shares
|
$538,000
0.05% of portfolio
|
Q2 2023
Reduced 31.97%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
9,974
shares
|
$536,601
0.07% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
9,962
shares
|
$535,955
0.04% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
9,879
shares
|
$531,490
0.26% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
9,800
shares
|
$527,240
0.19% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
9,740
shares
|
$524,012
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
9,723
shares
|
$523,097
0.05% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
9,719
shares
|
$522,882
0.04% of portfolio
|
Q2 2025
Reduced 37.81%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
9,710
shares
|
$522,398
0.04% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
9,661
shares
|
$519,761
0.02% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
9,655
shares
|
$519,439
0.27% of portfolio
|
Q2 2025
Reduced 29.81%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
9,650
shares
|
$519,170
0.01% of portfolio
|
Q2 2025
Reduced 25.87%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
9,640
shares
|
$518,632
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
9,635
shares
|
$518,363
0.04% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
9,628
shares
|
$517,986
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
9,587
shares
|
$515,780
0.34% of portfolio
|
Q2 2025
Reduced 16.15%
|