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 |
|---|---|---|---|---|---|
|
Gerber, LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
9,140
shares
|
$491,732
0.34% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
9,137
shares
|
$491,570
0.13% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
9,129
shares
|
$491,140
0.12% of portfolio
|
Q2 2025
Reduced 98.39%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,128
shares
|
$491,086
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
9,103
shares
|
$489,741
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
9,100
shares
|
$489,580
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
9,042
shares
|
$486,459
0.07% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 13, 2025 Q2 2025 |
9,042
shares
|
$486,459
0.79% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,036
shares
|
$486,136
0.0% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
9,000
shares
|
$484,200
0.05% of portfolio
|
Q2 2025
Added 32.86%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
8,993
shares
|
$483,823
0.16% of portfolio
|
Q2 2025
Reduced 19.74%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
8,992
shares
|
$483,769
0.1% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,955
shares
|
$481,779
0.09% of portfolio
|
Q1 2025
Added 24.98%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,936
shares
|
$480,756
0.22% of portfolio
|
Q2 2024
Reduced 19.69%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
8,915
shares
|
$479,627
0.09% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
8,913
shares
|
$479,519
0.3% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
8,868
shares
|
$477,098
0.03% of portfolio
|
Q3 2023
Reduced 5.26%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
8,868
shares
|
$477,098
0.03% of portfolio
|
Q2 2025
Reduced 12.91%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
8,831
shares
|
$475,107
0.17% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
8,787
shares
|
$472,740
0.06% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
8,787
shares
|
$472,740
0.24% of portfolio
|
Q2 2025
Added 31.17%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,757
shares
|
$471,126
0.02% of portfolio
|
Q3 2023
Reduced 70.85%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
8,744
shares
|
$470,427
0.08% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
8,719
shares
|
$469,082
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,697
shares
|
$467,898
0.02% of portfolio
|
Q4 2024
Added 3.76%
|