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 |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
8,684
shares
|
$467,199
0.01% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
8,681
shares
|
$467,037
0.34% of portfolio
|
Q2 2025
Reduced 20.12%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
8,678
shares
|
$466,876
0.09% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
8,662
shares
|
$466,015
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
8,647
shares
|
$465,208
0.01% of portfolio
|
Q3 2022
Added 1.34%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
8,629
shares
|
$464,240
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
8,615
shares
|
$463,487
0.27% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
8,554
shares
|
$460,205
0.01% of portfolio
|
Q1 2025
Added 26.44%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
8,550
shares
|
$459,990
0.04% of portfolio
|
Q2 2025
Reduced 24.96%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
8,507
shares
|
$457,676
0.01% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
8,500
shares
|
$457,300
0.3% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
8,496
shares
|
$457,084
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,494
shares
|
$456,977
0.04% of portfolio
|
Q4 2024
Reduced 35.35%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
8,474
shares
|
$455,901
0.02% of portfolio
|
Q2 2025
Reduced 30.55%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
8,463
shares
|
$455,309
0.04% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
8,419
shares
|
$452,942
0.1% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jul 22, 2025 Q2 2025 |
8,419
shares
|
$452,942
0.57% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
8,405
shares
|
$452,189
0.34% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
8,374
shares
|
$450,521
0.03% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
8,356
shares
|
$449,552
0.07% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
8,335
shares
|
$448,423
0.05% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
8,319
shares
|
$447,562
0.2% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
8,318
shares
|
$447,508
0.01% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
8,311
shares
|
$447,131
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Aug 13, 2025 Q2 2025 |
8,289
shares
|
$445,948
0.41% of portfolio
|
Q2 2025
Added 3.43%
|