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 |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,232
shares
|
$442,881
0.04% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
8,218
shares
|
$442,128
0.05% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
8,186
shares
|
$440,406
0.13% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
8,180
shares
|
$440,084
0.15% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,169
shares
|
$439,492
0.1% of portfolio
|
Q2 2022
Added 54.02%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
8,134
shares
|
$437,609
0.15% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
8,101
shares
|
$435,833
0.07% of portfolio
|
Q2 2025
Added 13.19%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
8,096
shares
|
$435,564
0.05% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
8,067
shares
|
$434,004
0.01% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
8,039
shares
|
$432,498
0.06% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
8,029
shares
|
$431,960
0.16% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Ncp Inc.
La Quinta, CA |
Aug 14, 2025 Q2 2025 |
8,028
shares
|
$431,906
0.4% of portfolio
|
Q2 2025
Reduced 19.9%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
8,008
shares
|
$430,830
0.13% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Iii Capital Management
Boca Raton, FL |
Aug 14, 2025 Q2 2025 |
8,000
shares
|
$430,400
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
7,991
shares
|
$429,915
0.03% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
7,981
shares
|
$429,377
0.07% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
7,943
shares
|
$427,333
0.06% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
7,940
shares
|
$427,172
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
7,904
shares
|
$425,235
0.01% of portfolio
|
Q2 2025
Added 72.8%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
7,866
shares
|
$423,190
0.25% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
7,863
shares
|
$423,029
0.05% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
7,851
shares
|
$422,383
0.34% of portfolio
|
Q2 2025
Reduced 45.52%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,847
shares
|
$422,168
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
7,843
shares
|
$421,953
0.04% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
7,840
shares
|
$421,792
0.11% of portfolio
|
Q2 2025
Reduced 31.53%
|