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 |
|---|---|---|---|---|---|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
7,832
shares
|
$421,361
0.12% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,824
shares
|
$420,931
0.02% of portfolio
|
Q3 2023
Reduced 25.93%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
7,816
shares
|
$420,500
0.17% of portfolio
|
Q1 2023
Reduced 8.63%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
7,811
shares
|
$420,231
0.31% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
7,801
shares
|
$419,693
0.08% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
7,779
shares
|
$418,510
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
7,770
shares
|
$418,026
0.3% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
7,752
shares
|
$417,057
0.06% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
7,749
shares
|
$416,896
0.12% of portfolio
|
Q2 2025
Reduced 79.56%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
7,740
shares
|
$416,412
0.22% of portfolio
|
Q4 2023
Reduced 25.38%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
7,733
shares
|
$416,035
0.15% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,713
shares
|
$414,959
0.01% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
7,702
shares
|
$414,367
0.28% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
7,696
shares
|
$414,044
0.18% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
7,694
shares
|
$413,937
0.01% of portfolio
|
Q2 2025
Reduced 15.36%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
7,674
shares
|
$412,861
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
7,667
shares
|
$412,484
0.06% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
7,647
shares
|
$411,408
0.07% of portfolio
|
Q2 2025
Reduced 32.92%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,640
shares
|
$411,032
0.1% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
7,636
shares
|
$410,816
0.1% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
7,610
shares
|
$409,418
0.25% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
7,607
shares
|
$409,256
0.39% of portfolio
|
Q2 2025
Added 25.4%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
7,603
shares
|
$409,041
0.27% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
7,588
shares
|
$408,234
0.17% of portfolio
|
Q2 2022
Reduced 6.27%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,587
shares
|
$408,180
0.12% of portfolio
|
Q1 2025
Reduced 1.94%
|