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 |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
7,586
shares
|
$408,126
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
7,569
shares
|
$407,212
0.07% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
7,563
shares
|
$406,889
0.02% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,562
shares
|
$406,835
0.02% of portfolio
|
Q2 2022
Reduced 6.03%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
7,512
shares
|
$404,145
0.21% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
7,509
shares
|
$403,984
0.21% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
7,506
shares
|
$403,822
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
7,473
shares
|
$402,047
0.3% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
7,461
shares
|
$401,401
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
7,430
shares
|
$399,734
0.15% of portfolio
|
Q2 2025
Reduced 80.79%
|
|
|
Sterling Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
7,424
shares
|
$399,411
0.28% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
7,403
shares
|
$398,281
0.07% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
7,386
shares
|
$397,366
0.13% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
7,373
shares
|
$396,667
0.11% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
7,313
shares
|
$393,439
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
7,307
shares
|
$393,116
0.09% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
7,300
shares
|
$392,740
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,249
shares
|
$389,996
0.0% of portfolio
|
Q2 2025
Reduced 19.59%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
7,248
shares
|
$389,942
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
7,223
shares
|
$388,597
0.01% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
7,217
shares
|
$388,274
0.06% of portfolio
|
Q1 2025
Reduced 49.94%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
7,211
shares
|
$387,951
0.07% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
7,179
shares
|
$386,230
0.04% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,172
shares
|
$385,853
0.05% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,144
shares
|
$384,347
0.02% of portfolio
|
Q2 2025
Added 9.27%
|