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 |
|---|---|---|---|---|---|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
7,136
shares
|
$383,916
0.04% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
7,116
shares
|
$382,840
0.05% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
7,108
shares
|
$382,410
0.16% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
7,104
shares
|
$382,195
0.16% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
7,096
shares
|
$381,764
0.02% of portfolio
|
Q2 2025
Reduced 38.81%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
7,094
shares
|
$381,657
0.12% of portfolio
|
Q2 2025
Reduced 15.6%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
7,079
shares
|
$380,850
0.3% of portfolio
|
Q2 2025
Reduced 48.64%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
7,014
shares
|
$377,353
0.13% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
6,998
shares
|
$376,492
0.07% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
6,992
shares
|
$376,169
0.07% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
6,988
shares
|
$375,954
0.01% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
6,985
shares
|
$375,793
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
6,964
shares
|
$374,663
0.14% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
6,958
shares
|
$374,340
0.21% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
6,955
shares
|
$374,179
0.29% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
6,948
shares
|
$373,802
0.06% of portfolio
|
Q2 2025
Added 26.37%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
6,913
shares
|
$371,919
0.01% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
6,881
shares
|
$370,197
0.07% of portfolio
|
Q2 2025
Reduced 33.72%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
6,862
shares
|
$369,175
0.02% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,847
shares
|
$368,368
0.01% of portfolio
|
Q1 2024
Reduced 46.49%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
6,839
shares
|
$367,938
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
6,819
shares
|
$366,862
0.19% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
6,818
shares
|
$366,808
0.02% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,741
shares
|
$362,665
0.11% of portfolio
|
Q2 2022
Added 4.09%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
6,733
shares
|
$362,235
0.05% of portfolio
|
Q2 2025
Reduced 3.86%
|