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 |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
542,993
shares
|
$29.2 Million
1.67% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
537,641
shares
|
$28.9 Million
6.49% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
526,409
shares
|
$28.3 Million
11.07% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
526,403
shares
|
$28.3 Million
0.01% of portfolio
|
Q2 2025
Added 29.23%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
526,238
shares
|
$28.3 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
521,480
shares
|
$28.1 Million
1.34% of portfolio
|
Q2 2025
Added 328.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
520,716
shares
|
$28 Million
0.15% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
518,548
shares
|
$27.9 Million
0.06% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
518,404
shares
|
$27.9 Million
0.02% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
504,857
shares
|
$27.2 Million
0.13% of portfolio
|
Q2 2025
Added 18.8%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
503,179
shares
|
$27.1 Million
0.29% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
492,596
shares
|
$26.5 Million
1.57% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Aug 13, 2025 Q2 2025 |
492,586
shares
|
$26.5 Million
5.98% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
487,497
shares
|
$26.2 Million
0.74% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
486,986
shares
|
$26.2 Million
0.05% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
481,866
shares
|
$25.9 Million
0.13% of portfolio
|
Q2 2025
Added 3645.56%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
476,954
shares
|
$25.7 Million
6.75% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
474,092
shares
|
$25.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
468,082
shares
|
$25.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
467,438
shares
|
$25.1 Million
1.56% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
460,427
shares
|
$24.8 Million
0.85% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
460,217
shares
|
$24.8 Million
0.17% of portfolio
|
Q2 2025
Added 71.18%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
455,945
shares
|
$24.5 Million
2.91% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
455,263
shares
|
$24.5 Million
0.15% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
453,315
shares
|
$24.4 Million
0.01% of portfolio
|
Q2 2025
New holding
|