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 |
|---|---|---|---|---|---|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
6,726
shares
|
$361,858
0.08% of portfolio
|
Q1 2024
Added 1.82%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
6,709
shares
|
$360,944
0.13% of portfolio
|
Q2 2025
Reduced 10.97%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
6,709
shares
|
$360,944
0.19% of portfolio
|
Q2 2024
Added 7.71%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
6,689
shares
|
$359,868
0.02% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
6,651
shares
|
$357,823
0.11% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
6,650
shares
|
$357,770
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,624
shares
|
$356,371
0.02% of portfolio
|
Q4 2022
Reduced 14.73%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
6,604
shares
|
$355,295
0.05% of portfolio
|
Q2 2025
Added 43.57%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
6,576
shares
|
$353,788
0.06% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
6,576
shares
|
$353,788
0.2% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
6,568
shares
|
$353,358
0.06% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
6,502
shares
|
$349,807
0.11% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
6,500
shares
|
$349,700
0.16% of portfolio
|
Q2 2025
Reduced 36.74%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
6,500
shares
|
$349,700
0.0% of portfolio
|
Q1 2025
Added 147.24%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
6,447
shares
|
$346,848
0.12% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
6,433
shares
|
$346,095
0.03% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
6,423
shares
|
$345,557
0.02% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,416
shares
|
$345,180
0.02% of portfolio
|
Q2 2023
Added 1.83%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
6,415
shares
|
$345,127
0.03% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
6,400
shares
|
$344,320
0.13% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
6,379
shares
|
$343,190
0.02% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
6,377
shares
|
$343,082
0.02% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
6,370
shares
|
$342,706
0.49% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
6,348
shares
|
$341,522
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,322
shares
|
$340,123
0.03% of portfolio
|
Q2 2025
Reduced 11.37%
|