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 |
|---|---|---|---|---|---|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
6,314
shares
|
$339,693
0.02% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,300
shares
|
$338,940
0.07% of portfolio
|
Q1 2022
Added 20.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
6,296
shares
|
$338,724
0.03% of portfolio
|
Q2 2025
Reduced 21.5%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
6,279
shares
|
$337,810
0.24% of portfolio
|
Q2 2025
Reduced 17.61%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
6,278
shares
|
$337,756
0.05% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
6,242
shares
|
$335,819
0.17% of portfolio
|
Q2 2025
Reduced 39.21%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
6,240
shares
|
$335,712
0.02% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
6,238
shares
|
$335,604
0.31% of portfolio
|
Q2 2025
Added 42.52%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
6,237
shares
|
$335,550
0.06% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,233
shares
|
$335,335
0.16% of portfolio
|
Q2 2024
Reduced 64.55%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
6,230
shares
|
$335,174
0.04% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
6,222
shares
|
$334,743
0.08% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
6,218
shares
|
$334,528
0.06% of portfolio
|
Q2 2025
Reduced 19.34%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
6,215
shares
|
$334,367
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
6,214
shares
|
$334,313
0.03% of portfolio
|
Q2 2025
Added 44.14%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
6,203
shares
|
$333,721
0.14% of portfolio
|
Q2 2025
Reduced 69.74%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
6,149
shares
|
$330,816
0.13% of portfolio
|
Q2 2025
Reduced 22.03%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Aug 08, 2025 Q2 2025 |
6,128
shares
|
$329,686
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
6,119
shares
|
$329,202
0.05% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
6,113
shares
|
$328,879
0.22% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
6,104
shares
|
$328,395
0.0% of portfolio
|
Q2 2025
Added 24.55%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
6,100
shares
|
$328,180
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
6,095
shares
|
$327,911
0.03% of portfolio
|
Q2 2025
Reduced 19.93%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
6,091
shares
|
$327,695
0.05% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,085
shares
|
$327,373
0.01% of portfolio
|
Q2 2025
Added 2.44%
|