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 |
|---|---|---|---|---|---|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
6,072
shares
|
$326,673
0.3% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
6,058
shares
|
$325,920
0.03% of portfolio
|
Q2 2025
Reduced 84.13%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
6,000
shares
|
$322,800
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
5,999
shares
|
$322,746
0.01% of portfolio
|
Q2 2025
Reduced 58.46%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
5,996
shares
|
$322,584
0.13% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
5,995
shares
|
$322,531
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,976
shares
|
$321,508
0.03% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
5,963
shares
|
$320,809
0.02% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
5,954
shares
|
$320,325
0.08% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
5,954
shares
|
$320,325
0.13% of portfolio
|
Q2 2025
Reduced 36.03%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
5,936
shares
|
$319,356
0.09% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
5,918
shares
|
$318,388
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
5,908
shares
|
$317,850
0.08% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
5,883
shares
|
$316,505
0.13% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
5,878
shares
|
$316,236
0.02% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
5,876
shares
|
$316,128
0.01% of portfolio
|
Q2 2025
Added 17.26%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
5,855
shares
|
$314,999
0.01% of portfolio
|
Q2 2025
Reduced 27.76%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
5,853
shares
|
$314,891
0.0% of portfolio
|
Q1 2025
Added 36.05%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
5,852
shares
|
$314,837
0.01% of portfolio
|
Q2 2025
Added 27.02%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
5,841
shares
|
$314,245
0.19% of portfolio
|
Q1 2025
Reduced 20.58%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
5,841
shares
|
$314,245
0.11% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
5,815
shares
|
$312,847
0.09% of portfolio
|
Q2 2025
Added 27.52%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
5,806
shares
|
$312,362
0.01% of portfolio
|
Q2 2025
Added 28.88%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,780
shares
|
$310,964
0.05% of portfolio
|
Q2 2025
Reduced 14.4%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
5,768
shares
|
$310,318
0.09% of portfolio
|
Q1 2025
Reduced 8.17%
|