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 |
|---|---|---|---|---|---|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
5,765
shares
|
$310,157
0.04% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
5,727
shares
|
$308,112
0.06% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,724
shares
|
$307,951
0.3% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
5,672
shares
|
$305,153
0.03% of portfolio
|
Q2 2024
Added 9.6%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
5,665
shares
|
$304,777
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
5,662
shares
|
$304,615
0.14% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
5,649
shares
|
$303,916
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,641
shares
|
$303,485
0.07% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
5,600
shares
|
$301,280
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
5,596
shares
|
$301,064
0.17% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
5,594
shares
|
$300,957
0.02% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
5,593
shares
|
$300,903
0.02% of portfolio
|
Q2 2025
Added 35.59%
|
|
|
Xy Capital LTD
Central, K3 |
Aug 14, 2025 Q2 2025 |
5,589
shares
|
$300,688
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
5,575
shares
|
$299,935
0.13% of portfolio
|
Q2 2025
Added 15.02%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
5,570
shares
|
$299,666
0.23% of portfolio
|
Q1 2025
Reduced 15.22%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Aug 14, 2025 Q2 2025 |
5,555
shares
|
$298,859
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,521
shares
|
$297,029
0.01% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
5,461
shares
|
$293,801
0.07% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
5,421
shares
|
$291,649
0.02% of portfolio
|
Q2 2025
Added 24.45%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
5,400
shares
|
$290,520
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
5,396
shares
|
$290,304
0.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,346
shares
|
$287,614
0.08% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
5,330
shares
|
$286,754
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,305
shares
|
$285,409
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
5,302
shares
|
$285,247
0.03% of portfolio
|
Q2 2025
Reduced 38.22%
|