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 |
|---|---|---|---|---|---|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
5,297
shares
|
$284,978
0.03% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,273
shares
|
$283,687
0.01% of portfolio
|
Q1 2024
Reduced 27.0%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
5,262
shares
|
$283,095
0.07% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
5,262
shares
|
$283,095
0.24% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
5,251
shares
|
$282,503
0.06% of portfolio
|
Q2 2025
Reduced 18.11%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
5,250
shares
|
$282,450
0.03% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
5,250
shares
|
$282,450
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
5,239
shares
|
$281,858
0.14% of portfolio
|
Q1 2023
Reduced 1.39%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
5,236
shares
|
$281,696
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
5,227
shares
|
$281,212
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
5,189
shares
|
$279,168
0.0% of portfolio
|
Q2 2025
Reduced 47.44%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,178
shares
|
$278,576
0.02% of portfolio
|
Q2 2025
Reduced 51.22%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,160
shares
|
$277,608
0.1% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5,156
shares
|
$277,392
0.02% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
5,155
shares
|
$277,339
0.02% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
5,133
shares
|
$276,155
0.01% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
5,099
shares
|
$274,326
0.19% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,073
shares
|
$272,927
0.09% of portfolio
|
Q2 2025
Added 20.56%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
5,061
shares
|
$272,281
0.15% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
5,055
shares
|
$271,959
0.13% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
5,050
shares
|
$271,690
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,050
shares
|
$271,690
0.0% of portfolio
|
Q2 2025
Added 99.21%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
5,048
shares
|
$271,582
0.13% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
5,040
shares
|
$271,152
0.14% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
5,025
shares
|
$270,345
0.15% of portfolio
|
Q4 2024
Added 11.77%
|