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 |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
5,020
shares
|
$270,076
0.01% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
5,019
shares
|
$270,022
0.04% of portfolio
|
Q2 2025
Reduced 89.26%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
5,018
shares
|
$269,968
0.06% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
5,015
shares
|
$269,807
0.1% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
5,013
shares
|
$269,699
0.05% of portfolio
|
Q2 2025
Reduced 37.74%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$269,000
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
5,000
shares
|
$269,000
0.0% of portfolio
|
Q1 2025
Reduced 97.21%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
4,994
shares
|
$268,677
0.04% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
4,986
shares
|
$268,246
0.08% of portfolio
|
Q2 2024
Added 43.03%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
4,970
shares
|
$267,386
0.14% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,955
shares
|
$266,579
0.0% of portfolio
|
Q3 2022
Reduced 12.66%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
4,945
shares
|
$266,041
0.0% of portfolio
|
Q2 2025
Added 21.47%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
4,934
shares
|
$265,449
0.08% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
4,931
shares
|
$265,287
0.23% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
4,923
shares
|
$264,857
0.13% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
4,916
shares
|
$264,480
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,914
shares
|
$264,373
0.14% of portfolio
|
Q2 2025
Reduced 79.35%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
4,890
shares
|
$263,082
0.2% of portfolio
|
Q2 2025
Added 19.56%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
4,873
shares
|
$262,167
0.19% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
4,865
shares
|
$261,737
0.03% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
4,856
shares
|
$261,252
0.04% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
4,856
shares
|
$261,252
0.11% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
4,856
shares
|
$261,252
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
4,855
shares
|
$261,199
0.24% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
4,812
shares
|
$258,885
0.19% of portfolio
|
Q2 2025
Reduced 8.52%
|