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 |
|---|---|---|---|---|---|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,809
shares
|
$258,724
0.01% of portfolio
|
Q2 2025
Reduced 94.03%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
4,807
shares
|
$258,616
0.1% of portfolio
|
Q2 2025
Reduced 85.82%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,796
shares
|
$258,024
0.02% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,790
shares
|
$257,702
0.04% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
4,769
shares
|
$256,572
0.05% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
4,726
shares
|
$254,258
0.01% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
4,720
shares
|
$253,936
0.03% of portfolio
|
Q2 2025
Reduced 90.91%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,715
shares
|
$253,667
0.05% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
4,698
shares
|
$252,752
0.05% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
4,679
shares
|
$251,730
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
4,676
shares
|
$251,568
0.04% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
4,669
shares
|
$251,192
0.04% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
4,635
shares
|
$249,363
0.01% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
4,625
shares
|
$248,825
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
4,622
shares
|
$248,663
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
4,622
shares
|
$248,663
0.21% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,619
shares
|
$248,502
0.02% of portfolio
|
Q2 2025
Reduced 14.54%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
4,618
shares
|
$248,448
0.15% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,601
shares
|
$247,533
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
4,596
shares
|
$247,264
0.02% of portfolio
|
Q2 2025
Reduced 63.3%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
4,596
shares
|
$247,264
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,590
shares
|
$246,942
0.0% of portfolio
|
Q4 2023
Reduced 40.76%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,590
shares
|
$246,942
0.01% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
4,574
shares
|
$246,081
0.05% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
4,551
shares
|
$244,843
0.05% of portfolio
|
Q3 2024
New holding
|