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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,551
shares
|
$244,843
0.02% of portfolio
|
Q2 2025
Reduced 28.39%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
4,523
shares
|
$243,337
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
4,515
shares
|
$242,907
0.02% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
4,514
shares
|
$242,853
0.09% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
4,499
shares
|
$242,046
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
4,476
shares
|
$240,808
0.0% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
4,471
shares
|
$240,539
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
4,438
shares
|
$238,764
0.08% of portfolio
|
Q2 2025
Reduced 27.74%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
4,433
shares
|
$238,495
0.03% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
4,426
shares
|
$238,118
0.13% of portfolio
|
Q2 2025
Reduced 28.1%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,418
shares
|
$237,688
0.0% of portfolio
|
Q2 2025
Reduced 99.82%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
4,414
shares
|
$237,473
0.06% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
4,410
shares
|
$237,258
0.06% of portfolio
|
Q2 2025
Reduced 92.7%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
4,398
shares
|
$236,612
0.04% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
4,388
shares
|
$236,074
0.02% of portfolio
|
Q2 2024
Added 7.0%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
4,376
shares
|
$235,428
0.08% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
4,355
shares
|
$234,299
0.11% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
4,349
shares
|
$233,976
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
4,349
shares
|
$233,976
0.14% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
4,345
shares
|
$233,761
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
4,340
shares
|
$233,492
0.1% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
4,333
shares
|
$233,115
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,313
shares
|
$232,039
0.07% of portfolio
|
Q2 2025
Reduced 30.09%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
4,311
shares
|
$231,931
0.12% of portfolio
|
Q2 2025
Reduced 39.68%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
4,302
shares
|
$231,447
0.06% of portfolio
|
Q2 2025
Added 2.4%
|