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 2,110 institutions that hold shares in the stock, with a total of 1.01 Billion shares, which have been reported (via 13F filing form) to have a value of $53.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,148
shares
|
$218,516
0.0% of portfolio
|
Q1 2025
Reduced 76.59%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
4,117
shares
|
$216,883
0.03% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
4,116
shares
|
$216,830
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
4,102
shares
|
$216,093
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
4,100
shares
|
$215,988
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
4,096
shares
|
$215,777
0.25% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
4,074
shares
|
$214,618
0.04% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
4,071
shares
|
$214,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
4,070
shares
|
$214,407
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
4,065
shares
|
$214,144
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
4,063
shares
|
$214,038
0.02% of portfolio
|
Q4 2024
Reduced 80.02%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
4,060
shares
|
$213,880
0.19% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4,059
shares
|
$213,828
0.07% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
4,059
shares
|
$213,828
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
4,051
shares
|
$213,406
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,040
shares
|
$212,827
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
4,021
shares
|
$211,826
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
4,001
shares
|
$210,772
0.03% of portfolio
|
Q4 2024
Added 199950.0%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
4,000
shares
|
$210,720
0.13% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,976
shares
|
$209,455
0.07% of portfolio
|
Q1 2024
Added 670.54%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
3,964
shares
|
$208,823
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
3,962
shares
|
$208,718
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
3,949
shares
|
$208,033
0.0% of portfolio
|
Q2 2025
Reduced 10.43%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
3,941
shares
|
$207,611
0.03% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
3,939
shares
|
$207,506
0.02% of portfolio
|
Q2 2025
New holding
|