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 |
|---|---|---|---|---|---|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
4,143
shares
|
$222,893
0.07% of portfolio
|
Q2 2025
Reduced 93.74%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
4,137
shares
|
$222,570
0.13% of portfolio
|
Q2 2025
Reduced 83.21%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
4,117
shares
|
$221,494
0.03% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
4,116
shares
|
$221,440
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
4,102
shares
|
$220,687
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
4,100
shares
|
$220,580
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
4,100
shares
|
$220,580
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
4,096
shares
|
$220,364
0.25% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
4,095
shares
|
$220,311
0.13% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
4,067
shares
|
$218,804
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
4,065
shares
|
$218,697
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
4,064
shares
|
$218,643
0.1% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,063
shares
|
$218,589
0.02% of portfolio
|
Q4 2024
Reduced 80.02%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
4,060
shares
|
$218,428
0.19% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4,059
shares
|
$218,374
0.07% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
4,059
shares
|
$218,374
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
4,050
shares
|
$217,890
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,040
shares
|
$217,352
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
4,021
shares
|
$216,329
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
4,013
shares
|
$215,899
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
4,004
shares
|
$215,415
0.13% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
4,001
shares
|
$215,253
0.03% of portfolio
|
Q4 2024
Added 199950.0%
|
|
|
Ramsey Quantitative Systems
Louisville, KY |
Aug 15, 2025 Q2 2025 |
4,000
shares
|
$215,200
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
4,000
shares
|
$215,200
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
4,000
shares
|
$215,200
0.12% of portfolio
|
Q1 2025
Reduced 10.39%
|