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 1.02 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 |
|---|---|---|---|---|---|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
424,023
shares
|
$22.3 Million
0.96% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
420,541
shares
|
$22.2 Million
1.4% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
419,217
shares
|
$22.1 Million
1.68% of portfolio
|
Q3 2023
Added 0.31%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
418,951
shares
|
$22.1 Million
8.82% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
416,302
shares
|
$21.9 Million
3.83% of portfolio
|
Q2 2025
Added 2856.69%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
415,200
shares
|
$21.9 Million
2.17% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
413,050
shares
|
$21.8 Million
0.34% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
408,085
shares
|
$21.5 Million
0.09% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
407,353
shares
|
$21.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.52%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
404,649
shares
|
$21.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
397,248
shares
|
$20.9 Million
2.24% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
395,280
shares
|
$20.8 Million
0.4% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
386,800
shares
|
$20.4 Million
20.59% of portfolio
|
Q4 2018
Added 41048.94%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
385,364
shares
|
$20.3 Million
0.56% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
376,598
shares
|
$19.8 Million
0.21% of portfolio
|
Q1 2025
Added 30.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
374,435
shares
|
$19.7 Million
0.04% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
374,200
shares
|
$19.7 Million
0.77% of portfolio
|
Q1 2025
Added 84.27%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
370,032
shares
|
$19.5 Million
1.73% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
369,922
shares
|
$19.5 Million
1.49% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
362,206
shares
|
$19.1 Million
0.25% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
360,634
shares
|
$19 Million
0.16% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
358,930
shares
|
$18.9 Million
0.1% of portfolio
|
Q1 2025
Added 65.09%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
357,869
shares
|
$18.9 Million
2.32% of portfolio
|
Q1 2025
Added 442.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
356,342
shares
|
$18.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
352,966
shares
|
$18.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 31.52%
|