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 |
|---|---|---|---|---|---|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
453,289
shares
|
$24.4 Million
0.02% of portfolio
|
Q1 2024
Reduced 80.24%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
446,796
shares
|
$24 Million
0.44% of portfolio
|
Q2 2025
Added 52.32%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
445,799
shares
|
$24 Million
1.54% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
445,035
shares
|
$23.9 Million
0.76% of portfolio
|
Q2 2025
Added 58.46%
|
|
|
Innealta Capital, LLC
Austin, TX |
Aug 06, 2025 Q2 2025 |
432,356
shares
|
$23.3 Million
12.36% of portfolio
|
Q2 2025
Added 43.92%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
427,546
shares
|
$23 Million
1.32% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
421,860
shares
|
$22.7 Million
1.28% of portfolio
|
Q2 2025
Reduced 18.55%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
420,672
shares
|
$22.6 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
419,217
shares
|
$22.6 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
|
$22.5 Million
8.82% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
416,302
shares
|
$22.4 Million
3.83% of portfolio
|
Q2 2025
Added 2856.69%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
416,277
shares
|
$22.4 Million
3.92% of portfolio
|
Q2 2025
Reduced 57.36%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
415,200
shares
|
$22.3 Million
2.17% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
412,311
shares
|
$22.2 Million
0.09% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
407,360
shares
|
$21.9 Million
0.11% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
406,623
shares
|
$21.9 Million
0.35% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
398,598
shares
|
$21.4 Million
0.86% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
398,084
shares
|
$21.4 Million
2.13% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
390,396
shares
|
$21 Million
4.62% of portfolio
|
Q2 2025
Added 393.19%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
387,672
shares
|
$20.9 Million
0.1% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Aug 14, 2025 Q2 2025 |
387,400
shares
|
$20.8 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
386,800
shares
|
$20.8 Million
20.59% of portfolio
|
Q4 2018
Added 41048.94%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
385,364
shares
|
$20.7 Million
0.56% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
381,243
shares
|
$20.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 51.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
374,435
shares
|
$20.1 Million
0.04% of portfolio
|
Q2 2025
Added 6.18%
|