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 |
|---|---|---|---|---|---|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
3,886
shares
|
$204,714
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
3,873
shares
|
$204,029
0.02% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
3,872
shares
|
$203,976
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
3,856
shares
|
$203,134
0.07% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
3,843
shares
|
$202,449
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
3,824
shares
|
$201,448
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,821
shares
|
$201,290
0.08% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
3,673
shares
|
$193,493
0.09% of portfolio
|
Q4 2024
Reduced 19.68%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,620
shares
|
$190,701
0.0% of portfolio
|
Q2 2025
Added 20.07%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
3,555
shares
|
$187,277
0.09% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
3,516
shares
|
$185,222
0.06% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,501
shares
|
$184,432
0.01% of portfolio
|
Q2 2023
Reduced 45.22%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,501
shares
|
$184,432
0.01% of portfolio
|
Q2 2023
Reduced 45.22%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
3,485
shares
|
$183,589
0.17% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,464
shares
|
$182,483
0.03% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
3,444
shares
|
$181,429
0.02% of portfolio
|
Q1 2025
Added 120.91%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,300
shares
|
$173,844
0.02% of portfolio
|
Q1 2025
Reduced 27.01%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,271
shares
|
$172,316
0.01% of portfolio
|
Q3 2023
Added 1340.97%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
3,136
shares
|
$165,204
0.03% of portfolio
|
Q1 2024
Reduced 42.1%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
3,130
shares
|
$164,888
0.02% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 24, 2025 Q2 2025 |
3,118
shares
|
$164,256
0.04% of portfolio
|
Q4 2024
Reduced 48.37%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
3,084
shares
|
$162,465
0.05% of portfolio
|
Q2 2025
Added 101.57%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
3,048
shares
|
$160,568
0.04% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
3,018
shares
|
$158,988
0.12% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
3,010
shares
|
$158,566
0.0% of portfolio
|
Q1 2025
Reduced 33.1%
|