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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,976
shares
|
$213,908
0.07% of portfolio
|
Q1 2024
Added 670.54%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,973
shares
|
$213,747
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
3,964
shares
|
$213,263
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
3,949
shares
|
$212,456
0.0% of portfolio
|
Q2 2025
Reduced 10.43%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
3,944
shares
|
$212,187
0.04% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
3,941
shares
|
$212,025
0.03% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
3,941
shares
|
$212,025
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
3,940
shares
|
$211,972
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
3,939
shares
|
$211,918
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
3,921
shares
|
$210,949
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
3,914
shares
|
$210,573
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,899
shares
|
$209,766
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
3,890
shares
|
$209,282
0.02% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
3,886
shares
|
$209,066
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
3,873
shares
|
$208,367
0.02% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
3,872
shares
|
$208,313
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,861
shares
|
$207,721
0.01% of portfolio
|
Q2 2025
Reduced 93.07%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
3,856
shares
|
$207,452
0.07% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
3,850
shares
|
$207,130
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
3,843
shares
|
$206,753
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
3,824
shares
|
$205,731
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,821
shares
|
$205,569
0.08% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
3,673
shares
|
$197,607
0.09% of portfolio
|
Q4 2024
Reduced 19.68%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,620
shares
|
$194,756
0.0% of portfolio
|
Q2 2025
Added 20.07%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
3,516
shares
|
$189,160
0.06% of portfolio
|
Q2 2025
Reduced 11.57%
|