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 Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,789
shares
|
$150,048
0.08% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
2,600
shares
|
$139,880
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,594
shares
|
$139,557
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
2,568
shares
|
$138,158
0.07% of portfolio
|
Q2 2025
Reduced 97.62%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
2,534
shares
|
$136,329
0.0% of portfolio
|
Q2 2025
Reduced 98.63%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
2,506
shares
|
$134,822
0.04% of portfolio
|
Q4 2024
Added 401.2%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,454
shares
|
$132,025
0.05% of portfolio
|
Q1 2025
Reduced 98.77%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
2,407
shares
|
$129,496
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
2,400
shares
|
$129,120
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,381
shares
|
$128,097
0.01% of portfolio
|
Q2 2025
Reduced 88.49%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
2,375
shares
|
$127,775
0.01% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,325
shares
|
$125,085
0.06% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
2,317
shares
|
$124,654
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
2,317
shares
|
$124,654
0.07% of portfolio
|
Q2 2025
Added 1465.54%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
2,238
shares
|
$120,404
0.02% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
2,213
shares
|
$119,059
0.02% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,143
shares
|
$115,293
0.01% of portfolio
|
Q2 2025
Reduced 18.89%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
2,139
shares
|
$115,078
0.0% of portfolio
|
Q2 2025
Added 35.12%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
2,086
shares
|
$112,226
0.02% of portfolio
|
Q2 2024
Added 4.82%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,059
shares
|
$110,774
0.03% of portfolio
|
Q2 2025
Added 15.54%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,042
shares
|
$109,859
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,000
shares
|
$107,600
0.01% of portfolio
|
Q1 2023
Reduced 9.79%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
2,000
shares
|
$107,600
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,984
shares
|
$106,739
0.04% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,944
shares
|
$104,587
0.03% of portfolio
|
Q4 2023
Added 745.22%
|