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 |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,928
shares
|
$103,726
0.06% of portfolio
|
Q3 2024
Reduced 52.37%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
1,922
shares
|
$103,403
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,913
shares
|
$102,919
0.01% of portfolio
|
Q4 2024
Reduced 55.65%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
1,909
shares
|
$102,704
0.03% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,909
shares
|
$102,704
0.02% of portfolio
|
Q2 2025
Added 92.67%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
1,900
shares
|
$102,220
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,900
shares
|
$102,220
0.03% of portfolio
|
Q2 2025
Reduced 20.4%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,887
shares
|
$101,520
0.06% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,879
shares
|
$101,090
0.01% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,876
shares
|
$100,928
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
1,874
shares
|
$100,821
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
1,838
shares
|
$98,884
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,815
shares
|
$97,647
0.0% of portfolio
|
Q2 2025
Added 50.5%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,784
shares
|
$95,979
0.03% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,763
shares
|
$94,849
0.06% of portfolio
|
Q4 2023
Reduced 14.0%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
1,763
shares
|
$94,849
0.08% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
1,737
shares
|
$93,450
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,681
shares
|
$90,437
0.03% of portfolio
|
Q2 2023
Added 16.57%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,663
shares
|
$89,469
0.01% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
1,658
shares
|
$89,200
0.05% of portfolio
|
Q2 2025
Reduced 68.9%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
1,649
shares
|
$88,716
0.03% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
1,643
shares
|
$88,393
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
1,560
shares
|
$83,928
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,517
shares
|
$81,614
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Management One Co., Ltd.
|
Jul 31, 2025 Q2 2025 |
1,505
shares
|
$80,969
0.0% of portfolio
|
Q2 2025
Added 13581.82%
|