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 2,107 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 |
|---|---|---|---|---|---|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
1,280
shares
|
$67,430
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,268
shares
|
$66,798
0.04% of portfolio
|
Q1 2025
Reduced 24.52%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
1,257
shares
|
$66,218
0.02% of portfolio
|
Q2 2025
Added 22.16%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
1,217
shares
|
$64,111
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,214
shares
|
$63,953
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,211
shares
|
$63,795
0.02% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,206
shares
|
$63,532
0.0% of portfolio
|
Q2 2024
Reduced 27.04%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
1,192
shares
|
$62,794
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,183
shares
|
$62,320
0.01% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,181
shares
|
$62,215
0.0% of portfolio
|
Q2 2025
Added 57.47%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,175
shares
|
$61,899
0.05% of portfolio
|
Q4 2024
Reduced 66.71%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,141
shares
|
$60,107
0.02% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
1,132
shares
|
$59,633
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,114
shares
|
$58,685
0.0% of portfolio
|
Q2 2025
Reduced 59.27%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,110
shares
|
$58,474
0.01% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,084
shares
|
$57,105
0.0% of portfolio
|
Q4 2023
Added 8.73%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,041
shares
|
$54,839
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
1,034
shares
|
$54,471
0.04% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,028
shares
|
$54,155
0.02% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
1,015
shares
|
$53,470
0.01% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
1,014
shares
|
$53,417
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
1,009
shares
|
$53,154
0.15% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,007
shares
|
$53,048
0.0% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
1,001
shares
|
$52,732
0.02% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,000
shares
|
$52,680
0.02% of portfolio
|
Q1 2025
Reduced 33.42%
|