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 |
|---|---|---|---|---|---|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,501
shares
|
$80,753
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
1,490
shares
|
$80,162
0.03% of portfolio
|
Q1 2025
Reduced 25.13%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
1,485
shares
|
$79,893
0.04% of portfolio
|
Q2 2024
Reduced 25.19%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,470
shares
|
$79,086
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
1,452
shares
|
$78,117
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,444
shares
|
$77,687
0.01% of portfolio
|
Q2 2024
Reduced 14.76%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,440
shares
|
$77,472
0.06% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1,404
shares
|
$75,535
0.02% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
1,402
shares
|
$75,427
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,361
shares
|
$73,221
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
1,338
shares
|
$71,984
0.02% of portfolio
|
Q2 2024
Reduced 8.23%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,331
shares
|
$71,607
0.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1,312
shares
|
$70,585
0.17% of portfolio
|
Q2 2025
Added 30.03%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,310
shares
|
$70,478
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
1,280
shares
|
$68,864
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
1,257
shares
|
$67,626
0.02% of portfolio
|
Q2 2025
Added 22.16%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
1,220
shares
|
$65,636
0.0% of portfolio
|
Q2 2025
Reduced 19.74%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
1,217
shares
|
$65,474
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,214
shares
|
$65,313
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,214
shares
|
$65,313
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,211
shares
|
$65,151
0.02% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,183
shares
|
$63,645
0.01% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,181
shares
|
$63,537
0.0% of portfolio
|
Q2 2025
Added 57.47%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,175
shares
|
$63,215
0.05% of portfolio
|
Q4 2024
Reduced 66.71%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,143
shares
|
$61,493
0.0% of portfolio
|
Q2 2025
Added 69.08%
|