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 |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,141
shares
|
$61,385
0.02% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
1,132
shares
|
$60,901
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,114
shares
|
$59,933
0.0% of portfolio
|
Q2 2025
Reduced 59.27%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,110
shares
|
$59,718
0.01% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,084
shares
|
$58,319
0.0% of portfolio
|
Q4 2023
Added 8.73%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
1,072
shares
|
$57,673
0.0% of portfolio
|
Q2 2025
Reduced 49.0%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,025
shares
|
$55,145
0.03% of portfolio
|
Q2 2025
Reduced 19.16%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
1,015
shares
|
$54,607
0.01% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
1,014
shares
|
$54,553
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,007
shares
|
$54,176
0.0% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
1,005
shares
|
$54,069
0.02% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$53,800
0.02% of portfolio
|
Q1 2025
Reduced 33.42%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
1,000
shares
|
$53,800
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
984
shares
|
$52,939
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
978
shares
|
$52,616
0.02% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
943
shares
|
$50,733
0.05% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
941
shares
|
$50,625
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
938
shares
|
$50,464
0.03% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
931
shares
|
$50,087
0.01% of portfolio
|
Q3 2024
Reduced 81.55%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
904
shares
|
$48,635
0.02% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
875
shares
|
$47,075
0.01% of portfolio
|
Q4 2024
Added 34.62%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
855
shares
|
$45,999
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
851
shares
|
$45,783
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
840
shares
|
$45,192
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
838
shares
|
$45,084
0.03% of portfolio
|
Q4 2024
Reduced 88.02%
|