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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
1,000
shares
|
$52,680
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
1,000
shares
|
$52,680
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
984
shares
|
$51,837
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
943
shares
|
$49,677
0.05% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
941
shares
|
$49,571
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
931
shares
|
$49,045
0.01% of portfolio
|
Q3 2024
Reduced 81.55%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
912
shares
|
$48,044
0.04% of portfolio
|
Q1 2025
Added 1724.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
904
shares
|
$47,622
0.02% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
890
shares
|
$46,885
0.02% of portfolio
|
Q2 2024
Added 368.42%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
875
shares
|
$46,095
0.01% of portfolio
|
Q4 2024
Added 34.62%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
855
shares
|
$45,041
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
850
shares
|
$44,778
0.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
840
shares
|
$44,251
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
838
shares
|
$44,145
0.03% of portfolio
|
Q4 2024
Reduced 88.02%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
800
shares
|
$42,144
0.03% of portfolio
|
Q4 2021
Reduced 8.05%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
778
shares
|
$40,985
0.03% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
763
shares
|
$40,194
0.0% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
748
shares
|
$39,404
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
742
shares
|
$39,088
0.01% of portfolio
|
Q2 2025
Reduced 32.48%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
725
shares
|
$38,193
0.02% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
720
shares
|
$37,929
0.01% of portfolio
|
Q3 2024
Reduced 57.82%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
720
shares
|
$37,929
0.0% of portfolio
|
Q1 2025
Reduced 99.94%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
700
shares
|
$36,876
0.02% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
700
shares
|
$36,876
0.03% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
687
shares
|
$36,191
0.04% of portfolio
|
Q1 2025
New holding
|