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 |
|---|---|---|---|---|---|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
823
shares
|
$44,277
0.03% of portfolio
|
Q2 2025
Reduced 71.96%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
814
shares
|
$43,793
0.01% of portfolio
|
Q2 2025
Reduced 21.81%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
800
shares
|
$43,040
0.03% of portfolio
|
Q4 2021
Reduced 8.05%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
778
shares
|
$41,856
0.03% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
763
shares
|
$41,049
0.0% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
742
shares
|
$39,919
0.01% of portfolio
|
Q2 2025
Reduced 32.48%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
740
shares
|
$39,812
0.02% of portfolio
|
Q2 2025
Reduced 99.55%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
730
shares
|
$39,274
0.0% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
720
shares
|
$38,736
0.01% of portfolio
|
Q3 2024
Reduced 57.82%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
720
shares
|
$38,736
0.0% of portfolio
|
Q1 2025
Reduced 99.94%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
700
shares
|
$37,660
0.02% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
687
shares
|
$36,960
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
687
shares
|
$36,960
0.04% of portfolio
|
Q1 2025
Added 30.11%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
683
shares
|
$36,745
0.01% of portfolio
|
Q2 2025
Added 722.89%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
680
shares
|
$36,584
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
674
shares
|
$36,261
0.02% of portfolio
|
Q2 2025
Reduced 34.82%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
657
shares
|
$35,346
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
648
shares
|
$34,862
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
639
shares
|
$34,378
0.01% of portfolio
|
Q2 2023
Reduced 42.38%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
622
shares
|
$33,463
0.02% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
610
shares
|
$32,818
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
606
shares
|
$32,602
0.01% of portfolio
|
Q2 2025
Added 30.32%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
603
shares
|
$32,441
0.0% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
600
shares
|
$32,280
0.01% of portfolio
|
Q2 2019
Closed
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
600
shares
|
$32,280
2.26% of portfolio
|
Q1 2025
New holding
|