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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
687
shares
|
$36,191
0.04% of portfolio
|
Q1 2025
Added 30.11%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
685
shares
|
$36,085
0.01% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
683
shares
|
$35,980
0.01% of portfolio
|
Q2 2025
Added 722.89%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
680
shares
|
$35,822
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
676
shares
|
$35,611
0.0% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
674
shares
|
$35,506
0.0% of portfolio
|
Q1 2025
Added 193.04%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
657
shares
|
$34,610
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
639
shares
|
$33,662
0.01% of portfolio
|
Q2 2023
Reduced 42.38%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
620
shares
|
$32,661
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
610
shares
|
$32,134
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
603
shares
|
$31,766
0.01% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
600
shares
|
$31,608
0.01% of portfolio
|
Q2 2019
Closed
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
600
shares
|
$31,608
2.26% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
590
shares
|
$31,081
0.03% of portfolio
|
Q1 2025
Reduced 24.65%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
588
shares
|
$30,975
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
582
shares
|
$30,659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
574
shares
|
$30,238
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
571
shares
|
$30,080
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
550
shares
|
$28,974
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
545
shares
|
$28,710
0.01% of portfolio
|
Q2 2025
Reduced 47.85%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
533
shares
|
$28,078
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
528
shares
|
$27,815
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
522
shares
|
$27,498
0.0% of portfolio
|
Q2 2025
Reduced 80.23%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
477
shares
|
$25,128
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
465
shares
|
$24,496
0.01% of portfolio
|
Q1 2022
Reduced 62.41%
|