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 |
|---|---|---|---|---|---|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
590
shares
|
$31,742
0.03% of portfolio
|
Q1 2025
Reduced 24.65%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
588
shares
|
$31,634
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
574
shares
|
$30,881
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
573
shares
|
$30,827
0.0% of portfolio
|
Q2 2025
Reduced 70.05%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
550
shares
|
$29,590
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
545
shares
|
$29,321
0.01% of portfolio
|
Q2 2025
Reduced 47.85%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
530
shares
|
$28,514
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
522
shares
|
$28,083
0.0% of portfolio
|
Q2 2025
Reduced 80.23%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
482
shares
|
$25,931
0.02% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
477
shares
|
$25,662
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
452
shares
|
$24,317
0.0% of portfolio
|
Q2 2025
Reduced 60.11%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
438
shares
|
$23,564
0.02% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
431
shares
|
$23,187
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
424
shares
|
$22,811
0.0% of portfolio
|
Q2 2024
Reduced 3.42%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
422
shares
|
$22,703
0.01% of portfolio
|
Q2 2023
Reduced 69.13%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
401
shares
|
$21,573
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
400
shares
|
$21,520
0.0% of portfolio
|
Q2 2024
Reduced 23.81%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
400
shares
|
$21,520
0.0% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
400
shares
|
$21,520
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
396
shares
|
$21,304
0.01% of portfolio
|
Q2 2021
Added 39.44%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
392
shares
|
$21,089
0.01% of portfolio
|
Q2 2025
Reduced 50.94%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
390
shares
|
$20,982
0.01% of portfolio
|
Q4 2023
Reduced 15.77%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
375
shares
|
$20,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
355
shares
|
$19,099
0.0% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
345
shares
|
$18,561
0.01% of portfolio
|
Q2 2025
Reduced 12.66%
|