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 |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
452
shares
|
$23,811
0.0% of portfolio
|
Q2 2025
Reduced 60.11%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
437
shares
|
$23,021
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
436
shares
|
$22,968
0.01% of portfolio
|
Q1 2025
Added 74.4%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
424
shares
|
$22,336
0.0% of portfolio
|
Q2 2024
Reduced 3.42%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
422
shares
|
$22,230
0.01% of portfolio
|
Q2 2023
Reduced 69.13%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
400
shares
|
$21,072
0.0% of portfolio
|
Q2 2024
Reduced 23.81%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
400
shares
|
$21,072
0.0% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
396
shares
|
$20,861
0.01% of portfolio
|
Q2 2021
Added 39.44%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
392
shares
|
$20,650
0.01% of portfolio
|
Q2 2025
Reduced 50.94%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
390
shares
|
$20,545
0.01% of portfolio
|
Q4 2023
Reduced 15.77%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
375
shares
|
$19,755
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
355
shares
|
$18,701
0.0% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
345
shares
|
$18,174
0.01% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
335
shares
|
$17,647
0.0% of portfolio
|
Q2 2022
Added 19.64%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
316
shares
|
$16,646
0.0% of portfolio
|
Q1 2025
Reduced 46.26%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
307
shares
|
$16,172
0.0% of portfolio
|
Q3 2024
Reduced 69.24%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
300
shares
|
$15,804
0.0% of portfolio
|
Q2 2025
Reduced 29.74%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
300
shares
|
$15,804
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
292
shares
|
$15,382
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
292
shares
|
$15,382
0.0% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
290
shares
|
$15,277
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
283
shares
|
$14,908
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
268
shares
|
$14,118
0.0% of portfolio
|
Q4 2024
Added 22.94%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
253
shares
|
$13,328
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
244
shares
|
$12,853
0.0% of portfolio
|
Q3 2024
New holding
|