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 |
|---|---|---|---|---|---|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
335
shares
|
$18,023
0.0% of portfolio
|
Q2 2022
Added 19.64%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Aug 07, 2025 Q2 2025 |
314
shares
|
$16,893
0.01% of portfolio
|
Q2 2025
Reduced 96.4%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
307
shares
|
$16,516
0.0% of portfolio
|
Q3 2024
Reduced 69.24%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
304
shares
|
$16,355
0.0% of portfolio
|
Q2 2025
Reduced 55.62%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
300
shares
|
$16,140
0.0% of portfolio
|
Q2 2025
Reduced 29.74%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
300
shares
|
$16,140
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
300
shares
|
$16,140
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
292
shares
|
$15,709
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
290
shares
|
$15,602
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
283
shares
|
$15,225
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
273
shares
|
$14,687
0.01% of portfolio
|
Q2 2025
Reduced 85.39%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
253
shares
|
$13,611
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
250
shares
|
$13,450
0.0% of portfolio
|
Q2 2025
Reduced 42.66%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
244
shares
|
$13,127
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
239
shares
|
$12,858
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
233
shares
|
$12,535
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
226
shares
|
$12,158
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
219
shares
|
$11,782
0.0% of portfolio
|
Q1 2024
Added 43.14%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
218
shares
|
$11,728
0.0% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
209
shares
|
$11,244
0.0% of portfolio
|
Q2 2025
Reduced 45.71%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
209
shares
|
$11,244
0.0% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
207
shares
|
$11,136
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
206
shares
|
$11,082
0.0% of portfolio
|
Q1 2023
Reduced 52.75%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
201
shares
|
$10,813
0.0% of portfolio
|
Q1 2025
Added 38.62%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
200
shares
|
$10,760
0.0% of portfolio
|
Q3 2024
Added 100.0%
|