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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
192
shares
|
$10,329
0.0% of portfolio
|
Q2 2025
Added 53.6%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
192
shares
|
$10,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
190
shares
|
$10,222
0.0% of portfolio
|
Q2 2025
Reduced 78.65%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
180
shares
|
$9,684
0.0% of portfolio
|
Q1 2022
Reduced 35.71%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
170
shares
|
$9,146
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
166
shares
|
$8,930
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
166
shares
|
$8,930
0.0% of portfolio
|
Q1 2025
Added 95.29%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
154
shares
|
$8,285
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
153
shares
|
$8,231
0.0% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
151
shares
|
$8,123
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
146
shares
|
$7,854
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
141
shares
|
$7,585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
141
shares
|
$7,585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
127
shares
|
$6,832
0.0% of portfolio
|
Q2 2023
Reduced 98.54%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
121
shares
|
$6,509
0.0% of portfolio
|
Q1 2025
Reduced 45.25%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
120
shares
|
$6,456
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
115
shares
|
$6,187
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
114
shares
|
$6,133
0.0% of portfolio
|
Q1 2024
Reduced 70.99%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
109
shares
|
$5,864
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
109
shares
|
$5,864
0.0% of portfolio
|
Q2 2025
Added 28.24%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
101
shares
|
$5,433
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$5,380
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
100
shares
|
$5,380
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
97
shares
|
$5,218
0.0% of portfolio
|
Q2 2024
Reduced 89.06%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
97
shares
|
$5,218
0.0% of portfolio
|
Q3 2024
New holding
|