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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
371,228
shares
|
$20 Million
0.57% of portfolio
|
Q2 2025
Added 19.07%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
369,922
shares
|
$19.9 Million
1.49% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
349,051
shares
|
$18.8 Million
0.03% of portfolio
|
Q2 2025
Added 15.55%
|
|
|
Rezny Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
347,711
shares
|
$18.7 Million
4.17% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
344,286
shares
|
$18.5 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
344,285
shares
|
$18.5 Million
0.28% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
341,382
shares
|
$18.4 Million
2.34% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
338,323
shares
|
$18.2 Million
2.92% of portfolio
|
Q1 2023
Reduced 0.3%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
336,408
shares
|
$18.1 Million
0.1% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
334,495
shares
|
$18 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
334,131
shares
|
$18 Million
0.07% of portfolio
|
Q2 2025
Reduced 79.47%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
327,817
shares
|
$17.6 Million
0.1% of portfolio
|
Q2 2025
Reduced 21.72%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
324,708
shares
|
$17.5 Million
8.52% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
321,387
shares
|
$17.3 Million
1.92% of portfolio
|
Q1 2025
Added 47.39%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
318,649
shares
|
$17.1 Million
1.44% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
317,704
shares
|
$17.1 Million
1.79% of portfolio
|
Q2 2025
Added 17.38%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
316,634
shares
|
$17 Million
4.79% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
314,292
shares
|
$16.9 Million
0.34% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
308,047
shares
|
$16.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 90.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
299,500
shares
|
$16.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
298,195
shares
|
$16 Million
4.36% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
United Capital Management Of Ks, Inc.
|
Aug 01, 2025 Q2 2025 |
295,435
shares
|
$15.9 Million
2.86% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
288,128
shares
|
$15.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 71.96%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
282,102
shares
|
$15.2 Million
0.12% of portfolio
|
Q2 2025
Added 29.52%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
281,120
shares
|
$15.1 Million
0.19% of portfolio
|
Q2 2025
Reduced 22.39%
|