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 2,110 institutions that hold shares in the stock, with a total of 1.02 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 |
|---|---|---|---|---|---|
|
Rezny Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
347,711
shares
|
$18.3 Million
4.17% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
344,286
shares
|
$18.1 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
341,382
shares
|
$18 Million
2.34% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
338,323
shares
|
$17.8 Million
2.92% of portfolio
|
Q1 2023
Reduced 0.3%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
334,495
shares
|
$17.6 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
332,177
shares
|
$17.5 Million
0.1% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
329,579
shares
|
$17.4 Million
1.35% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
327,817
shares
|
$17.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 21.72%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
324,708
shares
|
$17.1 Million
8.52% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
321,877
shares
|
$17 Million
0.39% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
321,387
shares
|
$16.9 Million
1.92% of portfolio
|
Q1 2025
Added 47.39%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
317,704
shares
|
$16.7 Million
1.79% of portfolio
|
Q2 2025
Added 17.38%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
316,634
shares
|
$16.7 Million
4.79% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
314,580
shares
|
$16.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 51.76%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
313,079
shares
|
$16.5 Million
0.35% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
311,777
shares
|
$16.4 Million
0.51% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Jul 21, 2025 Q1 2025 |
308,500
shares
|
$16.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
306,563
shares
|
$16.1 Million
2.6% of portfolio
|
Q1 2025
Added 221.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
302,385
shares
|
$15.9 Million
0.14% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
302,309
shares
|
$15.9 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
302,071
shares
|
$15.9 Million
0.03% of portfolio
|
Q1 2025
Added 30.44%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
300,572
shares
|
$15.8 Million
1.87% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
300,417
shares
|
$15.8 Million
9.33% of portfolio
|
Q1 2025
Reduced 32.63%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
298,195
shares
|
$15.7 Million
4.36% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
United Capital Management Of Ks, Inc.
|
May 13, 2025 Q1 2025 |
293,771
shares
|
$15.5 Million
3.45% of portfolio
|
Q1 2025
Added 11.46%
|