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 |
|---|---|---|---|---|---|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
95
shares
|
$5,111
0.0% of portfolio
|
Q2 2025
Reduced 20.17%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
89
shares
|
$4,788
0.0% of portfolio
|
Q2 2025
Added 15.58%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
82
shares
|
$4,411
0.0% of portfolio
|
Q2 2025
Reduced 85.91%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
79
shares
|
$4,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
75
shares
|
$4,035
0.0% of portfolio
|
Q4 2023
Reduced 88.58%
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
75
shares
|
$4,035
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
75
shares
|
$4,035
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
72
shares
|
$3,873
0.0% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
60
shares
|
$3,228
0.0% of portfolio
|
Q2 2022
Reduced 94.96%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
60
shares
|
$3,228
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
60
shares
|
$3,228
0.0% of portfolio
|
Q2 2025
Reduced 55.88%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
60
shares
|
$3,228
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
58
shares
|
$3,120
0.0% of portfolio
|
Q2 2021
Reduced 82.53%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
57
shares
|
$3,066
0.0% of portfolio
|
Q2 2025
Reduced 55.12%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
50
shares
|
$2,690
0.0% of portfolio
|
Q1 2025
Reduced 97.56%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
50
shares
|
$2,690
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
50
shares
|
$2,690
0.0% of portfolio
|
Q2 2025
Reduced 94.52%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
44
shares
|
$2,367
0.06% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
42
shares
|
$2,259
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
40
shares
|
$2,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
31
shares
|
$1,667
0.0% of portfolio
|
Q3 2023
Reduced 96.26%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
30
shares
|
$1,614
0.0% of portfolio
|
Q4 2022
Reduced 45.45%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
29
shares
|
$1,560
0.0% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
27
shares
|
$1,452
0.0% of portfolio
|
Q1 2022
Reduced 15.63%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
25
shares
|
$1,345
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|