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 |
|---|---|---|---|---|---|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
280,218
shares
|
$15.1 Million
3.43% of portfolio
|
Q2 2025
Added 31.54%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
280,048
shares
|
$15.1 Million
2.0% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
280,016
shares
|
$15.1 Million
1.54% of portfolio
|
Q3 2022
Added 1.73%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
279,511
shares
|
$15 Million
0.28% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
279,046
shares
|
$15 Million
0.47% of portfolio
|
Q4 2023
Reduced 23.93%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
277,902
shares
|
$15 Million
0.11% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
275,089
shares
|
$14.8 Million
0.59% of portfolio
|
Q2 2025
Added 880.36%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
270,133
shares
|
$14.5 Million
2.07% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
268,854
shares
|
$14.5 Million
1.34% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
267,893
shares
|
$14.4 Million
0.71% of portfolio
|
Q2 2025
Added 214.42%
|
|
|
J. Goldman & CO LP
New York, NY |
Aug 14, 2025 Q2 2025 |
264,900
shares
|
$14.3 Million
0.37% of portfolio
|
Q2 2025
Reduced 38.93%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
264,014
shares
|
$14.2 Million
3.38% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
263,801
shares
|
$14.2 Million
0.22% of portfolio
|
Q3 2022
Reduced 7.32%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
260,374
shares
|
$14 Million
1.97% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
258,343
shares
|
$13.9 Million
1.35% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
258,112
shares
|
$13.9 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
254,283
shares
|
$13.7 Million
0.06% of portfolio
|
Q2 2025
Added 14.03%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Aug 05, 2025 Q2 2025 |
254,238
shares
|
$13.7 Million
13.28% of portfolio
|
Q2 2025
Added 45.91%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
253,089
shares
|
$13.6 Million
1.62% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
252,186
shares
|
$13.6 Million
0.8% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
250,009
shares
|
$13.5 Million
0.97% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
248,410
shares
|
$13.4 Million
0.47% of portfolio
|
Q4 2021
Reduced 2.55%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
246,425
shares
|
$13.3 Million
3.01% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
246,333
shares
|
$13.3 Million
1.8% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
244,709
shares
|
$13.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.84%
|