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 2,115 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 $53.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
58,523
shares
|
$3.07 Million
1.14% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Orca Investment Management, LLC
|
May 07, 2025 Q1 2025 |
58,432
shares
|
$3.07 Million
2.96% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
58,393
shares
|
$3.06 Million
1.31% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
58,234
shares
|
$3.06 Million
0.22% of portfolio
|
Q3 2022
Reduced 23.04%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
58,118
shares
|
$3.05 Million
0.25% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
58,094
shares
|
$3.05 Million
0.09% of portfolio
|
Q1 2025
Added 78.48%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
58,045
shares
|
$3.05 Million
0.94% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
57,943
shares
|
$3.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
57,896
shares
|
$3.04 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
57,544
shares
|
$3.02 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
57,500
shares
|
$3.02 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
57,421
shares
|
$3.01 Million
0.28% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
57,299
shares
|
$3.01 Million
0.27% of portfolio
|
Q1 2025
Added 215.73%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
57,112
shares
|
$3 Million
2.06% of portfolio
|
Q3 2022
Reduced 50.49%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
57,106
shares
|
$3 Million
0.45% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
56,951
shares
|
$2.99 Million
0.72% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
56,919
shares
|
$2.99 Million
0.78% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
56,564
shares
|
$2.97 Million
0.43% of portfolio
|
Q1 2025
Reduced 65.53%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
56,348
shares
|
$2.96 Million
1.55% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
56,238
shares
|
$2.95 Million
0.77% of portfolio
|
Q1 2025
Added 36.51%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
56,169
shares
|
$2.95 Million
0.4% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
56,168
shares
|
$2.95 Million
0.05% of portfolio
|
Q1 2025
Reduced 17.03%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
56,094
shares
|
$2.94 Million
1.4% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
55,862
shares
|
$2.93 Million
0.89% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
55,816
shares
|
$2.93 Million
0.93% of portfolio
|
Q1 2025
Added 0.3%
|