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 |
|---|---|---|---|---|---|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
22,539
shares
|
$1.18 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
22,517
shares
|
$1.18 Million
0.13% of portfolio
|
Q1 2025
Added 32.56%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
22,513
shares
|
$1.18 Million
0.9% of portfolio
|
Q2 2025
Reduced 57.45%
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
22,446
shares
|
$1.18 Million
0.08% of portfolio
|
Q1 2025
Added 101.56%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
22,434
shares
|
$1.18 Million
0.08% of portfolio
|
Q1 2025
Added 56.78%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
22,412
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2024
Added 25.49%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
22,328
shares
|
$1.17 Million
0.13% of portfolio
|
Q1 2025
Reduced 27.35%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
22,283
shares
|
$1.17 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
22,250
shares
|
$1.17 Million
0.25% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
22,238
shares
|
$1.17 Million
0.55% of portfolio
|
Q1 2025
Added 32.75%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
22,206
shares
|
$1.17 Million
0.09% of portfolio
|
Q1 2025
Added 46.17%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
22,109
shares
|
$1.16 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
22,103
shares
|
$1.16 Million
0.57% of portfolio
|
Q1 2025
Reduced 74.18%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
22,076
shares
|
$1.16 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
21,953
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Eagle Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
21,834
shares
|
$1.15 Million
0.48% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
21,812
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
21,652
shares
|
$1.14 Million
0.87% of portfolio
|
Q1 2025
Added 41.01%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
21,625
shares
|
$1.13 Million
0.14% of portfolio
|
Q1 2025
Added 265.47%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
21,588
shares
|
$1.13 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
21,565
shares
|
$1.13 Million
0.12% of portfolio
|
Q1 2025
Added 252.37%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
21,392
shares
|
$1.12 Million
0.22% of portfolio
|
Q1 2025
Reduced 12.77%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
21,380
shares
|
$1.12 Million
0.52% of portfolio
|
Q1 2025
Added 219.2%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
21,089
shares
|
$1.11 Million
0.6% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
20,904
shares
|
$1.1 Million
1.27% of portfolio
|
Q1 2025
New holding
|