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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
18,807
shares
|
$986,991
0.09% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
18,781
shares
|
$985,626
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
18,667
shares
|
$979,644
0.32% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
18,655
shares
|
$979,014
0.15% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
18,623
shares
|
$977,335
0.37% of portfolio
|
Q2 2023
Added 17.92%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
18,590
shares
|
$975,603
0.68% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
18,433
shares
|
$967,363
0.07% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
18,386
shares
|
$964,897
0.75% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
18,300
shares
|
$960,384
0.01% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
18,295
shares
|
$960,121
0.32% of portfolio
|
Q1 2025
Added 30.49%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
18,239
shares
|
$957,182
0.0% of portfolio
|
Q3 2022
Reduced 71.34%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
18,235
shares
|
$956,972
0.02% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
18,215
shares
|
$955,923
0.19% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
18,174
shares
|
$953,771
0.09% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,162
shares
|
$953,141
0.04% of portfolio
|
Q2 2022
Reduced 25.26%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
18,144
shares
|
$952,197
0.13% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,117
shares
|
$950,780
0.07% of portfolio
|
Q1 2025
Added 58.85%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
18,094
shares
|
$949,573
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
18,093
shares
|
$949,520
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
18,089
shares
|
$949,310
0.45% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
17,987
shares
|
$943,957
0.18% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
17,941
shares
|
$941,543
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
17,928
shares
|
$940,861
0.02% of portfolio
|
Q1 2025
Reduced 75.1%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
17,927
shares
|
$940,808
0.0% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
17,924
shares
|
$940,651
0.04% of portfolio
|
Q1 2025
Reduced 14.77%
|