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 2,112 institutions that hold shares in the stock, with a total of 792 Million shares, which have been reported (via 13F filing form) to have a value of $41.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
9,788
shares
|
$513,674
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
9,778
shares
|
$513,149
0.15% of portfolio
|
Q1 2025
Added 43.79%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,748
shares
|
$511,575
0.0% of portfolio
|
Q1 2025
Reduced 90.08%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
9,723
shares
|
$510,263
0.05% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
9,719
shares
|
$510,053
0.28% of portfolio
|
Q1 2025
Added 86.62%
|
|
|
Umb Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
9,681
shares
|
$508,058
0.01% of portfolio
|
Q1 2025
Reduced 29.08%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
9,646
shares
|
$506,222
0.04% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
9,640
shares
|
$505,907
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
9,635
shares
|
$505,644
0.04% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
9,608
shares
|
$504,227
0.37% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
9,594
shares
|
$503,493
0.02% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,528
shares
|
$500,029
0.2% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
9,510
shares
|
$499,084
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
9,500
shares
|
$498,559
0.14% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
9,494
shares
|
$498,245
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
9,458
shares
|
$496,355
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
9,453
shares
|
$496,093
0.1% of portfolio
|
Q1 2025
Reduced 93.03%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
9,440
shares
|
$495,411
0.01% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
9,439
shares
|
$495,358
0.09% of portfolio
|
Q1 2025
Reduced 19.57%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
9,413
shares
|
$493,994
0.06% of portfolio
|
Q1 2025
Added 19.24%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
9,374
shares
|
$491,947
0.14% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
9,370
shares
|
$491,737
0.07% of portfolio
|
Q2 2025
Reduced 94.99%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
9,369
shares
|
$491,685
0.04% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
9,339
shares
|
$490,110
0.12% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
9,317
shares
|
$488,956
0.0% of portfolio
|
Q1 2025
Added 135.63%
|