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 793 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 |
|---|---|---|---|---|---|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
9,292
shares
|
$487,644
0.33% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
9,292
shares
|
$487,644
0.32% of portfolio
|
Q2 2025
Reduced 63.26%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
9,249
shares
|
$485,387
0.15% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
9,234
shares
|
$484,600
0.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
9,227
shares
|
$484,232
0.02% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
9,174
shares
|
$481,451
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
9,144
shares
|
$479,877
0.17% of portfolio
|
Q1 2025
Reduced 50.93%
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
9,133
shares
|
$479,299
0.38% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
9,102
shares
|
$477,672
0.07% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
9,100
shares
|
$477,568
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
9,090
shares
|
$477,043
0.01% of portfolio
|
Q1 2025
Reduced 24.77%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
9,079
shares
|
$476,465
0.33% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
9,042
shares
|
$474,524
0.07% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
9,019
shares
|
$473,317
0.79% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,015
shares
|
$473,107
0.0% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Youngs Advisory Group, Inc.
|
May 09, 2025 Q1 2025 |
8,969
shares
|
$470,693
0.19% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
8,960
shares
|
$470,220
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,955
shares
|
$469,958
0.09% of portfolio
|
Q1 2025
Added 24.98%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,936
shares
|
$468,961
0.22% of portfolio
|
Q2 2024
Reduced 19.69%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
8,925
shares
|
$468,384
0.01% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
8,900
shares
|
$467,072
0.42% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
8,894
shares
|
$466,757
0.18% of portfolio
|
Q1 2025
Added 160.67%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
8,893
shares
|
$466,704
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
8,868
shares
|
$465,392
0.03% of portfolio
|
Q3 2023
Reduced 5.26%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
8,858
shares
|
$464,867
0.02% of portfolio
|
Q1 2025
Reduced 3.68%
|