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 |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
3,018
shares
|
$158,384
0.12% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
3,015
shares
|
$158,227
0.0% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
3,010
shares
|
$157,964
0.0% of portfolio
|
Q1 2025
Reduced 33.1%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
3,000
shares
|
$157,440
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
2,969
shares
|
$155,813
0.07% of portfolio
|
Q1 2025
Added 31.02%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,943
shares
|
$154,448
0.01% of portfolio
|
Q3 2020
Reduced 20.42%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
2,935
shares
|
$154,028
0.12% of portfolio
|
Q1 2025
Reduced 31.02%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
2,935
shares
|
$154,028
0.12% of portfolio
|
Q1 2025
Reduced 94.55%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
2,897
shares
|
$152,034
0.03% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,889
shares
|
$151,614
0.09% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
2,873
shares
|
$150,775
0.05% of portfolio
|
Q1 2025
Added 40.08%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
2,847
shares
|
$149,410
0.04% of portfolio
|
Q2 2025
Reduced 29.44%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
2,735
shares
|
$143,532
0.01% of portfolio
|
Q1 2025
Added 61.45%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
2,700
shares
|
$141,696
0.06% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,642
shares
|
$138,652
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
2,641
shares
|
$138,599
0.02% of portfolio
|
Q1 2025
Added 502.97%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,598
shares
|
$136,343
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,594
shares
|
$136,133
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
2,535
shares
|
$133,036
0.0% of portfolio
|
Q1 2025
Added 42.5%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
2,506
shares
|
$131,514
0.04% of portfolio
|
Q4 2024
Added 401.2%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
2,500
shares
|
$131,200
0.03% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
2,454
shares
|
$128,785
0.05% of portfolio
|
Q1 2025
Reduced 98.77%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
2,449
shares
|
$128,523
0.03% of portfolio
|
Q1 2025
Added 197.57%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
2,407
shares
|
$126,319
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
2,400
shares
|
$125,951
0.07% of portfolio
|
Q2 2025
New holding
|