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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
2,387
shares
|
$125,269
0.04% of portfolio
|
Q1 2025
Added 25.63%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
2,375
shares
|
$124,639
0.01% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,365
shares
|
$124,115
0.07% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
2,317
shares
|
$121,596
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
2,288
shares
|
$120,074
0.03% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,271
shares
|
$119,182
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
2,183
shares
|
$114,563
0.02% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
2,129
shares
|
$111,729
0.05% of portfolio
|
Q1 2025
Reduced 21.99%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
2,108
shares
|
$110,627
0.01% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
2,102
shares
|
$110,312
0.0% of portfolio
|
Q1 2025
Added 96.08%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
2,088
shares
|
$109,578
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
2,086
shares
|
$109,473
0.02% of portfolio
|
Q2 2024
Added 4.82%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
2,025
shares
|
$106,272
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,000
shares
|
$104,960
0.01% of portfolio
|
Q1 2023
Reduced 9.79%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
2,000
shares
|
$104,960
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,989
shares
|
$104,382
0.04% of portfolio
|
Q1 2025
Reduced 18.45%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,984
shares
|
$104,120
0.04% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
1,944
shares
|
$102,021
0.03% of portfolio
|
Q4 2023
Added 745.22%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,928
shares
|
$101,181
0.06% of portfolio
|
Q3 2024
Reduced 52.37%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
1,922
shares
|
$100,866
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,913
shares
|
$100,394
0.01% of portfolio
|
Q4 2024
Reduced 55.65%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,913
shares
|
$100,394
0.01% of portfolio
|
Q1 2025
Added 243.45%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,909
shares
|
$100,184
0.02% of portfolio
|
Q1 2025
Added 517.8%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
1,904
shares
|
$99,921
0.03% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
1,900
shares
|
$99,712
0.33% of portfolio
|
Q1 2025
New holding
|