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 |
|---|---|---|---|---|---|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,028
shares
|
$53,949
0.02% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
1,014
shares
|
$53,214
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
1,009
shares
|
$52,952
0.15% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
1,001
shares
|
$52,532
0.02% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,000
shares
|
$52,480
0.02% of portfolio
|
Q1 2025
Reduced 33.42%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$52,480
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
1,000
shares
|
$52,480
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
984
shares
|
$51,640
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
975
shares
|
$51,168
0.0% of portfolio
|
Q1 2024
Added 4.84%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
943
shares
|
$49,488
0.05% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
931
shares
|
$48,858
0.01% of portfolio
|
Q3 2024
Reduced 81.55%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
912
shares
|
$47,861
0.04% of portfolio
|
Q1 2025
Added 1724.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
897
shares
|
$47,074
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
890
shares
|
$46,707
0.02% of portfolio
|
Q2 2024
Added 368.42%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
875
shares
|
$45,920
0.01% of portfolio
|
Q4 2024
Added 34.62%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
855
shares
|
$44,870
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
850
shares
|
$44,608
0.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
840
shares
|
$44,083
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
838
shares
|
$43,978
0.03% of portfolio
|
Q4 2024
Reduced 88.02%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
800
shares
|
$41,984
0.03% of portfolio
|
Q4 2021
Reduced 8.05%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
799
shares
|
$41,931
0.01% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
778
shares
|
$40,829
0.03% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
763
shares
|
$40,042
0.0% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
748
shares
|
$39,255
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
742
shares
|
$38,940
0.01% of portfolio
|
Q2 2025
Reduced 32.48%
|