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 2,124 institutions that hold shares in the stock, with a total of 1 Billion shares, which have been reported (via 13F filing form) to have a value of $51.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Aragon Global Management, LP
Miami, FL |
Aug 14, 2025 Q2 2025 |
124,500
shares
|
$6.46 Million
2.62% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
124,367
shares
|
$6.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
124,004
shares
|
$6.43 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
121,724
shares
|
$6.31 Million
4.22% of portfolio
|
Q4 2022
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
121,677
shares
|
$6.31 Million
0.49% of portfolio
|
Q2 2025
Reduced 39.7%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
121,449
shares
|
$6.3 Million
2.5% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
121,202
shares
|
$6.28 Million
2.31% of portfolio
|
Q2 2025
Reduced 23.72%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
120,996
shares
|
$6.27 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
120,969
shares
|
$6.27 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
120,301
shares
|
$6.24 Million
0.92% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
119,518
shares
|
$6.2 Million
0.21% of portfolio
|
Q1 2025
Reduced 20.94%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
119,205
shares
|
$6.18 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
118,520
shares
|
$6.15 Million
0.17% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
117,565
shares
|
$6.1 Million
0.15% of portfolio
|
Q2 2025
Added 1448.33%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
116,091
shares
|
$6.02 Million
0.17% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
116,080
shares
|
$6.02 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Capital Wealth Planning, LLC
|
Aug 07, 2025 Q2 2025 |
115,929
shares
|
$6.01 Million
0.05% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
115,883
shares
|
$6.01 Million
0.74% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
115,729
shares
|
$6 Million
3.26% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Client First Capital LLC
|
Aug 08, 2025 Q2 2025 |
115,371
shares
|
$5.98 Million
2.92% of portfolio
|
Q2 2025
Reduced 37.92%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
114,325
shares
|
$5.93 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
114,068
shares
|
$5.91 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
113,860
shares
|
$5.9 Million
0.32% of portfolio
|
Q2 2025
Reduced 30.73%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
113,302
shares
|
$5.87 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
112,998
shares
|
$5.86 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.73%
|