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 2,110 institutions that hold shares in the stock, with a total of 990 Million shares, which have been reported (via 13F filing form) to have a value of $51.3 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 |
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
101,399
shares
|
$5.26 Million
0.1% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
101,054
shares
|
$5.24 Million
2.25% of portfolio
|
Q2 2025
Reduced 19.68%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
100,699
shares
|
$5.22 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100,158
shares
|
$5.19 Million
0.07% of portfolio
|
Q2 2024
Added 33.91%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
99,114
shares
|
$5.14 Million
0.01% of portfolio
|
Q2 2023
Reduced 18.11%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
98,499
shares
|
$5.11 Million
0.76% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
98,126
shares
|
$5.09 Million
0.03% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Aug 08, 2025 Q2 2025 |
97,753
shares
|
$5.07 Million
2.43% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
96,635
shares
|
$5.01 Million
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
95,829
shares
|
$4.97 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
95,608
shares
|
$4.96 Million
4.2% of portfolio
|
Q2 2025
Reduced 32.13%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
95,418
shares
|
$4.95 Million
0.21% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Martin & CO Inc
Knoxville, TN |
Aug 13, 2025 Q2 2025 |
94,757
shares
|
$4.91 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
94,644
shares
|
$4.91 Million
0.02% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
93,744
shares
|
$4.86 Million
3.22% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
93,660
shares
|
$4.86 Million
0.11% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
93,504
shares
|
$4.85 Million
0.4% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
92,236
shares
|
$4.78 Million
2.72% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
91,738
shares
|
$4.76 Million
0.03% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
90,996
shares
|
$4.72 Million
3.89% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
90,935
shares
|
$4.71 Million
1.41% of portfolio
|
Q1 2025
Added 93.15%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
90,730
shares
|
$4.7 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
90,721
shares
|
$4.7 Million
1.19% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
90,429
shares
|
$4.69 Million
0.15% of portfolio
|
Q2 2025
Added 16.59%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
90,182
shares
|
$4.68 Million
0.65% of portfolio
|
Q2 2025
Added 0.38%
|