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 2,119 institutions that hold shares in the stock, with a total of 989 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 |
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
1,034,465
shares
|
$53.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,027,442
shares
|
$53.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 28.26%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,001,819
shares
|
$51.9 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
976,289
shares
|
$50.6 Million
10.63% of portfolio
|
Q1 2025
Reduced 18.72%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
944,281
shares
|
$49 Million
0.3% of portfolio
|
Q1 2025
Reduced 22.17%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
909,080
shares
|
$47.1 Million
0.26% of portfolio
|
Q1 2025
Added 20.04%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
895,558
shares
|
$46.4 Million
1.6% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
856,155
shares
|
$44.4 Million
0.03% of portfolio
|
Q1 2025
Added 56.16%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
844,218
shares
|
$43.8 Million
1.01% of portfolio
|
Q1 2025
Added 38.35%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
834,946
shares
|
$43.3 Million
2.99% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
824,697
shares
|
$42.8 Million
3.54% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
810,277
shares
|
$42 Million
0.39% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
797,085
shares
|
$41.3 Million
0.11% of portfolio
|
Q1 2025
Added 13033.71%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
793,466
shares
|
$41.1 Million
3.48% of portfolio
|
Q1 2025
Added 1422.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
778,432
shares
|
$40.4 Million
0.17% of portfolio
|
Q1 2025
Added 87.78%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
767,591
shares
|
$39.8 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Aug 06, 2025 Q2 2025 |
765,764
shares
|
$39.7 Million
7.32% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
756,328
shares
|
$39.2 Million
3.29% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
737,545
shares
|
$38.2 Million
0.15% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
722,069
shares
|
$37.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
702,609
shares
|
$36.4 Million
2.27% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
700,340
shares
|
$36.3 Million
0.13% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
688,900
shares
|
$35.7 Million
5.29% of portfolio
|
Q4 2023
New holding
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
688,900
shares
|
$35.7 Million
1.05% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
681,145
shares
|
$35.3 Million
2.62% of portfolio
|
Q1 2025
Added 2.23%
|