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 |
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
487,497
shares
|
$25.3 Million
0.74% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
485,087
shares
|
$25.2 Million
0.3% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 14, 2025 Q1 2025 |
484,247
shares
|
$25.1 Million
6.48% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
482,069
shares
|
$25 Million
6.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
481,866
shares
|
$25 Million
0.13% of portfolio
|
Q2 2025
Added 3645.56%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
481,012
shares
|
$24.9 Million
0.53% of portfolio
|
Q1 2025
Added 21.0%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
474,092
shares
|
$24.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
473,379
shares
|
$24.5 Million
6.73% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
468,082
shares
|
$24.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
467,438
shares
|
$24.2 Million
1.56% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
464,628
shares
|
$24.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
460,427
shares
|
$23.9 Million
0.85% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
455,945
shares
|
$23.6 Million
2.91% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
455,263
shares
|
$23.6 Million
0.15% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
453,315
shares
|
$23.5 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
453,289
shares
|
$23.5 Million
0.02% of portfolio
|
Q1 2024
Reduced 80.24%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
450,135
shares
|
$23.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 54.99%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
446,796
shares
|
$23.2 Million
0.44% of portfolio
|
Q2 2025
Added 52.32%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
445,799
shares
|
$23.1 Million
1.54% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
445,035
shares
|
$23.1 Million
0.76% of portfolio
|
Q2 2025
Added 58.46%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
433,737
shares
|
$22.5 Million
0.57% of portfolio
|
Q1 2025
Added 151.62%
|
|
|
Innealta Capital, LLC
Austin, TX |
Aug 06, 2025 Q2 2025 |
432,356
shares
|
$22.4 Million
12.36% of portfolio
|
Q2 2025
Added 43.92%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
427,546
shares
|
$22.2 Million
1.32% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
424,980
shares
|
$22 Million
0.11% of portfolio
|
Q1 2025
Added 152.94%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
424,023
shares
|
$22 Million
0.96% of portfolio
|
Q1 2025
Added 0.61%
|