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 |
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
4,289
shares
|
$222,384
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
4,288
shares
|
$222,332
0.18% of portfolio
|
Q2 2025
Added 23.04%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,285
shares
|
$222,177
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
4,280
shares
|
$221,918
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
4,275
shares
|
$221,658
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
4,250
shares
|
$220,362
0.04% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,239
shares
|
$219,792
0.02% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,238
shares
|
$219,740
0.02% of portfolio
|
Q3 2022
Added 36.36%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
4,235
shares
|
$219,584
0.01% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
4,235
shares
|
$219,584
0.08% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
4,232
shares
|
$219,429
0.04% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,226
shares
|
$219,118
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
4,213
shares
|
$218,444
0.22% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
4,213
shares
|
$218,444
0.04% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,210
shares
|
$218,288
0.06% of portfolio
|
Q2 2025
Reduced 10.92%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
4,195
shares
|
$217,510
0.13% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
4,194
shares
|
$217,458
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
4,192
shares
|
$217,355
0.16% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
4,179
shares
|
$216,681
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
4,175
shares
|
$216,473
0.04% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,161
shares
|
$215,747
0.03% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,156
shares
|
$215,488
0.02% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,150
shares
|
$215,177
0.25% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,148
shares
|
$215,073
0.0% of portfolio
|
Q1 2025
Reduced 76.59%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
4,137
shares
|
$214,503
0.13% of portfolio
|
Q2 2025
Reduced 83.21%
|