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 2,116 institutions that hold shares in the stock, with a total of 994 Million shares, which have been reported (via 13F filing form) to have a value of $51.6 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 |
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
244
shares
|
$12,651
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
239
shares
|
$12,392
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
226
shares
|
$11,718
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
219
shares
|
$11,355
0.0% of portfolio
|
Q1 2024
Added 43.14%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
218
shares
|
$11,303
0.0% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
209
shares
|
$10,836
0.0% of portfolio
|
Q2 2025
Reduced 45.71%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
209
shares
|
$10,836
0.0% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
207
shares
|
$10,732
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
206
shares
|
$10,681
0.0% of portfolio
|
Q1 2023
Reduced 52.75%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
201
shares
|
$10,421
0.0% of portfolio
|
Q1 2025
Added 38.62%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
200
shares
|
$10,370
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
192
shares
|
$9,955
0.0% of portfolio
|
Q2 2025
Added 53.6%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
192
shares
|
$9,955
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
190
shares
|
$9,851
0.0% of portfolio
|
Q2 2025
Reduced 78.65%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
180
shares
|
$9,333
0.0% of portfolio
|
Q1 2022
Reduced 35.71%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
170
shares
|
$8,814
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
166
shares
|
$8,607
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
166
shares
|
$8,607
0.0% of portfolio
|
Q1 2025
Added 95.29%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
154
shares
|
$7,984
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
153
shares
|
$7,933
0.0% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
151
shares
|
$7,829
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
146
shares
|
$7,570
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
141
shares
|
$7,310
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
141
shares
|
$7,310
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
127
shares
|
$6,584
0.0% of portfolio
|
Q2 2023
Reduced 98.54%
|