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 |
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
336,408
shares
|
$17.4 Million
0.1% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
334,495
shares
|
$17.3 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
334,131
shares
|
$17.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 79.47%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
329,579
shares
|
$17.1 Million
1.35% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
327,817
shares
|
$17 Million
0.1% of portfolio
|
Q2 2025
Reduced 21.72%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
324,708
shares
|
$16.8 Million
8.52% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
321,387
shares
|
$16.7 Million
1.92% of portfolio
|
Q1 2025
Added 47.39%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
318,649
shares
|
$16.5 Million
1.44% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
317,704
shares
|
$16.5 Million
1.79% of portfolio
|
Q2 2025
Added 17.38%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
316,634
shares
|
$16.4 Million
4.79% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
314,292
shares
|
$16.3 Million
0.34% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
311,777
shares
|
$16.2 Million
0.51% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Jul 21, 2025 Q1 2025 |
308,500
shares
|
$16 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
306,563
shares
|
$15.9 Million
2.6% of portfolio
|
Q1 2025
Added 221.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
302,385
shares
|
$15.7 Million
0.14% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
302,309
shares
|
$15.7 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
302,071
shares
|
$15.7 Million
0.03% of portfolio
|
Q1 2025
Added 30.44%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
300,572
shares
|
$15.6 Million
1.87% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
298,195
shares
|
$15.5 Million
4.36% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
United Capital Management Of Ks, Inc.
|
Aug 01, 2025 Q2 2025 |
295,435
shares
|
$15.3 Million
2.86% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
281,120
shares
|
$14.6 Million
0.19% of portfolio
|
Q2 2025
Reduced 22.39%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
280,048
shares
|
$14.5 Million
2.0% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
280,016
shares
|
$14.5 Million
1.54% of portfolio
|
Q3 2022
Added 1.73%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
279,511
shares
|
$14.5 Million
0.28% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
279,046
shares
|
$14.5 Million
0.47% of portfolio
|
Q4 2023
Reduced 23.93%
|