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 |
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
277,902
shares
|
$14.4 Million
0.11% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
275,089
shares
|
$14.3 Million
0.59% of portfolio
|
Q2 2025
Added 880.36%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
270,133
shares
|
$14 Million
2.07% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
268,854
shares
|
$13.9 Million
1.34% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
268,854
shares
|
$13.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
267,893
shares
|
$13.9 Million
0.71% of portfolio
|
Q2 2025
Added 214.42%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
267,559
shares
|
$13.9 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
263,801
shares
|
$13.7 Million
0.22% of portfolio
|
Q3 2022
Reduced 7.32%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
262,127
shares
|
$13.6 Million
3.66% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
260,374
shares
|
$13.5 Million
1.97% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
258,343
shares
|
$13.4 Million
1.35% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
258,112
shares
|
$13.4 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Aug 05, 2025 Q2 2025 |
254,238
shares
|
$13.2 Million
13.28% of portfolio
|
Q2 2025
Added 45.91%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
252,186
shares
|
$13.1 Million
0.8% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
250,009
shares
|
$13 Million
0.97% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
248,410
shares
|
$12.9 Million
0.48% of portfolio
|
Q4 2021
Reduced 2.55%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
246,425
shares
|
$12.8 Million
3.01% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
246,333
shares
|
$12.8 Million
1.8% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
244,709
shares
|
$12.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
244,105
shares
|
$12.7 Million
1.02% of portfolio
|
Q2 2025
Added 19.89%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
241,786
shares
|
$12.5 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
239,185
shares
|
$12.4 Million
6.82% of portfolio
|
Q2 2025
Added 56.9%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
238,742
shares
|
$12.4 Million
0.77% of portfolio
|
Q1 2025
Reduced 60.78%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
237,626
shares
|
$12.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
237,023
shares
|
$12.3 Million
0.52% of portfolio
|
Q2 2025
Added 12.16%
|