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 2,121 institutions that hold shares in the stock, with a total of 992 Million shares, which have been reported (via 13F filing form) to have a value of $51 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 |
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
292
shares
|
$15,000
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
292
shares
|
$15,000
0.0% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
290
shares
|
$14,897
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
283
shares
|
$14,537
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
268
shares
|
$13,767
0.0% of portfolio
|
Q4 2024
Added 22.94%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
253
shares
|
$12,996
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
250
shares
|
$12,842
0.0% of portfolio
|
Q2 2025
Reduced 42.66%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
244
shares
|
$12,534
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
239
shares
|
$12,277
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
226
shares
|
$11,609
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
219
shares
|
$11,250
0.0% of portfolio
|
Q1 2024
Added 43.14%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
209
shares
|
$10,736
0.0% of portfolio
|
Q2 2025
Reduced 45.71%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
209
shares
|
$10,736
0.0% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
207
shares
|
$10,633
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
206
shares
|
$10,582
0.0% of portfolio
|
Q1 2023
Reduced 52.75%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
201
shares
|
$10,325
0.01% of portfolio
|
Q1 2025
Added 38.62%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
200
shares
|
$10,274
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
192
shares
|
$9,863
0.0% of portfolio
|
Q2 2025
Added 53.6%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
192
shares
|
$9,863
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
190
shares
|
$9,760
0.0% of portfolio
|
Q2 2025
Reduced 78.65%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
180
shares
|
$9,246
0.0% of portfolio
|
Q1 2022
Reduced 35.71%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
170
shares
|
$8,732
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
166
shares
|
$8,527
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
166
shares
|
$8,527
0.0% of portfolio
|
Q1 2025
Added 95.29%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
154
shares
|
$7,910
0.0% of portfolio
|
Q1 2025
New holding
|