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 2,159 institutions that hold shares in the stock, with a total of 765 Million shares, which have been reported (via 13F filing form) to have a value of $40.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
239,939
shares
|
$12.6 Million
0.62% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
238,569
shares
|
$12.5 Million
0.48% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
238,007
shares
|
$12.5 Million
0.44% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
237,319
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 92.2%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
235,825
shares
|
$12.4 Million
0.48% of portfolio
|
Q3 2025
Added 189.42%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
233,471
shares
|
$12.2 Million
3.62% of portfolio
|
Q1 2025
Added 29.49%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2025 Q3 2025 |
232,332
shares
|
$12.2 Million
0.37% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
230,246
shares
|
$12.1 Million
0.13% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
228,692
shares
|
$12 Million
3.36% of portfolio
|
Q3 2025
Added 30.23%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
227,385
shares
|
$11.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 31.95%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
226,897
shares
|
$11.9 Million
0.3% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
221,182
shares
|
$11.6 Million
1.02% of portfolio
|
Q3 2025
Added 114.95%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
219,924
shares
|
$11.5 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Tamar Securities, LLC
|
Nov 13, 2025 Q3 2025 |
219,280
shares
|
$11.5 Million
1.35% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
219,254
shares
|
$11.5 Million
0.29% of portfolio
|
Q3 2022
Reduced 21.17%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
219,165
shares
|
$11.5 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
216,775
shares
|
$11.4 Million
0.3% of portfolio
|
Q3 2025
Added 50.68%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
216,420
shares
|
$11.4 Million
0.12% of portfolio
|
Q3 2025
Added 42.63%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
214,000
shares
|
$11.2 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
212,380
shares
|
$11.1 Million
0.05% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
208,672
shares
|
$10.9 Million
1.0% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
207,463
shares
|
$10.9 Million
1.47% of portfolio
|
Q1 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
205,665
shares
|
$10.8 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
205,635
shares
|
$10.8 Million
0.05% of portfolio
|
Q3 2025
Added 25.23%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
204,284
shares
|
$10.7 Million
1.15% of portfolio
|
Q3 2025
Added 4.65%
|
|