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 |
|---|---|---|---|---|---|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
202,760
shares
|
$10.6 Million
4.87% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
202,150
shares
|
$10.6 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Yarbrough Capital, LLC
|
Oct 20, 2025 Q3 2025 |
200,000
shares
|
$10.5 Million
0.34% of portfolio
|
Q2 2023
Reduced 12.5%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
199,471
shares
|
$10.5 Million
0.28% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
199,105
shares
|
$10.4 Million
0.83% of portfolio
|
Q3 2025
Added 80.99%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
193,700
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
190,680
shares
|
$10 Million
0.29% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
185,433
shares
|
$9.73 Million
1.01% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
183,137
shares
|
$9.61 Million
7.8% of portfolio
|
Q4 2023
Reduced 2.72%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
181,463
shares
|
$9.52 Million
0.21% of portfolio
|
Q3 2025
Added 16.31%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
181,066
shares
|
$9.5 Million
0.59% of portfolio
|
Q3 2025
Added 125.38%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
180,772
shares
|
$9.48 Million
3.65% of portfolio
|
Q4 2022
Added 6.13%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Oct 22, 2025 Q3 2025 |
180,139
shares
|
$9.45 Million
6.96% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
180,000
shares
|
$9.44 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
179,948
shares
|
$9.44 Million
1.29% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
179,569
shares
|
$9.42 Million
2.01% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
177,275
shares
|
$9.3 Million
0.91% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
176,338
shares
|
$9.25 Million
0.77% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
176,270
shares
|
$9.25 Million
4.21% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
176,219
shares
|
$9.24 Million
0.84% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
174,514
shares
|
$9.15 Million
1.07% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
174,435
shares
|
$9.15 Million
1.65% of portfolio
|
Q3 2025
Reduced 55.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
174,219
shares
|
$9.14 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
173,796
shares
|
$9.12 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
173,514
shares
|
$9.1 Million
0.05% of portfolio
|
Q3 2025
Added 31.82%
|
|