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 |
|---|---|---|---|---|---|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,074,301
shares
|
$56.3 Million
0.01% of portfolio
|
Q3 2025
Added 3106.39%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,054,903
shares
|
$55.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,043,008
shares
|
$54.7 Million
0.3% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
1,018,747
shares
|
$53.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 70.09%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
975,285
shares
|
$51.2 Million
0.12% of portfolio
|
Q3 2025
Reduced 13.55%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
952,331
shares
|
$49.9 Million
0.01% of portfolio
|
Q3 2025
Added 21455.7%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 07, 2025 Q3 2025 |
937,119
shares
|
$49.2 Million
2.31% of portfolio
|
Q3 2025
Reduced 13.98%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
922,731
shares
|
$48.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 29.15%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Nov 13, 2025 Q3 2025 |
900,000
shares
|
$47.2 Million
0.19% of portfolio
|
Q2 2025
Added 80.0%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
876,740
shares
|
$46 Million
1.55% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
876,543
shares
|
$46 Million
0.37% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
874,624
shares
|
$45.9 Million
0.27% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
863,200
shares
|
$45.3 Million
3.02% of portfolio
|
Q3 2025
Added 37.98%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Nov 10, 2025 Q3 2025 |
854,459
shares
|
$44.8 Million
2.88% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
839,390
shares
|
$44 Million
0.07% of portfolio
|
Q3 2025
Reduced 11.99%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
838,351
shares
|
$44 Million
0.0% of portfolio
|
Q3 2025
Reduced 51.95%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
827,241
shares
|
$43.4 Million
3.4% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
821,185
shares
|
$43.1 Million
0.94% of portfolio
|
Q3 2025
Added 11778.85%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
820,716
shares
|
$43 Million
0.13% of portfolio
|
Q3 2025
Added 13.66%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
798,578
shares
|
$41.9 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
791,991
shares
|
$41.5 Million
0.03% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
778,041
shares
|
$40.8 Million
2.35% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 27, 2025 Q3 2025 |
765,764
shares
|
$40.2 Million
8.66% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
756,328
shares
|
$39.7 Million
3.29% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
750,647
shares
|
$39.4 Million
0.84% of portfolio
|
Q3 2025
Reduced 2.21%
|
|