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 |
|---|---|---|---|---|---|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
731,900
shares
|
$38.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 95.31%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
700,779
shares
|
$36.8 Million
0.12% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
688,900
shares
|
$36.1 Million
5.29% of portfolio
|
Q4 2023
New holding
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
688,900
shares
|
$36.1 Million
1.04% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
676,495
shares
|
$35.5 Million
2.14% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Nov 10, 2025 Q3 2025 |
673,600
shares
|
$35.3 Million
5.35% of portfolio
|
Q2 2025
Reduced 25.29%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
666,255
shares
|
$34.9 Million
0.14% of portfolio
|
Q2 2023
Reduced 97.43%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
664,247
shares
|
$34.8 Million
4.91% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 20, 2025 Q3 2025 |
659,677
shares
|
$34.6 Million
7.54% of portfolio
|
Q3 2025
Reduced 37.44%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
654,626
shares
|
$34.3 Million
5.73% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
651,912
shares
|
$34.2 Million
0.27% of portfolio
|
Q3 2025
Added 12.26%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
643,042
shares
|
$33.7 Million
0.11% of portfolio
|
Q3 2025
Added 37.38%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
636,875
shares
|
$33.4 Million
0.97% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
601,091
shares
|
$31.5 Million
0.16% of portfolio
|
Q3 2025
Added 15.44%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
598,495
shares
|
$31.4 Million
0.86% of portfolio
|
Q3 2025
Added 22.77%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
573,051
shares
|
$30.1 Million
4.44% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
568,597
shares
|
$29.8 Million
0.4% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
567,081
shares
|
$29.7 Million
1.26% of portfolio
|
Q3 2025
Added 21.32%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
563,548
shares
|
$29.6 Million
1.11% of portfolio
|
Q3 2025
Reduced 15.73%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
563,280
shares
|
$29.5 Million
2.46% of portfolio
|
N/A
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
554,499
shares
|
$29.1 Million
1.39% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
554,152
shares
|
$29.1 Million
0.08% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
545,140
shares
|
$28.6 Million
0.02% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
542,993
shares
|
$28.5 Million
1.67% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
537,641
shares
|
$28.2 Million
6.21% of portfolio
|
Q3 2024
Reduced 8.7%
|
|