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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
536,328
shares
|
$28.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 17.78%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 09, 2025 Q3 2025 |
527,877
shares
|
$27.7 Million
10.59% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
512,568
shares
|
$26.9 Million
0.27% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
510,406
shares
|
$26.8 Million
5.64% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
505,177
shares
|
$26.5 Million
1.53% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
503,950
shares
|
$26.4 Million
0.41% of portfolio
|
Q3 2025
Added 1211.07%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
502,421
shares
|
$26.4 Million
5.13% of portfolio
|
Q3 2025
New holding
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
496,642
shares
|
$26 Million
6.56% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
488,105
shares
|
$25.6 Million
0.14% of portfolio
|
Q3 2025
Added 101.17%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
475,084
shares
|
$24.9 Million
0.08% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
468,136
shares
|
$24.6 Million
2.78% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
460,217
shares
|
$24.1 Million
0.17% of portfolio
|
Q2 2025
Added 71.18%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 13, 2025 Q3 2025 |
455,950
shares
|
$23.9 Million
0.11% of portfolio
|
Q3 2025
Added 102.77%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
455,263
shares
|
$23.9 Million
0.15% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
453,289
shares
|
$23.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 80.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
448,687
shares
|
$23.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
447,938
shares
|
$23.5 Million
4.22% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
446,233
shares
|
$23.4 Million
0.11% of portfolio
|
Q3 2025
Added 15.11%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
445,564
shares
|
$23.4 Million
1.5% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
434,251
shares
|
$22.8 Million
0.12% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
427,782
shares
|
$22.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
427,546
shares
|
$22.4 Million
1.32% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
426,488
shares
|
$22.4 Million
2.2% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
423,944
shares
|
$22.2 Million
8.48% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
422,207
shares
|
$22.1 Million
0.98% of portfolio
|
Q3 2025
Added 0.36%
|
|