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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
419,217
shares
|
$22 Million
1.68% of portfolio
|
Q3 2023
Added 0.31%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
415,477
shares
|
$21.8 Million
3.73% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
414,427
shares
|
$21.7 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
409,264
shares
|
$21.5 Million
0.31% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
399,046
shares
|
$20.9 Million
0.58% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
398,618
shares
|
$20.9 Million
0.55% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
398,212
shares
|
$20.9 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
395,330
shares
|
$20.7 Million
0.82% of portfolio
|
Q3 2025
Added 351.16%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
393,611
shares
|
$20.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
390,521
shares
|
$20.5 Million
0.65% of portfolio
|
Q3 2025
Reduced 12.25%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
386,800
shares
|
$20.3 Million
20.59% of portfolio
|
Q4 2018
Added 41048.94%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
384,521
shares
|
$20.2 Million
0.08% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
368,057
shares
|
$19.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
365,041
shares
|
$19.1 Million
1.58% of portfolio
|
Q3 2025
Added 14.56%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
355,280
shares
|
$18.6 Million
0.04% of portfolio
|
Q3 2025
Added 78.15%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
351,016
shares
|
$18.4 Million
0.09% of portfolio
|
Q3 2025
Added 1712.07%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
346,813
shares
|
$18.2 Million
0.13% of portfolio
|
Q3 2025
Added 22.94%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
346,745
shares
|
$18.2 Million
0.05% of portfolio
|
Q3 2025
Added 36.36%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
345,916
shares
|
$18.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Rezny Wealth Management, Inc.
|
Oct 22, 2025 Q3 2025 |
345,819
shares
|
$18.1 Million
3.83% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
343,720
shares
|
$18 Million
1.3% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
341,430
shares
|
$17.9 Million
0.11% of portfolio
|
Q3 2025
Added 14.0%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
341,361
shares
|
$17.9 Million
2.12% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
338,323
shares
|
$17.7 Million
2.92% of portfolio
|
Q1 2023
Reduced 0.3%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
337,205
shares
|
$17.7 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.06%
|
|