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 |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
1,688
shares
|
$88,535
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,681
shares
|
$88,168
0.03% of portfolio
|
Q2 2023
Added 16.57%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,663
shares
|
$87,224
0.01% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
1,649
shares
|
$86,490
0.03% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
1,620
shares
|
$84,969
0.02% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
1,588
shares
|
$83,290
0.06% of portfolio
|
Q3 2025
Added 429.33%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,533
shares
|
$80,405
0.01% of portfolio
|
Q3 2025
Reduced 97.7%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,517
shares
|
$79,566
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
1,485
shares
|
$77,888
0.04% of portfolio
|
Q2 2024
Reduced 25.19%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,470
shares
|
$77,101
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
1,452
shares
|
$76,157
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,444
shares
|
$75,737
0.01% of portfolio
|
Q2 2024
Reduced 14.76%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,434
shares
|
$75,213
0.01% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,425
shares
|
$74,741
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
1,402
shares
|
$73,534
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
1,380
shares
|
$72,381
0.05% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
1,361
shares
|
$71,384
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
1,338
shares
|
$70,178
0.02% of portfolio
|
Q2 2024
Reduced 8.23%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
1,332
shares
|
$69,863
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
1,332
shares
|
$69,863
0.15% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,319
shares
|
$69,181
0.0% of portfolio
|
Q3 2025
Added 30.98%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,310
shares
|
$68,709
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
1,301
shares
|
$68,237
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
1,280
shares
|
$67,136
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,260
shares
|
$66,087
0.02% of portfolio
|
Q3 2025
Added 0.24%
|
|