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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
717
shares
|
$37,606
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
702
shares
|
$36,819
0.01% of portfolio
|
Q3 2025
Reduced 54.06%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
700
shares
|
$36,715
0.02% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
687
shares
|
$36,033
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
683
shares
|
$35,823
0.01% of portfolio
|
Q2 2025
Added 722.89%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
680
shares
|
$35,666
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
676
shares
|
$35,456
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
660
shares
|
$34,617
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
639
shares
|
$33,515
0.01% of portfolio
|
Q2 2023
Reduced 42.38%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
623
shares
|
$32,676
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
610
shares
|
$31,994
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
606
shares
|
$31,784
0.01% of portfolio
|
Q2 2025
Added 30.32%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
603
shares
|
$31,627
0.0% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
600
shares
|
$31,470
0.01% of portfolio
|
Q2 2019
Closed
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
600
shares
|
$31,470
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
588
shares
|
$30,840
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
588
shares
|
$30,840
0.03% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
555
shares
|
$29,109
0.0% of portfolio
|
Q3 2025
Reduced 22.92%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
547
shares
|
$28,690
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
547
shares
|
$28,690
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
545
shares
|
$28,585
0.01% of portfolio
|
Q2 2025
Reduced 47.85%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
540
shares
|
$28,323
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
531
shares
|
$27,850
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
530
shares
|
$27,798
0.06% of portfolio
|
Q3 2025
Reduced 97.08%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
484
shares
|
$25,385
0.01% of portfolio
|
Q3 2025
Reduced 34.59%
|
|