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 |
|---|---|---|---|---|---|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
483
shares
|
$25,333
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
479
shares
|
$25,123
0.01% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
447
shares
|
$23,445
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
439
shares
|
$23,025
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
439
shares
|
$23,025
0.02% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
438
shares
|
$22,973
0.0% of portfolio
|
Q3 2025
Reduced 16.09%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
434
shares
|
$22,763
0.01% of portfolio
|
Q3 2025
Reduced 73.82%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
422
shares
|
$22,133
0.01% of portfolio
|
Q2 2023
Reduced 69.13%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
400
shares
|
$20,980
0.0% of portfolio
|
Q2 2024
Reduced 23.81%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
400
shares
|
$20,980
0.0% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
400
shares
|
$20,980
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
396
shares
|
$20,770
0.01% of portfolio
|
Q2 2021
Added 39.44%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
390
shares
|
$20,455
0.01% of portfolio
|
Q4 2023
Reduced 15.77%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
375
shares
|
$19,668
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
373
shares
|
$19,563
0.01% of portfolio
|
Q3 2025
Added 49.2%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
368
shares
|
$19,301
0.02% of portfolio
|
Q3 2025
Added 53.97%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
345
shares
|
$18,095
0.01% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
337
shares
|
$17,675
0.0% of portfolio
|
Q3 2025
Added 15.41%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
335
shares
|
$17,570
0.0% of portfolio
|
Q2 2022
Added 19.64%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
329
shares
|
$17,256
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
323
shares
|
$16,941
0.0% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
320
shares
|
$16,784
0.01% of portfolio
|
Q3 2025
Added 46.12%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
312
shares
|
$16,364
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
307
shares
|
$16,102
0.0% of portfolio
|
Q3 2024
Reduced 69.24%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
304
shares
|
$15,944
0.0% of portfolio
|
Q2 2025
Reduced 55.62%
|
|