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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
300
shares
|
$15,735
0.0% of portfolio
|
Q2 2025
Reduced 29.74%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
300
shares
|
$15,735
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
294
shares
|
$15,420
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
290
shares
|
$15,210
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
285
shares
|
$14,948
0.0% of portfolio
|
Q3 2025
Added 28400.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
265
shares
|
$13,899
0.0% of portfolio
|
Q3 2025
Reduced 59.67%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
264
shares
|
$13,846
0.0% of portfolio
|
Q3 2025
Added 142.2%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
254
shares
|
$13,322
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
248
shares
|
$13,007
0.06% of portfolio
|
Q3 2025
Reduced 91.11%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
234
shares
|
$12,273
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
233
shares
|
$12,220
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
226
shares
|
$11,853
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2025 Q3 2025 |
218
shares
|
$11,434
0.0% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
214
shares
|
$11,224
0.01% of portfolio
|
Q3 2025
Added 328.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
209
shares
|
$10,962
0.0% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
207
shares
|
$10,857
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
206
shares
|
$10,804
0.0% of portfolio
|
Q1 2023
Reduced 52.75%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
202
shares
|
$10,594
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
200
shares
|
$10,490
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
192
shares
|
$10,070
0.0% of portfolio
|
Q2 2025
Added 53.6%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
192
shares
|
$10,070
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
190
shares
|
$9,965
0.0% of portfolio
|
Q2 2025
Reduced 78.65%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
180
shares
|
$9,441
0.0% of portfolio
|
Q1 2022
Reduced 35.71%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
171
shares
|
$8,968
0.01% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
166
shares
|
$8,706
0.0% of portfolio
|
Q1 2025
Added 95.29%
|
|