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 |
|---|---|---|---|---|---|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
72
shares
|
$3,776
0.0% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
60
shares
|
$3,147
0.0% of portfolio
|
Q2 2022
Reduced 94.96%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
60
shares
|
$3,147
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
60
shares
|
$3,147
0.0% of portfolio
|
Q2 2025
Reduced 55.88%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
60
shares
|
$3,147
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
58
shares
|
$3,042
0.0% of portfolio
|
Q2 2021
Reduced 82.53%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
57
shares
|
$2,989
0.0% of portfolio
|
Q2 2025
Reduced 55.12%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
50
shares
|
$2,622
0.0% of portfolio
|
Q1 2025
Reduced 97.56%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
50
shares
|
$2,622
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
44
shares
|
$2,307
0.06% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
42
shares
|
$2,202
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
40
shares
|
$2,098
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
31
shares
|
$1,625
0.0% of portfolio
|
Q3 2023
Reduced 96.26%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
30
shares
|
$1,573
0.0% of portfolio
|
Q4 2022
Reduced 45.45%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
30
shares
|
$1,573
0.0% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
27
shares
|
$1,416
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
27
shares
|
$1,416
0.0% of portfolio
|
Q1 2022
Reduced 15.63%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
25
shares
|
$1,311
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
22
shares
|
$1,153
0.0% of portfolio
|
Q3 2025
Reduced 99.97%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
20
shares
|
$1,049
0.0% of portfolio
|
Q1 2025
Added 53.85%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
15
shares
|
$786
0.0% of portfolio
|
Q4 2023
Reduced 60.53%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
10
shares
|
$524
0.0% of portfolio
|
Q2 2023
Reduced 99.03%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
10
shares
|
$524
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
10
shares
|
$524
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
10
shares
|
$524
0.0% of portfolio
|
Q1 2025
New holding
|
|