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 |
|---|---|---|---|---|---|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
280,016
shares
|
$14.7 Million
1.54% of portfolio
|
Q3 2022
Added 1.73%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
276,093
shares
|
$14.5 Million
1.36% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
275,602
shares
|
$14.5 Million
1.24% of portfolio
|
Q3 2025
Added 24.68%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
273,045
shares
|
$14.3 Million
0.33% of portfolio
|
Q3 2025
Added 5577.79%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
271,814
shares
|
$14.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
269,731
shares
|
$14.1 Million
3.67% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
268,854
shares
|
$14.1 Million
1.25% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
268,115
shares
|
$14.1 Million
1.9% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
267,713
shares
|
$14 Million
7.35% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
266,016
shares
|
$14 Million
0.67% of portfolio
|
Q2 2024
Reduced 67.88%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
263,801
shares
|
$13.8 Million
0.22% of portfolio
|
Q3 2022
Reduced 7.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
262,041
shares
|
$13.7 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
260,479
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
257,651
shares
|
$13.5 Million
3.04% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
256,193
shares
|
$13.4 Million
1.78% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 06, 2025 Q3 2025 |
254,238
shares
|
$13.3 Million
13.65% of portfolio
|
Q2 2025
Added 45.91%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
253,089
shares
|
$13.3 Million
1.62% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
249,885
shares
|
$13.1 Million
0.17% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
248,735
shares
|
$13 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
248,410
shares
|
$13 Million
0.45% of portfolio
|
Q4 2021
Reduced 2.55%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
245,108
shares
|
$12.9 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
242,237
shares
|
$12.7 Million
1.46% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
242,039
shares
|
$12.7 Million
0.24% of portfolio
|
Q3 2025
Added 42.61%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
241,514
shares
|
$12.7 Million
0.56% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
241,056
shares
|
$12.6 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.3%
|
|