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 |
|---|---|---|---|---|---|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
172,066
shares
|
$9.02 Million
1.21% of portfolio
|
Q4 2024
Added 33.34%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
171,023
shares
|
$8.97 Million
0.47% of portfolio
|
Q3 2025
Added 50.2%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
170,401
shares
|
$8.94 Million
4.02% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
169,498
shares
|
$8.89 Million
1.33% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
169,384
shares
|
$8.88 Million
0.22% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
168,913
shares
|
$8.86 Million
0.27% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
167,844
shares
|
$8.8 Million
0.18% of portfolio
|
Q1 2024
Added 6.68%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
166,965
shares
|
$8.76 Million
0.05% of portfolio
|
Q3 2025
Reduced 68.27%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
166,944
shares
|
$8.76 Million
0.92% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
166,899
shares
|
$8.75 Million
0.02% of portfolio
|
Q3 2025
Added 204.49%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
165,566
shares
|
$8.68 Million
0.39% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
165,101
shares
|
$8.66 Million
1.88% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
162,794
shares
|
$8.54 Million
0.01% of portfolio
|
Q3 2025
Added 145.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
162,045
shares
|
$8.5 Million
0.21% of portfolio
|
Q2 2020
Reduced 7.27%
|
|
|
Northstar Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
161,979
shares
|
$8.5 Million
3.66% of portfolio
|
Q3 2025
Reduced 50.12%
|
|
|
5th Street Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
161,893
shares
|
$8.49 Million
4.34% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
161,680
shares
|
$8.48 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
160,962
shares
|
$8.44 Million
0.54% of portfolio
|
Q3 2025
Reduced 20.37%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
160,930
shares
|
$8.44 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
160,083
shares
|
$8.4 Million
2.62% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
159,921
shares
|
$8.39 Million
2.67% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
158,901
shares
|
$8.33 Million
0.19% of portfolio
|
Q4 2023
Added 165.54%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
157,580
shares
|
$8.27 Million
1.18% of portfolio
|
Q3 2025
Reduced 85.91%
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
157,389
shares
|
$8.26 Million
2.04% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
156,811
shares
|
$8.22 Million
3.28% of portfolio
|
Q4 2024
Added 4.99%
|
|