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 |
|---|---|---|---|---|---|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
156,723
shares
|
$8.22 Million
0.93% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
155,975
shares
|
$8.18 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Act Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
155,716
shares
|
$8.17 Million
2.95% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
155,032
shares
|
$8.13 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
154,404
shares
|
$8.1 Million
0.64% of portfolio
|
Q3 2025
Reduced 18.4%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
152,488
shares
|
$8 Million
0.05% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
152,155
shares
|
$7.98 Million
0.14% of portfolio
|
Q3 2025
Reduced 25.73%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
151,061
shares
|
$7.92 Million
0.16% of portfolio
|
Q2 2025
Reduced 97.33%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
150,965
shares
|
$7.92 Million
3.01% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
149,722
shares
|
$7.85 Million
0.16% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
148,770
shares
|
$7.8 Million
0.33% of portfolio
|
Q3 2025
Added 22.95%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
148,703
shares
|
$7.8 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
148,381
shares
|
$7.78 Million
0.22% of portfolio
|
Q3 2025
Added 302.51%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
147,714
shares
|
$7.75 Million
0.12% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
147,415
shares
|
$7.73 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
146,638
shares
|
$7.69 Million
0.34% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
Cavalier Investments, LLC
|
Nov 13, 2025 Q3 2025 |
146,423
shares
|
$7.68 Million
2.69% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
146,042
shares
|
$7.66 Million
1.24% of portfolio
|
Q4 2025
Added 37.76%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
145,132
shares
|
$7.61 Million
0.07% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
144,995
shares
|
$7.6 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
144,228
shares
|
$7.56 Million
0.65% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
144,025
shares
|
$7.55 Million
4.74% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
143,773
shares
|
$7.54 Million
0.18% of portfolio
|
Q2 2025
Reduced 74.97%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
141,746
shares
|
$7.43 Million
1.33% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
140,691
shares
|
$7.38 Million
0.09% of portfolio
|
Q3 2025
Reduced 34.68%
|
|