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 |
|---|---|---|---|---|---|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
140,681
shares
|
$7.38 Million
2.61% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
140,301
shares
|
$7.36 Million
0.42% of portfolio
|
Q3 2025
Reduced 31.8%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
139,997
shares
|
$7.34 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
139,898
shares
|
$7.34 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
139,194
shares
|
$7.3 Million
0.51% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
138,261
shares
|
$7.25 Million
1.99% of portfolio
|
Q3 2025
Added 93.69%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
137,771
shares
|
$7.23 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
137,553
shares
|
$7.21 Million
0.85% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
137,368
shares
|
$7.2 Million
5.68% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
136,751
shares
|
$7.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 33.55%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
135,889
shares
|
$7.13 Million
0.29% of portfolio
|
Q3 2025
Reduced 35.09%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
134,359
shares
|
$7.05 Million
0.04% of portfolio
|
Q3 2025
Added 46.46%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
133,691
shares
|
$7.01 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
130,547
shares
|
$6.85 Million
0.67% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
129,549
shares
|
$6.79 Million
0.6% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
127,917
shares
|
$6.71 Million
2.07% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
127,661
shares
|
$6.7 Million
0.0% of portfolio
|
Q3 2025
Added 94.88%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
127,360
shares
|
$6.68 Million
3.73% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
127,001
shares
|
$6.66 Million
0.39% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
126,365
shares
|
$6.63 Million
2.86% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
126,014
shares
|
$6.61 Million
0.37% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
125,286
shares
|
$6.57 Million
0.94% of portfolio
|
Q3 2023
Reduced 19.89%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
124,636
shares
|
$6.54 Million
4.15% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
124,510
shares
|
$6.53 Million
2.4% of portfolio
|
Q3 2025
Added 39.45%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
124,506
shares
|
$6.53 Million
3.29% of portfolio
|
Q3 2025
Added 7.58%
|
|