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 |
|---|---|---|---|---|---|
|
Aragon Global Management, LP
Miami, FL |
Nov 14, 2025 Q3 2025 |
124,500
shares
|
$6.53 Million
2.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
124,244
shares
|
$6.52 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
123,679
shares
|
$6.49 Million
2.22% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
123,430
shares
|
$6.47 Million
0.68% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
123,100
shares
|
$6.46 Million
0.47% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
122,688
shares
|
$6.43 Million
2.16% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
122,259
shares
|
$6.41 Million
0.07% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
121,724
shares
|
$6.38 Million
4.22% of portfolio
|
Q4 2022
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
121,604
shares
|
$6.38 Million
0.23% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
121,007
shares
|
$6.35 Million
0.47% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
120,756
shares
|
$6.33 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
120,754
shares
|
$6.33 Million
0.24% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
120,698
shares
|
$6.33 Million
0.55% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
120,192
shares
|
$6.3 Million
0.22% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
118,863
shares
|
$6.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 40.54%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
117,807
shares
|
$6.18 Million
0.12% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
117,354
shares
|
$6.16 Million
0.04% of portfolio
|
Q3 2025
Added 45.86%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
117,002
shares
|
$6.14 Million
0.14% of portfolio
|
Q3 2025
Added 545.21%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
116,682
shares
|
$6.12 Million
0.16% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
116,548
shares
|
$6.11 Million
5.35% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Client First Capital LLC
|
Nov 05, 2025 Q3 2025 |
115,803
shares
|
$6.07 Million
2.9% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
115,406
shares
|
$6.05 Million
0.1% of portfolio
|
Q3 2025
Reduced 15.2%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
115,336
shares
|
$6.05 Million
2.49% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
114,942
shares
|
$6.03 Million
0.04% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
114,468
shares
|
$6 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.22%
|
|