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 |
|---|---|---|---|---|---|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
114,351
shares
|
$6 Million
0.79% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
114,219
shares
|
$5.99 Million
0.13% of portfolio
|
Q3 2025
Reduced 80.87%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 07, 2026 Q4 2025 |
112,561
shares
|
$5.9 Million
2.23% of portfolio
|
Q4 2025
Added 4.81%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
112,519
shares
|
$5.9 Million
0.01% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
112,336
shares
|
$5.89 Million
0.04% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
112,104
shares
|
$5.88 Million
1.3% of portfolio
|
Q3 2024
Added 1435.46%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
111,585
shares
|
$5.85 Million
0.41% of portfolio
|
Q3 2025
Added 39.39%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
111,473
shares
|
$5.85 Million
0.86% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
111,357
shares
|
$5.84 Million
0.86% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
111,039
shares
|
$5.82 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
110,965
shares
|
$5.82 Million
0.16% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
110,858
shares
|
$5.81 Million
0.08% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
110,635
shares
|
$5.8 Million
0.0% of portfolio
|
Q3 2025
Added 54.67%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
108,977
shares
|
$5.72 Million
1.35% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
108,088
shares
|
$5.67 Million
0.01% of portfolio
|
Q3 2025
Added 26.24%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
107,711
shares
|
$5.65 Million
0.12% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
106,511
shares
|
$5.59 Million
0.39% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
105,903
shares
|
$5.55 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
105,874
shares
|
$5.55 Million
0.23% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
105,522
shares
|
$5.53 Million
0.31% of portfolio
|
Q3 2025
Added 56.11%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
105,347
shares
|
$5.53 Million
0.4% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
105,191
shares
|
$5.52 Million
0.8% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
105,173
shares
|
$5.52 Million
2.11% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
104,906
shares
|
$5.5 Million
4.22% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
104,460
shares
|
$5.48 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.89%
|
|