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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
102,557
shares
|
$5.38 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
102,550
shares
|
$5.38 Million
4.84% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
102,431
shares
|
$5.37 Million
2.74% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
101,536
shares
|
$5.33 Million
0.13% of portfolio
|
Q3 2025
Reduced 25.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
101,399
shares
|
$5.32 Million
0.1% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
101,054
shares
|
$5.3 Million
2.29% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100,158
shares
|
$5.25 Million
0.07% of portfolio
|
Q2 2024
Added 33.91%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
99,114
shares
|
$5.2 Million
0.01% of portfolio
|
Q2 2023
Reduced 18.11%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
98,966
shares
|
$5.19 Million
0.05% of portfolio
|
Q3 2025
Added 19.34%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
98,874
shares
|
$5.19 Million
0.03% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
98,356
shares
|
$5.16 Million
1.96% of portfolio
|
Q3 2025
Reduced 31.85%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
98,021
shares
|
$5.14 Million
0.19% of portfolio
|
Q3 2025
Reduced 94.04%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
97,558
shares
|
$5.12 Million
2.37% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
97,499
shares
|
$5.11 Million
0.19% of portfolio
|
Q3 2025
Reduced 12.27%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
97,330
shares
|
$5.1 Million
1.44% of portfolio
|
Q4 2025
Added 62.69%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
97,248
shares
|
$5.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
97,033
shares
|
$5.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
96,635
shares
|
$5.07 Million
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
96,572
shares
|
$5.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.35%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
96,201
shares
|
$5.05 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
96,184
shares
|
$5.04 Million
0.98% of portfolio
|
Q3 2025
Added 18.07%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
95,608
shares
|
$5.01 Million
4.2% of portfolio
|
Q2 2025
Reduced 32.13%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
95,440
shares
|
$5.01 Million
0.99% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
95,209
shares
|
$4.99 Million
0.15% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
94,601
shares
|
$4.96 Million
0.26% of portfolio
|
Q3 2025
Added 7.98%
|
|