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 2,165 institutions that hold shares in the stock, with a total of 763 Million shares, which have been reported (via 13F filing form) to have a value of $40 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
92,702
shares
|
$4.86 Million
0.11% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
92,595
shares
|
$4.86 Million
1.9% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Iam Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
91,750
shares
|
$4.81 Million
1.13% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
91,367
shares
|
$4.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
90,730
shares
|
$4.76 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
90,493
shares
|
$4.75 Million
0.02% of portfolio
|
Q3 2025
Reduced 32.37%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
90,354
shares
|
$4.74 Million
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
90,284
shares
|
$4.74 Million
0.18% of portfolio
|
Q3 2025
Reduced 20.1%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Nov 05, 2025 Q3 2025 |
89,907
shares
|
$4.72 Million
2.46% of portfolio
|
Q3 2025
Added 23.09%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
89,758
shares
|
$4.71 Million
1.2% of portfolio
|
Q3 2023
Reduced 9.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
89,630
shares
|
$4.7 Million
0.07% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
89,410
shares
|
$4.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 84.82%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
89,217
shares
|
$4.68 Million
0.01% of portfolio
|
Q4 2025
Reduced 1.96%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
89,153
shares
|
$4.68 Million
0.02% of portfolio
|
Q3 2025
Added 20.2%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
88,384
shares
|
$4.64 Million
0.77% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
88,382
shares
|
$4.64 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
88,175
shares
|
$4.62 Million
1.07% of portfolio
|
Q3 2025
Added 24.77%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
87,801
shares
|
$4.61 Million
0.3% of portfolio
|
Q4 2022
Reduced 2.79%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
87,610
shares
|
$4.6 Million
0.04% of portfolio
|
Q3 2025
Added 28.86%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
86,486
shares
|
$4.54 Million
2.3% of portfolio
|
Q4 2025
Added 8.5%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
86,439
shares
|
$4.53 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
86,150
shares
|
$4.52 Million
0.71% of portfolio
|
Q3 2025
Reduced 61.33%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
86,107
shares
|
$4.52 Million
0.03% of portfolio
|
Q3 2025
Added 8610600.0%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
85,943
shares
|
$4.51 Million
2.65% of portfolio
|
Q4 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
85,728
shares
|
$4.5 Million
0.08% of portfolio
|
Q3 2025
Added 141.01%
|
|