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 764 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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
85,619
shares
|
$4.49 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
84,890
shares
|
$4.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 56.36%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
84,588
shares
|
$4.44 Million
0.38% of portfolio
|
Q3 2025
Added 24.15%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
83,930
shares
|
$4.4 Million
1.55% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Kennicott Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
83,779
shares
|
$4.39 Million
2.22% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Ironwood Wealth Management, Inc.
|
Jan 13, 2026 Q4 2025 |
83,682
shares
|
$4.39 Million
1.9% of portfolio
|
Q4 2025
Reduced 1.83%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
83,542
shares
|
$4.38 Million
0.89% of portfolio
|
Q3 2025
Reduced 32.69%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 16, 2026 Q4 2025 |
83,417
shares
|
$4.38 Million
1.09% of portfolio
|
Q4 2025
Added 110.43%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
82,983
shares
|
$4.35 Million
0.59% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
82,871
shares
|
$4.35 Million
2.29% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Capital Wealth Planning, LLC
|
Nov 13, 2025 Q3 2025 |
82,736
shares
|
$4.34 Million
0.03% of portfolio
|
Q3 2025
Reduced 28.63%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
82,616
shares
|
$4.33 Million
0.54% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Peterson Wealth Management
|
Dec 17, 2025 Q3 2025 |
82,489
shares
|
$4.33 Million
3.15% of portfolio
|
Q3 2025
Reduced 16.81%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
82,253
shares
|
$4.31 Million
1.4% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
81,478
shares
|
$4.27 Million
2.12% of portfolio
|
Q4 2025
Reduced 3.73%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
80,000
shares
|
$4.2 Million
0.73% of portfolio
|
Q3 2025
Reduced 44.17%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
79,796
shares
|
$4.19 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
79,722
shares
|
$4.18 Million
1.21% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
79,546
shares
|
$4.17 Million
0.26% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
79,470
shares
|
$4.17 Million
1.03% of portfolio
|
Q3 2025
Added 252.76%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
78,969
shares
|
$4.14 Million
0.68% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
78,834
shares
|
$4.13 Million
0.05% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2026 Q4 2025 |
78,673
shares
|
$4.13 Million
1.67% of portfolio
|
Q4 2025
Added 4.78%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
78,553
shares
|
$4.12 Million
1.84% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Jan 09, 2026 Q4 2025 |
78,366
shares
|
$4.11 Million
1.26% of portfolio
|
Q4 2025
Added 1.43%
|
|