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 2,164 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
78,266
shares
|
$4.11 Million
0.91% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
78,065
shares
|
$4.09 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
77,098
shares
|
$4.04 Million
0.25% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
76,545
shares
|
$4.01 Million
0.04% of portfolio
|
Q3 2025
Reduced 20.12%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
76,500
shares
|
$4.01 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
76,416
shares
|
$4.01 Million
3.23% of portfolio
|
Q3 2025
Added 26.95%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
76,153
shares
|
$3.99 Million
3.07% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Herbst Group, LLC
Westport, CT |
Nov 14, 2025 Q3 2025 |
76,104
shares
|
$3.99 Million
2.9% of portfolio
|
Q3 2025
Added 198.22%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
76,049
shares
|
$3.99 Million
1.88% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
76,048
shares
|
$3.99 Million
0.12% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
76,001
shares
|
$3.99 Million
1.53% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
75,994
shares
|
$3.99 Million
0.36% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
75,272
shares
|
$3.95 Million
2.54% of portfolio
|
Q2 2022
Added 150444.0%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
75,269
shares
|
$3.95 Million
0.43% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
75,081
shares
|
$3.94 Million
1.82% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
74,339
shares
|
$3.9 Million
3.29% of portfolio
|
Q3 2025
Added 375.56%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
73,952
shares
|
$3.88 Million
0.32% of portfolio
|
Q4 2025
Added 5.75%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
73,549
shares
|
$3.86 Million
0.49% of portfolio
|
Q3 2025
Reduced 12.18%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
73,305
shares
|
$3.84 Million
0.74% of portfolio
|
Q1 2024
Reduced 19.15%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
72,729
shares
|
$3.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.93%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
72,253
shares
|
$3.79 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
72,121
shares
|
$3.78 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
72,034
shares
|
$3.78 Million
1.17% of portfolio
|
Q3 2025
Reduced 15.73%
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
71,864
shares
|
$3.77 Million
2.08% of portfolio
|
Q3 2025
Added 4.66%
|
|