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 $40.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
71,476
shares
|
$3.75 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
71,444
shares
|
$3.75 Million
3.93% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
71,428
shares
|
$3.75 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
71,100
shares
|
$3.73 Million
0.22% of portfolio
|
Q3 2025
Added 21.33%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
70,870
shares
|
$3.72 Million
1.01% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
70,701
shares
|
$3.71 Million
1.78% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
70,604
shares
|
$3.7 Million
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
70,275
shares
|
$3.69 Million
1.04% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
70,170
shares
|
$3.68 Million
1.91% of portfolio
|
Q3 2024
Added 267.25%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
69,859
shares
|
$3.66 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
69,142
shares
|
$3.63 Million
0.02% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
69,094
shares
|
$3.62 Million
0.9% of portfolio
|
Q4 2025
Added 2.7%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
68,921
shares
|
$3.61 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
68,641
shares
|
$3.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
68,306
shares
|
$3.58 Million
0.25% of portfolio
|
Q3 2025
Added 235.36%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
67,845
shares
|
$3.56 Million
0.26% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
67,679
shares
|
$3.55 Million
1.13% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
67,658
shares
|
$3.55 Million
0.04% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
67,378
shares
|
$3.53 Million
0.36% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
66,956
shares
|
$3.51 Million
1.38% of portfolio
|
Q2 2022
Added 0.59%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Oct 29, 2025 Q3 2025 |
66,847
shares
|
$3.51 Million
7.41% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
66,602
shares
|
$3.49 Million
0.02% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
66,580
shares
|
$3.49 Million
1.1% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
66,535
shares
|
$3.49 Million
3.09% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
66,462
shares
|
$3.49 Million
0.75% of portfolio
|
Q3 2025
Added 5.46%
|
|