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 |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
66,462
shares
|
$3.49 Million
0.75% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
66,366
shares
|
$3.48 Million
0.61% of portfolio
|
Q2 2022
Reduced 0.17%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
65,925
shares
|
$3.46 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
65,919
shares
|
$3.46 Million
0.4% of portfolio
|
Q4 2025
Added 10.92%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
65,814
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
65,429
shares
|
$3.43 Million
0.92% of portfolio
|
Q3 2022
Added 4.6%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
65,172
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 28.93%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
65,154
shares
|
$3.42 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
65,063
shares
|
$3.41 Million
0.48% of portfolio
|
Q3 2025
Reduced 26.09%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
64,798
shares
|
$3.4 Million
0.38% of portfolio
|
Q3 2025
Added 36.01%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
64,498
shares
|
$3.38 Million
0.44% of portfolio
|
Q4 2025
Reduced 20.04%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Nov 12, 2025 Q3 2025 |
64,470
shares
|
$3.38 Million
2.19% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
64,399
shares
|
$3.38 Million
0.25% of portfolio
|
Q3 2025
Reduced 31.13%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
64,342
shares
|
$3.37 Million
0.03% of portfolio
|
Q1 2025
Added 25.68%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
64,232
shares
|
$3.37 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
63,878
shares
|
$3.35 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
63,759
shares
|
$3.34 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
63,757
shares
|
$3.34 Million
1.71% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
63,020
shares
|
$3.31 Million
0.15% of portfolio
|
Q3 2025
Reduced 16.39%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
62,801
shares
|
$3.29 Million
2.27% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
62,725
shares
|
$3.29 Million
0.02% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
62,546
shares
|
$3.28 Million
0.91% of portfolio
|
Q3 2025
Added 32.02%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
62,313
shares
|
$3.27 Million
1.43% of portfolio
|
Q4 2025
Added 139.5%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
62,239
shares
|
$3.26 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
62,210
shares
|
$3.26 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.45%
|
|