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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
62,164
shares
|
$3.26 Million
0.28% of portfolio
|
Q4 2025
Reduced 2.38%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
62,082
shares
|
$3.26 Million
0.32% of portfolio
|
Q2 2023
Reduced 4.86%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
61,684
shares
|
$3.24 Million
0.81% of portfolio
|
Q2 2022
Added 23.7%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
61,464
shares
|
$3.22 Million
0.17% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
61,260
shares
|
$3.21 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
61,158
shares
|
$3.21 Million
1.25% of portfolio
|
Q3 2025
Added 52.88%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
61,133
shares
|
$3.21 Million
1.17% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
61,018
shares
|
$3.2 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
61,002
shares
|
$3.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.38%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
60,895
shares
|
$3.19 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
60,838
shares
|
$3.19 Million
0.99% of portfolio
|
Q3 2025
Added 47.21%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
60,691
shares
|
$3.18 Million
0.01% of portfolio
|
Q3 2025
Added 1113.82%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
60,530
shares
|
$3.17 Million
0.36% of portfolio
|
Q1 2022
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
60,442
shares
|
$3.17 Million
2.26% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
60,082
shares
|
$3.15 Million
3.76% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 13, 2026 Q4 2025 |
59,789
shares
|
$3.14 Million
0.88% of portfolio
|
Q4 2025
Added 1.91%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
59,757
shares
|
$3.13 Million
0.32% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
59,664
shares
|
$3.13 Million
1.71% of portfolio
|
Q4 2025
Reduced 0.48%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
59,627
shares
|
$3.13 Million
0.19% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
59,586
shares
|
$3.13 Million
0.17% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
59,366
shares
|
$3.11 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
59,334
shares
|
$3.11 Million
0.26% of portfolio
|
Q4 2025
Added 28.2%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
59,240
shares
|
$3.11 Million
0.01% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
59,054
shares
|
$3.1 Million
0.14% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
58,851
shares
|
$3.09 Million
2.39% of portfolio
|
Q3 2025
Added 5.31%
|
|