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 |
|---|---|---|---|---|---|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
58,626
shares
|
$3.07 Million
2.64% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
58,548
shares
|
$3.07 Million
0.4% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
58,280
shares
|
$3.06 Million
0.75% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
58,234
shares
|
$3.05 Million
0.22% of portfolio
|
Q3 2022
Reduced 23.04%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
57,876
shares
|
$3.04 Million
0.79% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
57,605
shares
|
$3.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
57,299
shares
|
$3.01 Million
0.27% of portfolio
|
Q1 2025
Added 215.73%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 09, 2026 Q4 2025 |
57,221
shares
|
$3 Million
1.36% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
57,112
shares
|
$3 Million
2.06% of portfolio
|
Q3 2022
Reduced 50.49%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
57,006
shares
|
$2.99 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
56,919
shares
|
$2.99 Million
0.78% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
56,846
shares
|
$2.98 Million
1.65% of portfolio
|
Q4 2025
Reduced 5.03%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 15, 2026 Q4 2025 |
56,787
shares
|
$2.98 Million
1.74% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
56,592
shares
|
$2.97 Million
1.08% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
56,298
shares
|
$2.95 Million
0.17% of portfolio
|
Q4 2025
Reduced 26.98%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
56,298
shares
|
$2.95 Million
0.39% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
55,742
shares
|
$2.92 Million
0.88% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
55,734
shares
|
$2.92 Million
1.87% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
55,500
shares
|
$2.91 Million
0.22% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
55,220
shares
|
$2.9 Million
0.71% of portfolio
|
Q4 2025
Added 4.15%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
55,202
shares
|
$2.9 Million
0.1% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
54,883
shares
|
$2.88 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
54,865
shares
|
$2.88 Million
0.1% of portfolio
|
Q4 2025
Reduced 22.64%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
54,808
shares
|
$2.87 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
54,483
shares
|
$2.86 Million
0.06% of portfolio
|
Q3 2025
Added 0.0%
|
|