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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
54,483
shares
|
$2.86 Million
0.06% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
54,371
shares
|
$2.85 Million
0.04% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
54,042
shares
|
$2.83 Million
0.44% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
53,641
shares
|
$2.81 Million
0.09% of portfolio
|
Q3 2025
Added 27.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
53,508
shares
|
$2.81 Million
0.2% of portfolio
|
Q3 2025
Added 17.59%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
53,447
shares
|
$2.8 Million
0.35% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
53,377
shares
|
$2.8 Million
0.32% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
53,112
shares
|
$2.79 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
52,932
shares
|
$2.78 Million
2.29% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
52,917
shares
|
$2.78 Million
1.17% of portfolio
|
Q4 2025
Reduced 5.42%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
52,898
shares
|
$2.77 Million
0.04% of portfolio
|
Q3 2025
Added 18.98%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
52,699
shares
|
$2.76 Million
1.02% of portfolio
|
Q3 2025
Reduced 34.81%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
52,541
shares
|
$2.76 Million
1.6% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
52,025
shares
|
$2.73 Million
0.18% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
51,971
shares
|
$2.73 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
51,803
shares
|
$2.72 Million
0.15% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
51,530
shares
|
$2.7 Million
0.13% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
51,291
shares
|
$2.69 Million
0.11% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
51,235
shares
|
$2.69 Million
0.07% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
51,233
shares
|
$2.69 Million
0.17% of portfolio
|
Q3 2025
Reduced 41.62%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
51,075
shares
|
$2.68 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
50,823
shares
|
$2.67 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
50,721
shares
|
$2.66 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
50,613
shares
|
$2.65 Million
0.21% of portfolio
|
Q2 2025
Reduced 12.91%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
49,850
shares
|
$2.61 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.65%
|
|