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 |
|---|---|---|---|---|---|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
49,682
shares
|
$2.61 Million
0.74% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
49,578
shares
|
$2.6 Million
0.44% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Shuttleworth & CO
Powell, OH |
Nov 14, 2025 Q3 2025 |
49,514
shares
|
$2.6 Million
2.42% of portfolio
|
Q3 2025
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
49,358
shares
|
$2.59 Million
0.77% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
49,337
shares
|
$2.59 Million
0.6% of portfolio
|
Q4 2025
Added 2.95%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
49,298
shares
|
$2.59 Million
1.3% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
49,097
shares
|
$2.58 Million
0.38% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
49,057
shares
|
$2.57 Million
2.17% of portfolio
|
Q3 2025
Added 24.8%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
49,055
shares
|
$2.57 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
49,013
shares
|
$2.57 Million
0.55% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
48,595
shares
|
$2.55 Million
0.37% of portfolio
|
Q4 2020
Added 1.79%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
48,565
shares
|
$2.55 Million
0.51% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
48,549
shares
|
$2.55 Million
1.11% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
48,471
shares
|
$2.54 Million
0.96% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
48,310
shares
|
$2.53 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Dorsey Wright & Associates
|
Nov 18, 2025 Q3 2025 |
47,912
shares
|
$2.51 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
47,807
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2025 Q3 2025 |
47,537
shares
|
$2.49 Million
1.04% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
47,479
shares
|
$2.49 Million
0.05% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
47,392
shares
|
$2.49 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
47,326
shares
|
$2.48 Million
0.23% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
46,986
shares
|
$2.46 Million
1.06% of portfolio
|
Q1 2024
Reduced 17.18%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
46,982
shares
|
$2.46 Million
1.95% of portfolio
|
Q3 2025
Reduced 17.39%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
46,751
shares
|
$2.45 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
46,745
shares
|
$2.45 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.26%
|
|