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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
46,708
shares
|
$2.45 Million
0.02% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
46,701
shares
|
$2.45 Million
1.32% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
46,546
shares
|
$2.44 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
46,463
shares
|
$2.44 Million
2.25% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
46,062
shares
|
$2.42 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
46,061
shares
|
$2.42 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Donald L. Hagan, LLC
|
Oct 15, 2025 Q3 2025 |
45,800
shares
|
$2.4 Million
1.39% of portfolio
|
Q3 2025
Added 45.75%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
45,339
shares
|
$2.38 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
45,327
shares
|
$2.38 Million
1.59% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
45,204
shares
|
$2.37 Million
1.33% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
45,152
shares
|
$2.37 Million
0.36% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
45,120
shares
|
$2.37 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
44,817
shares
|
$2.35 Million
0.96% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
44,809
shares
|
$2.35 Million
0.03% of portfolio
|
Q4 2025
Reduced 12.07%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Jan 14, 2026 Q4 2025 |
44,783
shares
|
$2.35 Million
0.46% of portfolio
|
Q4 2025
Added 1020.14%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
44,586
shares
|
$2.34 Million
0.19% of portfolio
|
Q4 2025
Reduced 0.54%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
44,482
shares
|
$2.33 Million
1.34% of portfolio
|
Q1 2023
Reduced 8.35%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
44,267
shares
|
$2.32 Million
1.46% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
44,255
shares
|
$2.32 Million
1.18% of portfolio
|
Q3 2025
Reduced 15.89%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
44,106
shares
|
$2.31 Million
0.59% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
43,927
shares
|
$2.3 Million
0.54% of portfolio
|
Q3 2025
Added 31.18%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
43,828
shares
|
$2.3 Million
0.2% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
43,675
shares
|
$2.29 Million
1.19% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
43,662
shares
|
$2.29 Million
0.2% of portfolio
|
Q3 2025
Added 17.85%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
43,655
shares
|
$2.29 Million
0.04% of portfolio
|
Q3 2025
Added 1.37%
|
|