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 |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
40,433
shares
|
$2.12 Million
0.66% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
40,422
shares
|
$2.12 Million
0.53% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
39,985
shares
|
$2.1 Million
0.6% of portfolio
|
Q1 2024
Added 18.93%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
39,736
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2022
Reduced 94.8%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
39,654
shares
|
$2.08 Million
0.33% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
39,642
shares
|
$2.08 Million
0.55% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
39,615
shares
|
$2.08 Million
0.47% of portfolio
|
Q3 2025
Added 55.34%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
39,549
shares
|
$2.07 Million
0.87% of portfolio
|
Q1 2023
Reduced 2.56%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
38,811
shares
|
$2.04 Million
1.11% of portfolio
|
Q3 2025
New holding
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
38,729
shares
|
$2.03 Million
0.52% of portfolio
|
Q4 2025
Reduced 3.83%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
38,575
shares
|
$2.02 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
38,490
shares
|
$2.02 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
38,471
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2025
Added 16.97%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
38,439
shares
|
$2.02 Million
0.23% of portfolio
|
Q3 2025
Reduced 62.66%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
38,425
shares
|
$2.02 Million
0.04% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
38,363
shares
|
$2.01 Million
1.97% of portfolio
|
Q4 2025
Added 6.5%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
38,336
shares
|
$2.01 Million
0.81% of portfolio
|
Q3 2025
Added 203.24%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
38,284
shares
|
$2.01 Million
0.43% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
38,204
shares
|
$2 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
38,075
shares
|
$2 Million
0.55% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
38,048
shares
|
$2 Million
1.31% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
37,944
shares
|
$1.99 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
37,941
shares
|
$1.99 Million
1.43% of portfolio
|
Q3 2025
Added 25.77%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
37,727
shares
|
$1.98 Million
1.53% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
37,695
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2025
Added 10.02%
|
|