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 |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
37,568
shares
|
$1.97 Million
0.23% of portfolio
|
Q4 2025
Added 54.93%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
37,536
shares
|
$1.97 Million
0.35% of portfolio
|
Q2 2025
Added 89.53%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
37,514
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
37,229
shares
|
$1.95 Million
0.85% of portfolio
|
Q4 2025
Added 4.08%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
37,042
shares
|
$1.94 Million
0.2% of portfolio
|
Q1 2025
Reduced 23.35%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
36,858
shares
|
$1.93 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
36,404
shares
|
$1.91 Million
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
36,378
shares
|
$1.91 Million
0.46% of portfolio
|
Q4 2025
Reduced 1.33%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
36,324
shares
|
$1.91 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
36,092
shares
|
$1.89 Million
0.21% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
36,073
shares
|
$1.89 Million
0.29% of portfolio
|
Q3 2025
Added 24.84%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
36,030
shares
|
$1.89 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
35,825
shares
|
$1.88 Million
0.11% of portfolio
|
Q3 2025
Reduced 38.64%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
35,769
shares
|
$1.88 Million
1.47% of portfolio
|
Q3 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
35,692
shares
|
$1.87 Million
0.06% of portfolio
|
Q3 2025
Added 46.66%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
35,660
shares
|
$1.87 Million
0.25% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
35,520
shares
|
$1.86 Million
0.28% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
35,454
shares
|
$1.86 Million
0.32% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
35,225
shares
|
$1.85 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
35,058
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2025
Added 30.68%
|
|
|
Peak Financial Advisors LLC
|
Jan 12, 2026 Q4 2025 |
35,038
shares
|
$1.84 Million
1.2% of portfolio
|
Q4 2025
Added 31.95%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
34,664
shares
|
$1.82 Million
0.38% of portfolio
|
Q4 2025
Reduced 5.93%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
34,467
shares
|
$1.81 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
34,148
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
34,146
shares
|
$1.79 Million
1.05% of portfolio
|
Q3 2025
Added 0.99%
|
|