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 |
|---|---|---|---|---|---|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
34,131
shares
|
$1.79 Million
0.11% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
34,100
shares
|
$1.79 Million
2.32% of portfolio
|
Q1 2023
New holding
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
33,958
shares
|
$1.78 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
33,948
shares
|
$1.78 Million
0.16% of portfolio
|
Q3 2025
Added 36.06%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
33,607
shares
|
$1.76 Million
0.25% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
33,552
shares
|
$1.76 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
33,343
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
33,217
shares
|
$1.74 Million
0.07% of portfolio
|
Q4 2025
Reduced 5.18%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Oct 27, 2025 Q3 2025 |
32,901
shares
|
$1.73 Million
4.11% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
32,873
shares
|
$1.72 Million
0.04% of portfolio
|
Q4 2025
Reduced 7.64%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
32,850
shares
|
$1.72 Million
1.29% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
32,590
shares
|
$1.71 Million
1.3% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
32,532
shares
|
$1.71 Million
0.6% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
32,345
shares
|
$1.7 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.84%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
32,248
shares
|
$1.69 Million
0.03% of portfolio
|
Q3 2022
Added 93.02%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
32,244
shares
|
$1.69 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
32,177
shares
|
$1.69 Million
0.39% of portfolio
|
Q4 2025
Added 5.75%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
32,128
shares
|
$1.69 Million
0.26% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
32,121
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
32,111
shares
|
$1.68 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
32,094
shares
|
$1.68 Million
0.19% of portfolio
|
Q4 2023
Reduced 3.06%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
32,079
shares
|
$1.68 Million
0.95% of portfolio
|
Q4 2025
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
32,072
shares
|
$1.68 Million
0.99% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
32,057
shares
|
$1.68 Million
0.13% of portfolio
|
Q4 2022
Added 323.64%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
32,054
shares
|
$1.68 Million
0.08% of portfolio
|
Q3 2025
Added 0.51%
|
|