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 |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
32,026
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
31,941
shares
|
$1.68 Million
0.13% of portfolio
|
Q3 2022
Added 0.53%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
31,938
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
31,920
shares
|
$1.67 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
31,769
shares
|
$1.67 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
31,707
shares
|
$1.66 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
31,706
shares
|
$1.66 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
31,703
shares
|
$1.66 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
31,608
shares
|
$1.66 Million
0.13% of portfolio
|
Q2 2025
Added 37.68%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
31,166
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.78%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
30,743
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
30,700
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
Added 176.58%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
30,595
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
30,548
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
30,410
shares
|
$1.6 Million
0.06% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
30,300
shares
|
$1.59 Million
0.06% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
30,150
shares
|
$1.58 Million
0.15% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
30,150
shares
|
$1.58 Million
0.7% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
29,950
shares
|
$1.57 Million
0.89% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
29,865
shares
|
$1.57 Million
0.46% of portfolio
|
Q3 2025
Reduced 45.71%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
29,790
shares
|
$1.56 Million
0.08% of portfolio
|
Q3 2025
Added 60.5%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
29,767
shares
|
$1.56 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
29,755
shares
|
$1.56 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
29,700
shares
|
$1.56 Million
1.01% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
29,680
shares
|
$1.56 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.17%
|
|