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 |
|---|---|---|---|---|---|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
29,603
shares
|
$1.55 Million
0.75% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
29,496
shares
|
$1.55 Million
0.53% of portfolio
|
Q2 2023
Added 14.4%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
29,464
shares
|
$1.55 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
29,434
shares
|
$1.54 Million
1.07% of portfolio
|
Q3 2025
Added 3476.43%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
29,333
shares
|
$1.54 Million
0.08% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
29,309
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 15, 2026 Q4 2025 |
29,154
shares
|
$1.53 Million
1.09% of portfolio
|
Q4 2025
Added 23.48%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
29,116
shares
|
$1.53 Million
0.44% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
29,050
shares
|
$1.52 Million
0.27% of portfolio
|
Q4 2025
Reduced 12.77%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
29,002
shares
|
$1.52 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
28,884
shares
|
$1.51 Million
1.12% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
28,805
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
28,771
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2023
Added 45.59%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
28,768
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
28,739
shares
|
$1.51 Million
0.09% of portfolio
|
Q3 2025
Added 15.79%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
28,717
shares
|
$1.51 Million
0.53% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
28,618
shares
|
$1.5 Million
0.1% of portfolio
|
Q4 2025
Added 4.89%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
28,596
shares
|
$1.5 Million
0.09% of portfolio
|
Q4 2025
Added 17.94%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
28,588
shares
|
$1.5 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
28,539
shares
|
$1.5 Million
0.12% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
28,508
shares
|
$1.5 Million
0.53% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
28,471
shares
|
$1.49 Million
0.08% of portfolio
|
Q3 2025
Added 66.7%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
28,117
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2025
Reduced 14.05%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
28,082
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
27,944
shares
|
$1.47 Million
0.4% of portfolio
|
Q4 2025
Reduced 8.05%
|
|