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 |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
27,604
shares
|
$1.45 Million
0.36% of portfolio
|
Q3 2025
Added 31.95%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
27,497
shares
|
$1.44 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
27,495
shares
|
$1.44 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
27,414
shares
|
$1.44 Million
0.15% of portfolio
|
Q2 2024
Reduced 19.95%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
27,356
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
27,263
shares
|
$1.43 Million
1.37% of portfolio
|
Q4 2025
Added 39.13%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
27,208
shares
|
$1.43 Million
0.16% of portfolio
|
Q4 2025
Added 7.9%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,203
shares
|
$1.43 Million
0.19% of portfolio
|
Q3 2024
Added 45.4%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
27,112
shares
|
$1.42 Million
0.92% of portfolio
|
Q4 2025
Added 7.75%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
27,076
shares
|
$1.42 Million
0.05% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
26,865
shares
|
$1.41 Million
0.41% of portfolio
|
Q3 2025
Reduced 83.68%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
26,821
shares
|
$1.41 Million
0.71% of portfolio
|
Q4 2025
Added 15.6%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
26,816
shares
|
$1.41 Million
0.51% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
26,726
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
26,591
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2022
Added 17.49%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
26,555
shares
|
$1.39 Million
0.08% of portfolio
|
Q2 2025
Reduced 77.27%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
26,537
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
26,438
shares
|
$1.39 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
26,255
shares
|
$1.38 Million
0.56% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
26,249
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
26,179
shares
|
$1.37 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
26,105
shares
|
$1.37 Million
0.13% of portfolio
|
Q4 2025
Reduced 3.63%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
26,048
shares
|
$1.37 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
26,027
shares
|
$1.37 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Nwi Management LP
New York, NY |
Dec 05, 2025 Q3 2025 |
26,000
shares
|
$1.36 Million
0.07% of portfolio
|
Q3 2024
Reduced 16.13%
|
|