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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
25,947
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2025
Reduced 32.94%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
25,920
shares
|
$1.36 Million
0.76% of portfolio
|
Q4 2023
Reduced 53.56%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
25,850
shares
|
$1.36 Million
0.47% of portfolio
|
Q2 2025
Reduced 52.67%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
25,809
shares
|
$1.35 Million
0.66% of portfolio
|
Q4 2025
Added 13.78%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
25,760
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
25,739
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Added 14.73%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
25,679
shares
|
$1.35 Million
0.18% of portfolio
|
Q3 2024
Added 41.19%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
25,622
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
25,604
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Polaris Investment Advisors, LLC
Framingham, MA |
Jan 15, 2026 Q4 2025 |
25,592
shares
|
$1.34 Million
1.01% of portfolio
|
Q4 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
25,551
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2023
Added 50.28%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
25,548
shares
|
$1.34 Million
0.12% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
25,479
shares
|
$1.34 Million
0.46% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
25,446
shares
|
$1.33 Million
0.46% of portfolio
|
Q4 2025
Reduced 6.03%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
25,369
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Added 40.49%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
25,240
shares
|
$1.32 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,183
shares
|
$1.32 Million
0.06% of portfolio
|
Q4 2023
Reduced 13.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
25,151
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 95.22%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
25,069
shares
|
$1.31 Million
0.19% of portfolio
|
Q4 2025
Reduced 1.15%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
25,022
shares
|
$1.31 Million
0.26% of portfolio
|
Q2 2025
Added 128.57%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
24,919
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Ctc LLC
|
Dec 12, 2025 Q3 2025 |
24,857
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
24,784
shares
|
$1.3 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,739
shares
|
$1.3 Million
0.07% of portfolio
|
Q4 2023
Added 35.94%
|
|