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 |
|---|---|---|---|---|---|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
24,491
shares
|
$1.28 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
24,361
shares
|
$1.28 Million
0.49% of portfolio
|
Q4 2025
Reduced 8.14%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
24,298
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2025
Added 37.1%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
24,297
shares
|
$1.27 Million
0.61% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
24,257
shares
|
$1.27 Million
0.24% of portfolio
|
Q4 2025
Reduced 1.72%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
24,213
shares
|
$1.27 Million
0.44% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
24,107
shares
|
$1.26 Million
1.12% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
24,095
shares
|
$1.26 Million
0.12% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
24,062
shares
|
$1.26 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
24,033
shares
|
$1.26 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
23,903
shares
|
$1.25 Million
1.56% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
23,871
shares
|
$1.25 Million
0.29% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
23,717
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
23,661
shares
|
$1.24 Million
0.5% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
23,545
shares
|
$1.23 Million
1.05% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Eagle Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
23,406
shares
|
$1.23 Million
0.47% of portfolio
|
Q4 2025
Added 1.4%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
23,403
shares
|
$1.23 Million
0.17% of portfolio
|
Q3 2025
Added 44.61%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
23,335
shares
|
$1.22 Million
0.3% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
23,216
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
23,147
shares
|
$1.21 Million
1.33% of portfolio
|
Q3 2025
Reduced 65.84%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
23,055
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
22,936
shares
|
$1.2 Million
0.86% of portfolio
|
Q4 2025
Added 7.82%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
22,832
shares
|
$1.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
22,784
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 28.78%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
22,765
shares
|
$1.19 Million
0.26% of portfolio
|
Q3 2025
Added 22.52%
|
|