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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
22,757
shares
|
$1.19 Million
0.32% of portfolio
|
Q3 2025
Reduced 55.97%
|
|
|
Moulton Wealth Management, Inc
|
Jan 13, 2026 Q4 2025 |
22,754
shares
|
$1.19 Million
0.82% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
22,720
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
22,693
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2025
Reduced 18.81%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
22,655
shares
|
$1.19 Million
0.47% of portfolio
|
Q3 2025
Reduced 11.04%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
22,643
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
22,603
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
22,532
shares
|
$1.18 Million
0.5% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
22,488
shares
|
$1.18 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
22,421
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
22,412
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2024
Added 25.49%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
22,385
shares
|
$1.17 Million
0.37% of portfolio
|
Q3 2025
Reduced 13.15%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
22,314
shares
|
$1.17 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
22,176
shares
|
$1.16 Million
0.26% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
22,157
shares
|
$1.16 Million
0.19% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
22,103
shares
|
$1.16 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
21,934
shares
|
$1.15 Million
0.34% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
21,792
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2025
Added 30.77%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
21,628
shares
|
$1.13 Million
1.09% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
21,621
shares
|
$1.13 Million
0.2% of portfolio
|
Q2 2025
Added 32.23%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 28, 2025 Q3 2025 |
21,544
shares
|
$1.13 Million
0.7% of portfolio
|
Q3 2025
Reduced 75.18%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
21,485
shares
|
$1.13 Million
0.29% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
21,470
shares
|
$1.13 Million
0.33% of portfolio
|
Q4 2025
Reduced 30.61%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
21,464
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
21,390
shares
|
$1.12 Million
0.4% of portfolio
|
Q3 2025
Added 2.3%
|
|