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 |
|---|---|---|---|---|---|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
21,380
shares
|
$1.12 Million
0.47% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
21,036
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2025
Added 49.01%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
20,972
shares
|
$1.1 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
20,955
shares
|
$1.1 Million
0.47% of portfolio
|
Q3 2025
Added 14.3%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
20,954
shares
|
$1.1 Million
0.68% of portfolio
|
Q3 2025
Reduced 10.15%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
20,947
shares
|
$1.1 Million
0.32% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
20,905
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
20,877
shares
|
$1.09 Million
0.56% of portfolio
|
Q3 2025
Reduced 19.65%
|
|
|
Trust CO Of Oklahoma
|
Jan 14, 2026 Q4 2025 |
20,860
shares
|
$1.09 Million
0.32% of portfolio
|
Q4 2025
Added 24.87%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
20,671
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
20,633
shares
|
$1.08 Million
0.77% of portfolio
|
Q4 2025
Added 2.88%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
20,615
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2025
Added 62.54%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
20,607
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
20,532
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
20,464
shares
|
$1.07 Million
0.62% of portfolio
|
Q3 2025
Reduced 66.85%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
20,447
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
20,444
shares
|
$1.07 Million
0.32% of portfolio
|
Q3 2025
Added 54.49%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
20,439
shares
|
$1.07 Million
0.05% of portfolio
|
Q4 2025
Added 5.98%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
20,433
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
20,320
shares
|
$1.07 Million
0.26% of portfolio
|
Q2 2025
Reduced 53.58%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
20,276
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
20,229
shares
|
$1.06 Million
0.23% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
20,178
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2023
Reduced 19.39%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
20,167
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
20,161
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2025
Added 22.81%
|
|