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 |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
20,078
shares
|
$1.05 Million
0.31% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
20,061
shares
|
$1.05 Million
0.59% of portfolio
|
Q4 2025
Reduced 2.39%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
20,038
shares
|
$1.05 Million
0.22% of portfolio
|
Q3 2025
Added 38.57%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
19,997
shares
|
$1.05 Million
0.08% of portfolio
|
Q2 2024
Reduced 15.35%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 12, 2026 Q4 2025 |
19,997
shares
|
$1.05 Million
0.8% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
19,965
shares
|
$1.05 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
19,955
shares
|
$1.05 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
19,934
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2026 Q4 2025 |
19,932
shares
|
$1.05 Million
0.68% of portfolio
|
Q4 2025
Reduced 7.55%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
19,889
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
19,679
shares
|
$1.03 Million
0.53% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
19,677
shares
|
$1.03 Million
0.13% of portfolio
|
Q4 2025
Added 2.64%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
19,672
shares
|
$1.03 Million
0.51% of portfolio
|
Q3 2025
Added 77.21%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
19,623
shares
|
$1.03 Million
0.94% of portfolio
|
Q3 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
19,620
shares
|
$1.03 Million
0.17% of portfolio
|
Q3 2025
Added 11.74%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
19,609
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2023
Added 18.34%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
19,604
shares
|
$1.03 Million
0.18% of portfolio
|
Q3 2025
Reduced 24.47%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
19,599
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
19,546
shares
|
$1.03 Million
0.14% of portfolio
|
Q3 2022
Added 3.82%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
19,432
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2025
Reduced 59.3%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
19,402
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
19,322
shares
|
$1.01 Million
1.06% of portfolio
|
Q4 2025
Reduced 3.76%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
19,264
shares
|
$1.01 Million
1.43% of portfolio
|
Q3 2022
Reduced 14.72%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
19,242
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
19,235
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 36.11%
|
|