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 |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
19,206
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Reduced 21.29%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
19,143
shares
|
$1 Million
0.1% of portfolio
|
Q4 2025
Added 18.29%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
19,081
shares
|
$1 Million
0.06% of portfolio
|
Q3 2022
Added 4.05%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
18,961
shares
|
$994,504
0.36% of portfolio
|
Q1 2025
Added 151.31%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
18,856
shares
|
$988,997
0.45% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
18,840
shares
|
$988,158
0.52% of portfolio
|
Q3 2025
Reduced 39.49%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
18,815
shares
|
$986,846
0.15% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
18,623
shares
|
$976,776
0.37% of portfolio
|
Q2 2023
Added 17.92%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
18,618
shares
|
$976,514
0.01% of portfolio
|
Q2 2025
Reduced 22.39%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
18,598
shares
|
$975,465
0.08% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
18,552
shares
|
$973,052
0.16% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
18,511
shares
|
$970,901
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
18,495
shares
|
$970,062
0.15% of portfolio
|
Q3 2025
Reduced 30.76%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
18,403
shares
|
$965,237
0.08% of portfolio
|
Q3 2025
Added 96.42%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
18,356
shares
|
$962,772
0.08% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
18,274
shares
|
$958,471
0.01% of portfolio
|
Q3 2025
Reduced 34.24%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
18,268
shares
|
$958,156
0.32% of portfolio
|
Q3 2025
Added 157.51%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
18,256
shares
|
$957,527
0.02% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
18,251
shares
|
$957,264
0.05% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
18,239
shares
|
$956,635
0.0% of portfolio
|
Q3 2022
Reduced 71.34%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
18,190
shares
|
$954,065
0.28% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,162
shares
|
$952,596
0.04% of portfolio
|
Q2 2022
Reduced 25.26%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
18,138
shares
|
$951,338
0.35% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 16, 2026 Q4 2025 |
18,052
shares
|
$946,827
0.56% of portfolio
|
Q4 2025
Reduced 0.06%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
17,876
shares
|
$937,596
0.1% of portfolio
|
Q3 2025
Reduced 3.72%
|
|