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 |
|---|---|---|---|---|---|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
17,811
shares
|
$934,186
0.17% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
17,801
shares
|
$933,662
0.52% of portfolio
|
Q3 2025
Reduced 57.79%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
17,801
shares
|
$933,662
0.95% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
17,788
shares
|
$932,980
0.08% of portfolio
|
Q3 2025
Added 12.68%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
17,595
shares
|
$922,857
0.04% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
17,568
shares
|
$921,441
0.41% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
17,547
shares
|
$920,340
0.25% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
17,512
shares
|
$918,504
0.17% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
17,509
shares
|
$918,347
0.65% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
17,474
shares
|
$916,511
0.06% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
17,459
shares
|
$915,724
0.08% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
17,398
shares
|
$912,525
0.15% of portfolio
|
Q3 2023
Added 0.46%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Oct 28, 2025 Q3 2025 |
17,370
shares
|
$911,056
0.53% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
17,288
shares
|
$906,755
0.04% of portfolio
|
Q4 2025
Reduced 5.1%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
17,195
shares
|
$901,877
0.09% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
17,162
shares
|
$900,146
0.15% of portfolio
|
Q3 2025
Reduced 70.37%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
17,160
shares
|
$900,042
0.04% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
17,152
shares
|
$899,622
0.01% of portfolio
|
Q2 2025
Added 97.17%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
17,148
shares
|
$899,412
0.21% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
17,066
shares
|
$895,111
0.23% of portfolio
|
Q3 2025
Reduced 14.76%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
17,030
shares
|
$893,223
0.07% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
17,026
shares
|
$893,013
0.61% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
16,933
shares
|
$888,135
0.43% of portfolio
|
Q3 2025
Reduced 62.84%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
16,915
shares
|
$887,191
0.02% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
16,914
shares
|
$887,139
0.19% of portfolio
|
Q3 2025
Reduced 1.1%
|
|