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 |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
16,909
shares
|
$886,877
0.04% of portfolio
|
Q3 2023
Reduced 3.67%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
16,898
shares
|
$886,300
0.03% of portfolio
|
Q4 2025
Added 3.8%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
16,892
shares
|
$885,985
0.33% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
16,860
shares
|
$884,307
0.41% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
16,825
shares
|
$882,471
0.21% of portfolio
|
Q3 2025
Reduced 28.28%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
16,767
shares
|
$879,429
0.34% of portfolio
|
Q3 2025
Added 76.61%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
16,756
shares
|
$878,852
0.01% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
16,740
shares
|
$878,013
0.03% of portfolio
|
Q2 2025
Reduced 12.84%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
16,732
shares
|
$877,593
0.09% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
16,724
shares
|
$877,173
0.06% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
16,720
shares
|
$876,964
0.3% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
16,701
shares
|
$875,967
0.05% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
16,650
shares
|
$873,292
0.62% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
16,534
shares
|
$867,208
0.25% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
16,507
shares
|
$865,792
0.31% of portfolio
|
Q4 2025
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
16,475
shares
|
$864,113
0.58% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
16,441
shares
|
$862,330
0.11% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Nov 13, 2025 Q3 2025 |
16,400
shares
|
$860,180
1.23% of portfolio
|
Q3 2025
Reduced 82.44%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
16,360
shares
|
$858,082
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
16,322
shares
|
$856,088
0.04% of portfolio
|
Q2 2024
Added 6.81%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
16,320
shares
|
$855,984
0.03% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
16,309
shares
|
$855,407
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
16,276
shares
|
$853,676
0.16% of portfolio
|
Q3 2025
Added 24.1%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
16,261
shares
|
$852,889
0.5% of portfolio
|
Q1 2025
Reduced 20.14%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
16,256
shares
|
$852,627
0.04% of portfolio
|
Q3 2025
Reduced 29.66%
|
|