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 |
|---|---|---|---|---|---|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
16,225
shares
|
$851,001
0.23% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
16,210
shares
|
$850,214
0.49% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
16,208
shares
|
$850,109
0.15% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
16,122
shares
|
$845,598
0.87% of portfolio
|
Q2 2022
Reduced 24.58%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
16,112
shares
|
$845,074
0.34% of portfolio
|
Q3 2025
Reduced 71.31%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
16,066
shares
|
$842,661
0.05% of portfolio
|
Q3 2025
Added 14.0%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
16,015
shares
|
$839,986
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
16,007
shares
|
$839,567
0.07% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
15,967
shares
|
$837,469
0.46% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
15,816
shares
|
$829,549
0.44% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
15,787
shares
|
$828,028
0.13% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
15,719
shares
|
$824,461
0.09% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
15,680
shares
|
$822,416
0.08% of portfolio
|
Q3 2025
Reduced 13.79%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
15,650
shares
|
$820,842
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
15,509
shares
|
$813,447
0.03% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
15,431
shares
|
$809,355
0.07% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
15,425
shares
|
$809,041
0.16% of portfolio
|
Q4 2025
Reduced 2.22%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
15,420
shares
|
$808,779
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
15,391
shares
|
$807,257
0.71% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 29, 2025 Q3 2025 |
15,386
shares
|
$806,995
0.51% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
15,376
shares
|
$806,471
0.71% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
15,365
shares
|
$805,894
0.0% of portfolio
|
Q2 2025
Reduced 80.54%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 15, 2026 Q4 2025 |
15,347
shares
|
$804,950
0.52% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
15,325
shares
|
$803,796
0.25% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
15,320
shares
|
$803,534
0.1% of portfolio
|
Q3 2025
Added 12.52%
|
|