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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
15,284
shares
|
$801,645
0.15% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
15,143
shares
|
$794,250
0.12% of portfolio
|
Q3 2023
Added 4.43%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
15,121
shares
|
$793,096
0.04% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
14,956
shares
|
$784,442
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
14,893
shares
|
$781,137
0.6% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
14,886
shares
|
$780,770
0.17% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jan 12, 2026 Q4 2025 |
14,879
shares
|
$780,403
0.62% of portfolio
|
Q4 2025
Added 5.11%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
14,844
shares
|
$778,567
0.47% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
14,822
shares
|
$777,413
0.31% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
14,810
shares
|
$776,784
0.08% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
14,799
shares
|
$776,207
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
14,676
shares
|
$769,756
0.01% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
14,674
shares
|
$769,651
0.01% of portfolio
|
Q4 2025
Reduced 41.89%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
14,657
shares
|
$768,759
0.02% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
14,643
shares
|
$768,025
0.04% of portfolio
|
Q4 2025
Reduced 4.21%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
14,575
shares
|
$764,458
0.23% of portfolio
|
Q4 2025
Added 18.98%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
14,546
shares
|
$762,937
0.4% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
14,546
shares
|
$762,937
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
14,522
shares
|
$761,678
0.61% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
14,521
shares
|
$761,626
0.08% of portfolio
|
Q3 2025
Added 102.27%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
14,516
shares
|
$761,364
0.09% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
14,498
shares
|
$760,420
0.04% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Dec 01, 2025 Q3 2025 |
14,480
shares
|
$759,476
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
14,439
shares
|
$757,325
0.41% of portfolio
|
Q2 2025
Reduced 3.25%
|
|