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 |
|---|---|---|---|---|---|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
13,889
shares
|
$728,478
0.25% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
13,886
shares
|
$728,320
0.06% of portfolio
|
Q2 2025
Reduced 97.8%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
13,873
shares
|
$727,638
0.01% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
13,848
shares
|
$726,327
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
13,833
shares
|
$725,540
0.39% of portfolio
|
Q4 2025
Added 1.38%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
13,770
shares
|
$722,236
0.01% of portfolio
|
Q3 2025
Added 25.43%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
13,761
shares
|
$721,764
0.03% of portfolio
|
Q3 2025
Reduced 33.13%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
13,723
shares
|
$719,771
0.22% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
13,717
shares
|
$719,456
0.05% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jan 12, 2026 Q4 2025 |
13,680
shares
|
$717,516
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
13,661
shares
|
$716,519
0.05% of portfolio
|
Q4 2025
Added 1.42%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
13,656
shares
|
$716,257
0.02% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
13,634
shares
|
$715,103
0.05% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
13,544
shares
|
$710,382
0.75% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
13,525
shares
|
$709,386
0.31% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
13,459
shares
|
$705,924
0.24% of portfolio
|
Q3 2025
Reduced 11.33%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
13,453
shares
|
$705,609
0.08% of portfolio
|
Q3 2025
Reduced 11.55%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
13,407
shares
|
$703,197
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
13,406
shares
|
$703,144
0.13% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
13,400
shares
|
$702,830
0.35% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
13,327
shares
|
$699,001
0.0% of portfolio
|
Q3 2025
Added 32.2%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
13,314
shares
|
$698,319
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
13,306
shares
|
$697,899
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
13,288
shares
|
$696,955
0.3% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
13,281
shares
|
$696,588
0.09% of portfolio
|
Q3 2023
Reduced 0.36%
|
|