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 |
|---|---|---|---|---|---|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
13,265
shares
|
$695,749
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
13,257
shares
|
$695,329
0.29% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
13,253
shares
|
$695,119
0.18% of portfolio
|
Q4 2025
Added 32.05%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
13,225
shares
|
$693,651
0.34% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Xy Capital LTD
Central, K3 |
Nov 13, 2025 Q3 2025 |
13,185
shares
|
$691,553
0.37% of portfolio
|
Q3 2025
Added 135.91%
|
|
|
Morangie Management LLC
New York, NY |
Oct 03, 2025 Q3 2025 |
13,181
shares
|
$691,343
0.61% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
13,171
shares
|
$690,818
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
13,164
shares
|
$690,451
0.07% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
13,157
shares
|
$690,084
0.14% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
13,113
shares
|
$687,776
0.21% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
13,113
shares
|
$687,776
0.16% of portfolio
|
Q4 2025
Added 4.53%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
13,077
shares
|
$685,888
0.12% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
12,988
shares
|
$681,220
0.17% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
12,987
shares
|
$681,168
0.04% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
12,978
shares
|
$680,696
0.47% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
12,969
shares
|
$680,224
0.48% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
12,858
shares
|
$674,402
0.01% of portfolio
|
Q4 2025
Reduced 28.28%
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
12,840
shares
|
$673,458
0.4% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
12,769
shares
|
$669,734
0.02% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
12,757
shares
|
$669,104
0.29% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
12,688
shares
|
$665,485
0.05% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
12,662
shares
|
$664,121
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
12,642
shares
|
$663,072
0.18% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
12,642
shares
|
$663,072
0.17% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
12,640
shares
|
$662,968
0.14% of portfolio
|
Q3 2025
Added 1.61%
|
|