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 |
|---|---|---|---|---|---|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
12,552
shares
|
$658,352
0.27% of portfolio
|
Q3 2025
Reduced 16.04%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
12,540
shares
|
$657,723
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
12,533
shares
|
$657,355
0.05% of portfolio
|
Q3 2025
Added 21.9%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
12,520
shares
|
$656,674
0.03% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
12,519
shares
|
$656,621
0.04% of portfolio
|
Q4 2025
Added 1.9%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
12,426
shares
|
$651,743
0.0% of portfolio
|
Q3 2025
Reduced 99.36%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
12,420
shares
|
$651,429
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
12,406
shares
|
$650,694
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
12,391
shares
|
$649,907
0.09% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
12,381
shares
|
$649,383
0.0% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
12,330
shares
|
$646,708
0.02% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
12,279
shares
|
$644,033
0.06% of portfolio
|
Q2 2024
Reduced 94.16%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
12,248
shares
|
$642,407
0.02% of portfolio
|
Q3 2025
Added 118.99%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,212
shares
|
$640,519
0.1% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
12,206
shares
|
$640,204
0.38% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
12,200
shares
|
$639,890
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
12,193
shares
|
$639,522
0.12% of portfolio
|
Q3 2025
Added 26.64%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
12,172
shares
|
$638,421
0.5% of portfolio
|
Q3 2025
Reduced 33.62%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
12,159
shares
|
$637,739
0.08% of portfolio
|
Q4 2025
Added 3.6%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
12,158
shares
|
$637,687
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
12,154
shares
|
$637,477
0.13% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
12,144
shares
|
$636,952
0.03% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
12,105
shares
|
$634,907
0.06% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
12,105
shares
|
$634,907
0.35% of portfolio
|
Q3 2025
Added 25.38%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
12,097
shares
|
$634,487
0.04% of portfolio
|
Q2 2025
Added 2.76%
|
|