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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
12,097
shares
|
$634,487
0.04% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
12,032
shares
|
$631,078
0.31% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
12,022
shares
|
$630,553
0.01% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
12,000
shares
|
$629,400
0.4% of portfolio
|
Q3 2023
Reduced 1.61%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
11,993
shares
|
$629,032
0.16% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
11,984
shares
|
$628,560
0.16% of portfolio
|
Q4 2025
Added 0.84%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
11,969
shares
|
$627,774
0.02% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
11,965
shares
|
$627,564
0.3% of portfolio
|
Q3 2025
Reduced 31.37%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
11,950
shares
|
$626,777
0.2% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
11,945
shares
|
$626,515
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
11,930
shares
|
$625,728
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
11,907
shares
|
$624,522
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
11,893
shares
|
$623,787
0.44% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
11,892
shares
|
$623,735
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
11,883
shares
|
$623,263
0.18% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
11,872
shares
|
$622,686
0.19% of portfolio
|
Q3 2025
Reduced 52.11%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
11,847
shares
|
$621,375
0.19% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
11,833
shares
|
$620,640
0.07% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
11,818
shares
|
$619,854
0.02% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
11,809
shares
|
$619,382
0.12% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
11,809
shares
|
$619,382
0.47% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,796
shares
|
$618,700
0.1% of portfolio
|
Q2 2023
Reduced 1.24%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
11,754
shares
|
$616,497
0.37% of portfolio
|
Q4 2025
Added 13.4%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
11,753
shares
|
$616,444
0.51% of portfolio
|
Q3 2025
Reduced 17.72%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
11,708
shares
|
$614,084
0.17% of portfolio
|
Q4 2025
Reduced 0.78%
|
|