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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
11,692
shares
|
$613,245
0.01% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
11,657
shares
|
$611,409
0.42% of portfolio
|
Q3 2025
Reduced 19.13%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
11,646
shares
|
$610,832
0.05% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
11,546
shares
|
$605,587
0.18% of portfolio
|
Q3 2025
Added 55.4%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
11,403
shares
|
$598,087
0.35% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 06, 2026 Q4 2025 |
11,382
shares
|
$596,985
0.03% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
11,355
shares
|
$595,569
0.36% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
11,352
shares
|
$595,412
0.1% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
11,309
shares
|
$593,157
0.44% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
11,269
shares
|
$591,059
0.1% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
11,269
shares
|
$591,059
0.13% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Elevatus Welath Management
Victor, NY |
Jan 14, 2026 Q4 2025 |
11,257
shares
|
$590,429
0.17% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
11,248
shares
|
$589,957
0.02% of portfolio
|
Q2 2025
Reduced 41.41%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
11,225
shares
|
$588,751
0.09% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,213
shares
|
$588,121
0.19% of portfolio
|
Q3 2025
Added 17.68%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
11,207
shares
|
$587,807
0.11% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
11,196
shares
|
$587,230
0.17% of portfolio
|
Q4 2025
Reduced 1.76%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
11,195
shares
|
$587,177
0.5% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
11,191
shares
|
$586,967
0.07% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
11,150
shares
|
$584,817
0.01% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Blue Door Asset Management, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
11,100
shares
|
$582,195
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
11,042
shares
|
$579,152
0.16% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
10,955
shares
|
$574,589
0.07% of portfolio
|
Q3 2025
Added 20.34%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
10,935
shares
|
$573,540
0.17% of portfolio
|
Q3 2025
Reduced 13.34%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
10,931
shares
|
$573,330
0.12% of portfolio
|
Q2 2025
Reduced 0.16%
|
|