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 764 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 |
|---|---|---|---|---|---|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
10,834
shares
|
$568,243
0.01% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
10,780
shares
|
$565,411
0.07% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
10,759
shares
|
$564,309
0.17% of portfolio
|
Q4 2025
Reduced 10.33%
|
|
|
Rpg Investment Advisory, LLC
|
Oct 23, 2025 Q3 2025 |
10,758
shares
|
$564,257
0.07% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
10,744
shares
|
$563,522
0.02% of portfolio
|
Q4 2025
Added 12.95%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
10,710
shares
|
$561,739
0.06% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
10,653
shares
|
$558,749
0.26% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
10,650
shares
|
$558,592
0.24% of portfolio
|
Q3 2022
Reduced 0.09%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
10,583
shares
|
$555,078
0.41% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,475
shares
|
$549,413
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Braun Stacey Associates Inc
|
Oct 21, 2025 Q3 2025 |
10,439
shares
|
$547,525
0.02% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
10,417
shares
|
$546,371
0.07% of portfolio
|
Q3 2025
Reduced 8.97%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
10,416
shares
|
$546,319
0.43% of portfolio
|
Q3 2025
Reduced 14.06%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,406
shares
|
$545,794
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
10,396
shares
|
$545,270
0.02% of portfolio
|
Q3 2025
Added 73.3%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,380
shares
|
$544,431
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
10,374
shares
|
$544,116
0.12% of portfolio
|
Q2 2025
Reduced 91.01%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
10,374
shares
|
$544,116
0.11% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,322
shares
|
$541,388
0.04% of portfolio
|
Q2 2023
Added 1.2%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
10,278
shares
|
$539,081
0.23% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
10,277
shares
|
$539,028
0.13% of portfolio
|
Q4 2025
Reduced 1.54%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
10,262
shares
|
$538,241
0.14% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
10,248
shares
|
$537,507
0.01% of portfolio
|
Q4 2022
Reduced 22.38%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
10,244
shares
|
$537,297
0.32% of portfolio
|
Q4 2025
Reduced 6.61%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
10,217
shares
|
$535,881
0.24% of portfolio
|
Q1 2025
Reduced 21.67%
|
|