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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
10,215
shares
|
$535,776
0.55% of portfolio
|
Q4 2023
Reduced 0.67%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
10,200
shares
|
$534,990
0.35% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
10,178
shares
|
$533,836
0.02% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2025 Q3 2025 |
10,168
shares
|
$533,311
0.1% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
10,166
shares
|
$533,206
0.06% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Ferguson Shapiro LLC
|
Nov 10, 2025 Q3 2025 |
10,159
shares
|
$532,839
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
10,151
shares
|
$532,419
0.13% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,138
shares
|
$531,738
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
10,043
shares
|
$526,755
0.37% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
10,035
shares
|
$526,335
0.17% of portfolio
|
Q3 2023
Reduced 4.43%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
10,029
shares
|
$526,021
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
10,018
shares
|
$525,444
0.01% of portfolio
|
Q3 2025
Reduced 34.45%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
10,010
shares
|
$525,024
0.07% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
10,000
shares
|
$524,500
0.99% of portfolio
|
Q3 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$524,500
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$524,500
0.08% of portfolio
|
Q3 2021
Reduced 1.96%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$524,500
0.26% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
10,000
shares
|
$524,500
0.05% of portfolio
|
Q2 2023
Reduced 31.97%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
9,987
shares
|
$523,818
0.06% of portfolio
|
Q3 2025
Added 121.98%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
9,956
shares
|
$522,192
0.04% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
9,904
shares
|
$519,464
0.04% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,853
shares
|
$516,789
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
9,815
shares
|
$514,796
0.34% of portfolio
|
Q4 2025
Added 49.44%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
9,800
shares
|
$514,010
0.19% of portfolio
|
Q2 2025
Reduced 8.41%
|
|