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 |
|---|---|---|---|---|---|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
9,800
shares
|
$514,010
0.19% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
9,795
shares
|
$513,747
0.37% of portfolio
|
Q3 2025
Added 31.07%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,786
shares
|
$513,275
0.0% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
9,780
shares
|
$512,961
0.12% of portfolio
|
Q4 2025
Reduced 26.24%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
9,779
shares
|
$512,908
0.3% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
9,762
shares
|
$512,016
0.03% of portfolio
|
Q4 2025
Reduced 2.01%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
9,740
shares
|
$510,863
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,730
shares
|
$510,338
0.01% of portfolio
|
Q3 2025
Added 26.15%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
9,670
shares
|
$507,191
0.2% of portfolio
|
Q3 2025
Reduced 84.4%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
9,640
shares
|
$505,618
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
9,634
shares
|
$505,303
0.02% of portfolio
|
Q3 2025
Added 23.85%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
9,603
shares
|
$503,677
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
9,587
shares
|
$502,838
0.18% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
9,560
shares
|
$501,422
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
9,559
shares
|
$501,369
0.44% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
9,553
shares
|
$501,054
0.0% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
9,540
shares
|
$500,373
0.01% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Youngs Advisory Group, Inc.
|
Jan 14, 2026 Q4 2025 |
9,529
shares
|
$499,796
0.17% of portfolio
|
Q4 2025
Added 0.79%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
9,524
shares
|
$499,533
0.01% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
9,521
shares
|
$499,376
0.15% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
9,510
shares
|
$498,799
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
9,500
shares
|
$498,275
0.13% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
9,484
shares
|
$497,435
0.18% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
9,458
shares
|
$496,072
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
9,446
shares
|
$495,442
0.2% of portfolio
|
Q3 2025
New holding
|
|