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 |
|---|---|---|---|---|---|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
9,431
shares
|
$494,655
0.13% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
9,373
shares
|
$491,613
0.01% of portfolio
|
Q3 2025
Reduced 18.16%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
9,350
shares
|
$490,407
0.45% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
9,298
shares
|
$487,680
0.09% of portfolio
|
Q2 2025
Added 52.43%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
9,295
shares
|
$487,522
0.31% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
9,265
shares
|
$485,949
0.09% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
9,258
shares
|
$485,582
0.04% of portfolio
|
Q3 2025
Reduced 45.97%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
9,225
shares
|
$483,851
0.11% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
9,199
shares
|
$482,487
0.01% of portfolio
|
Q4 2025
Added 5.93%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
9,192
shares
|
$482,120
0.14% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
9,160
shares
|
$480,442
0.02% of portfolio
|
Q3 2025
Added 57.77%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
9,154
shares
|
$480,127
0.03% of portfolio
|
Q3 2025
Added 29.0%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
9,137
shares
|
$479,235
0.12% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
9,100
shares
|
$477,295
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
9,042
shares
|
$474,252
0.07% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
9,037
shares
|
$473,990
0.1% of portfolio
|
Q4 2025
Added 94.76%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
9,004
shares
|
$472,259
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
8,989
shares
|
$471,473
0.12% of portfolio
|
Q4 2025
Added 24.11%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
8,986
shares
|
$471,315
0.02% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
8,955
shares
|
$469,689
0.09% of portfolio
|
Q1 2025
Added 24.98%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,936
shares
|
$468,693
0.22% of portfolio
|
Q2 2024
Reduced 19.69%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
8,876
shares
|
$465,546
0.16% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
8,872
shares
|
$465,336
0.31% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
8,868
shares
|
$465,126
0.03% of portfolio
|
Q3 2023
Reduced 5.26%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
8,858
shares
|
$464,602
0.34% of portfolio
|
Q3 2025
Added 12.83%
|
|