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 $40.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
8,417
shares
|
$441,471
0.15% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,401
shares
|
$440,632
0.11% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
8,374
shares
|
$439,216
0.03% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
8,366
shares
|
$438,796
0.07% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
8,356
shares
|
$438,272
0.01% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
8,341
shares
|
$437,485
0.02% of portfolio
|
Q3 2025
Added 37.07%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
8,335
shares
|
$437,170
0.04% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
8,321
shares
|
$436,436
0.18% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
8,311
shares
|
$435,911
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jan 06, 2026 Q4 2025 |
8,305
shares
|
$435,597
0.3% of portfolio
|
Q4 2025
Added 1.8%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
8,287
shares
|
$434,653
0.05% of portfolio
|
Q4 2025
Reduced 5.69%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,232
shares
|
$431,768
0.04% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
8,211
shares
|
$430,666
0.29% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
8,209
shares
|
$430,562
0.07% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
8,202
shares
|
$430,194
0.12% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
8,199
shares
|
$430,037
0.02% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 14, 2025 Q3 2025 |
8,189
shares
|
$429,513
0.39% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2025 Q3 2025 |
8,183
shares
|
$429,198
0.33% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
8,176
shares
|
$428,831
0.07% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,169
shares
|
$428,464
0.1% of portfolio
|
Q2 2022
Added 54.02%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
8,138
shares
|
$426,838
0.03% of portfolio
|
Q4 2025
Added 15.61%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 12, 2026 Q4 2025 |
8,125
shares
|
$426,156
0.19% of portfolio
|
Q4 2025
Added 25.0%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
8,064
shares
|
$422,956
0.28% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
8,023
shares
|
$420,806
0.05% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
8,000
shares
|
$419,600
0.14% of portfolio
|
Q3 2025
Reduced 0.36%
|
|