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 |
|---|---|---|---|---|---|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
8,000
shares
|
$419,600
0.14% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
7,993
shares
|
$419,232
0.09% of portfolio
|
Q4 2025
Reduced 11.67%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
7,986
shares
|
$418,865
0.01% of portfolio
|
Q4 2025
Added 7.37%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
7,943
shares
|
$416,610
0.05% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
7,909
shares
|
$414,827
0.11% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
7,894
shares
|
$414,040
0.04% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
7,875
shares
|
$413,043
0.1% of portfolio
|
Q3 2025
Reduced 12.42%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
7,866
shares
|
$412,571
0.25% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,847
shares
|
$411,575
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
7,843
shares
|
$411,365
0.03% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
7,833
shares
|
$410,840
0.02% of portfolio
|
Q4 2025
Reduced 91.86%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
7,828
shares
|
$410,578
0.17% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,824
shares
|
$410,368
0.02% of portfolio
|
Q3 2023
Reduced 25.93%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
7,816
shares
|
$409,949
0.17% of portfolio
|
Q1 2023
Reduced 8.63%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
7,803
shares
|
$409,267
0.06% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
7,770
shares
|
$407,536
0.3% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
7,750
shares
|
$406,487
0.1% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 14, 2025 Q3 2025 |
7,740
shares
|
$405,963
0.22% of portfolio
|
Q4 2023
Reduced 25.38%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
7,736
shares
|
$405,753
0.01% of portfolio
|
Q3 2025
Added 13.12%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
7,720
shares
|
$404,914
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
7,713
shares
|
$404,546
0.08% of portfolio
|
Q4 2025
Added 20.84%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
7,705
shares
|
$404,127
0.27% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
7,682
shares
|
$402,920
0.15% of portfolio
|
Q4 2025
Added 6.22%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7,679
shares
|
$402,763
0.03% of portfolio
|
Q3 2025
Added 68.73%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
7,674
shares
|
$402,501
0.02% of portfolio
|
Q2 2025
New holding
|
|