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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,640
shares
|
$400,718
0.1% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
7,638
shares
|
$400,613
0.09% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
7,628
shares
|
$400,088
0.07% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
7,617
shares
|
$399,511
0.02% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
7,610
shares
|
$399,144
0.05% of portfolio
|
Q3 2025
Added 24.94%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
7,610
shares
|
$399,144
0.24% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
7,601
shares
|
$398,672
0.01% of portfolio
|
Q4 2025
Added 9.65%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
7,600
shares
|
$398,620
0.01% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
7,589
shares
|
$398,043
0.06% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
7,588
shares
|
$397,990
0.17% of portfolio
|
Q2 2022
Reduced 6.27%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
7,587
shares
|
$397,938
0.13% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
7,586
shares
|
$397,885
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
7,569
shares
|
$396,994
0.07% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,562
shares
|
$396,626
0.02% of portfolio
|
Q2 2022
Reduced 6.03%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
7,561
shares
|
$396,574
0.11% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
7,553
shares
|
$396,154
0.01% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
7,538
shares
|
$395,368
0.05% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
7,517
shares
|
$394,266
0.02% of portfolio
|
Q3 2025
Added 19.05%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
7,516
shares
|
$394,214
0.01% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
7,509
shares
|
$393,847
0.19% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
7,486
shares
|
$392,640
0.36% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
7,411
shares
|
$388,706
0.16% of portfolio
|
Q3 2025
Added 70.76%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
7,404
shares
|
$388,339
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
7,403
shares
|
$388,287
0.06% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
7,375
shares
|
$386,818
0.03% of portfolio
|
Q3 2025
Reduced 1.75%
|
|