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 |
|---|---|---|---|---|---|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
7,300
shares
|
$382,885
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
7,298
shares
|
$382,780
0.07% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,253
shares
|
$380,419
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
7,236
shares
|
$379,528
0.12% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
7,226
shares
|
$379,003
0.11% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,211
shares
|
$378,216
0.04% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
7,207
shares
|
$378,007
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
7,188
shares
|
$377,010
0.04% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
7,183
shares
|
$376,748
0.15% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
7,174
shares
|
$376,276
0.05% of portfolio
|
Q3 2025
Added 22.09%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
7,172
shares
|
$376,171
0.05% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
7,146
shares
|
$374,807
0.2% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
7,135
shares
|
$374,230
0.06% of portfolio
|
Q3 2025
Reduced 45.81%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
7,134
shares
|
$374,178
0.02% of portfolio
|
Q3 2025
Added 21.37%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
7,077
shares
|
$371,188
0.25% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 14, 2026 Q4 2025 |
7,065
shares
|
$370,559
0.02% of portfolio
|
Q4 2025
Added 14.64%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
7,064
shares
|
$370,506
0.12% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
7,058
shares
|
$370,192
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
7,022
shares
|
$368,303
0.13% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
7,022
shares
|
$368,303
0.29% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
7,014
shares
|
$367,884
0.01% of portfolio
|
Q3 2025
Added 35.17%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
7,008
shares
|
$367,569
0.2% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
6,994
shares
|
$366,835
0.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
6,985
shares
|
$366,363
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
6,980
shares
|
$366,101
0.02% of portfolio
|
Q3 2025
Added 132.67%
|
|