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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,958
shares
|
$364,947
0.14% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
6,955
shares
|
$364,789
0.29% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
6,949
shares
|
$364,475
0.05% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
6,949
shares
|
$364,475
0.05% of portfolio
|
Q3 2025
Reduced 43.17%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
6,932
shares
|
$363,583
0.01% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
6,896
shares
|
$361,695
0.02% of portfolio
|
Q3 2025
Reduced 70.17%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
6,890
shares
|
$361,380
0.13% of portfolio
|
Q4 2024
Reduced 27.29%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
6,886
shares
|
$361,170
0.3% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
6,881
shares
|
$360,908
0.07% of portfolio
|
Q2 2025
Reduced 33.72%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,847
shares
|
$359,125
0.01% of portfolio
|
Q1 2024
Reduced 46.49%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
6,822
shares
|
$357,813
0.18% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
6,818
shares
|
$357,604
0.12% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
6,817
shares
|
$357,551
0.13% of portfolio
|
Q3 2025
Reduced 11.85%
|
|
|
In Track Investment Management Inc
|
Jan 14, 2026 Q4 2025 |
6,808
shares
|
$357,079
0.23% of portfolio
|
Q4 2025
Added 6.36%
|
|
|
Iyo Bank, Ltd.
|
Nov 10, 2025 Q3 2025 |
6,797
shares
|
$356,502
0.14% of portfolio
|
Q3 2025
Reduced 66.66%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
6,797
shares
|
$356,502
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
6,790
shares
|
$356,135
0.09% of portfolio
|
Q3 2025
Reduced 64.97%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,741
shares
|
$353,565
0.11% of portfolio
|
Q2 2022
Added 4.09%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
6,726
shares
|
$352,778
0.08% of portfolio
|
Q1 2024
Added 1.82%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
6,709
shares
|
$351,887
0.18% of portfolio
|
Q2 2024
Added 7.71%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
6,704
shares
|
$351,624
0.02% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
6,702
shares
|
$351,519
0.13% of portfolio
|
Q3 2025
Reduced 37.38%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
6,690
shares
|
$350,890
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
6,690
shares
|
$350,890
0.27% of portfolio
|
Q4 2025
Reduced 25.15%
|
|