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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
6,660
shares
|
$349,317
0.44% of portfolio
|
Q3 2025
Reduced 47.81%
|
|
|
Delta Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
6,650
shares
|
$348,792
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
6,629
shares
|
$347,691
0.1% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,624
shares
|
$347,428
0.02% of portfolio
|
Q4 2022
Reduced 14.73%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
6,609
shares
|
$346,642
0.09% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
6,585
shares
|
$345,383
0.17% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
6,582
shares
|
$345,225
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
6,582
shares
|
$345,225
0.05% of portfolio
|
Q3 2025
Reduced 14.15%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
6,577
shares
|
$344,963
0.05% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
6,576
shares
|
$344,911
0.19% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
6,550
shares
|
$343,547
0.06% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
6,537
shares
|
$342,865
0.15% of portfolio
|
Q4 2025
Added 2.93%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
6,513
shares
|
$341,606
0.25% of portfolio
|
Q3 2025
Added 35.35%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
6,498
shares
|
$340,820
0.03% of portfolio
|
Q4 2025
Added 6.66%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
6,438
shares
|
$337,673
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,416
shares
|
$336,519
0.02% of portfolio
|
Q2 2023
Added 1.83%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
6,415
shares
|
$336,466
0.03% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
6,415
shares
|
$336,466
0.27% of portfolio
|
Q3 2025
Added 21.91%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
6,411
shares
|
$336,256
0.18% of portfolio
|
Q3 2025
Added 44.85%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
6,405
shares
|
$335,942
0.06% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
6,400
shares
|
$335,680
0.13% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
6,387
shares
|
$334,998
0.08% of portfolio
|
Q3 2025
Reduced 12.59%
|
|
|
Holland Advisory Services, Inc.
|
Jan 12, 2026 Q4 2025 |
6,370
shares
|
$334,106
0.46% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
6,369
shares
|
$334,054
0.03% of portfolio
|
Q4 2025
Reduced 13.83%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
6,357
shares
|
$333,424
0.06% of portfolio
|
Q3 2025
Reduced 3.33%
|
|