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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,300
shares
|
$330,435
0.07% of portfolio
|
Q1 2022
Added 20.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
6,296
shares
|
$330,225
0.03% of portfolio
|
Q2 2025
Reduced 21.5%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
6,258
shares
|
$328,232
0.06% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
6,240
shares
|
$327,288
0.01% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,233
shares
|
$326,920
0.16% of portfolio
|
Q2 2024
Reduced 64.55%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
6,228
shares
|
$326,658
0.02% of portfolio
|
Q4 2025
Reduced 2.04%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
6,215
shares
|
$325,976
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
6,212
shares
|
$325,819
0.03% of portfolio
|
Q4 2025
Added 21.02%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
6,188
shares
|
$324,560
0.16% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
6,175
shares
|
$323,878
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
6,151
shares
|
$322,619
0.12% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
6,149
shares
|
$322,515
0.02% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Nov 07, 2025 Q3 2025 |
6,122
shares
|
$321,098
0.22% of portfolio
|
Q3 2025
Reduced 16.29%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
6,113
shares
|
$320,626
0.21% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
6,100
shares
|
$319,945
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
6,097
shares
|
$319,787
0.06% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
6,095
shares
|
$319,682
0.03% of portfolio
|
Q2 2025
Reduced 19.93%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
6,071
shares
|
$318,423
0.12% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
6,069
shares
|
$318,319
0.08% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
6,065
shares
|
$318,109
0.28% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
6,051
shares
|
$317,374
0.04% of portfolio
|
Q3 2025
Reduced 48.21%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
6,028
shares
|
$316,168
0.03% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
6,000
shares
|
$314,700
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
5,995
shares
|
$314,437
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,976
shares
|
$313,441
0.03% of portfolio
|
Q2 2025
Added 1.88%
|
|