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 |
|---|---|---|---|---|---|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,976
shares
|
$313,441
0.03% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
5,963
shares
|
$312,759
0.02% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
5,937
shares
|
$311,395
0.11% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
5,936
shares
|
$311,343
0.08% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
5,929
shares
|
$310,976
0.01% of portfolio
|
Q3 2025
Reduced 81.14%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
5,906
shares
|
$309,769
0.02% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
5,895
shares
|
$309,192
0.07% of portfolio
|
Q3 2025
Added 36.68%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
5,891
shares
|
$308,982
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
5,876
shares
|
$308,196
0.09% of portfolio
|
Q4 2025
Reduced 96.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
5,860
shares
|
$307,357
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
5,840
shares
|
$306,308
0.18% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
5,829
shares
|
$305,731
0.13% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
5,816
shares
|
$305,049
0.14% of portfolio
|
Q3 2025
Reduced 19.76%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
5,791
shares
|
$303,737
0.23% of portfolio
|
Q3 2025
Added 35.05%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
5,765
shares
|
$302,374
0.03% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
5,764
shares
|
$302,321
0.03% of portfolio
|
Q3 2025
Reduced 26.28%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
5,755
shares
|
$301,849
0.08% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
5,750
shares
|
$301,587
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
5,749
shares
|
$301,535
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
5,727
shares
|
$300,381
0.05% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
5,724
shares
|
$300,223
0.24% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
5,700
shares
|
$298,965
0.03% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
5,695
shares
|
$298,702
0.01% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
5,684
shares
|
$298,125
0.07% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 06, 2025 Q3 2025 |
5,665
shares
|
$297,129
0.04% of portfolio
|
Q4 2023
New holding
|
|