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 |
|---|---|---|---|---|---|
|
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
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
5,655
shares
|
$296,604
0.17% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
5,649
shares
|
$296,290
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,641
shares
|
$295,870
0.07% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
5,629
shares
|
$295,241
0.09% of portfolio
|
Q3 2025
Reduced 29.71%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
5,620
shares
|
$294,769
0.02% of portfolio
|
Q4 2025
Added 7.7%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
5,600
shares
|
$293,720
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
5,594
shares
|
$293,405
0.02% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
5,585
shares
|
$292,933
0.03% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
5,581
shares
|
$292,723
0.03% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,577
shares
|
$292,513
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
5,541
shares
|
$290,625
0.09% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
5,538
shares
|
$290,468
0.0% of portfolio
|
Q3 2025
Reduced 78.4%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
5,528
shares
|
$289,943
0.29% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
5,490
shares
|
$287,950
0.12% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Pictet North America Advisors Sa
|
Oct 21, 2025 Q3 2025 |
5,467
shares
|
$286,744
0.03% of portfolio
|
Q3 2025
Reduced 60.85%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
5,455
shares
|
$286,114
0.35% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
5,450
shares
|
$285,852
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
5,418
shares
|
$284,174
0.11% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Nov 04, 2025 Q3 2025 |
5,415
shares
|
$284,016
1.36% of portfolio
|
Q3 2025
Reduced 90.94%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
5,407
shares
|
$283,597
0.04% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
5,396
shares
|
$283,020
0.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,366
shares
|
$281,446
0.03% of portfolio
|
Q3 2025
Added 16.17%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,346
shares
|
$280,397
0.08% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
5,343
shares
|
$280,240
0.01% of portfolio
|
Q3 2025
Added 4.09%
|
|