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 |
|---|---|---|---|---|---|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
5,330
shares
|
$279,558
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Jan 09, 2026 Q4 2025 |
5,305
shares
|
$278,247
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
5,289
shares
|
$277,408
0.04% of portfolio
|
Q3 2025
Reduced 15.1%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,273
shares
|
$276,568
0.01% of portfolio
|
Q1 2024
Reduced 27.0%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
5,264
shares
|
$276,096
0.22% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
5,252
shares
|
$275,467
0.07% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
5,250
shares
|
$275,362
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
5,239
shares
|
$274,785
0.14% of portfolio
|
Q1 2023
Reduced 1.39%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
5,228
shares
|
$274,208
0.12% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
5,227
shares
|
$274,156
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
5,212
shares
|
$273,369
0.09% of portfolio
|
Q4 2025
Added 12.89%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
5,210
shares
|
$273,264
0.06% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
5,204
shares
|
$272,949
0.06% of portfolio
|
Q4 2025
Reduced 10.29%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
5,193
shares
|
$272,372
0.0% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
5,187
shares
|
$272,058
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
5,178
shares
|
$271,586
0.02% of portfolio
|
Q2 2025
Reduced 51.22%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
5,171
shares
|
$271,218
0.03% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
5,170
shares
|
$271,166
0.1% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
5,139
shares
|
$269,540
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
5,113
shares
|
$268,176
0.18% of portfolio
|
Q4 2025
Added 4.24%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
5,109
shares
|
$267,967
0.0% of portfolio
|
Q4 2025
Added 3.82%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
5,099
shares
|
$267,442
0.18% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
5,093
shares
|
$267,127
0.21% of portfolio
|
Q3 2025
Added 33.19%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
5,086
shares
|
$266,760
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
5,084
shares
|
$266,655
0.01% of portfolio
|
Q3 2025
Reduced 85.6%
|
|