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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
5,070
shares
|
$265,921
0.15% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
5,069
shares
|
$265,869
0.03% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
Nov 03, 2025 Q3 2025 |
5,069
shares
|
$265,869
0.23% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
5,055
shares
|
$265,134
0.13% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
5,050
shares
|
$264,872
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
5,048
shares
|
$264,767
0.12% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,046
shares
|
$264,662
0.04% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,044
shares
|
$264,557
0.01% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
5,036
shares
|
$264,138
0.06% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
5,025
shares
|
$263,561
0.14% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
5,024
shares
|
$263,508
0.04% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
5,015
shares
|
$263,036
0.11% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
4,986
shares
|
$261,515
0.08% of portfolio
|
Q2 2024
Added 43.03%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
4,979
shares
|
$261,148
0.14% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
4,963
shares
|
$260,309
0.1% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,955
shares
|
$259,889
0.0% of portfolio
|
Q3 2022
Reduced 12.66%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
4,948
shares
|
$259,522
0.05% of portfolio
|
Q4 2025
Reduced 10.96%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
4,946
shares
|
$259,417
0.08% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
4,944
shares
|
$259,312
0.08% of portfolio
|
Q3 2025
Reduced 43.3%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
4,916
shares
|
$257,844
0.04% of portfolio
|
Q3 2025
Added 15.67%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
4,916
shares
|
$257,844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
4,907
shares
|
$257,372
0.09% of portfolio
|
Q4 2025
Reduced 29.59%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
4,899
shares
|
$256,952
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
4,897
shares
|
$256,847
0.02% of portfolio
|
Q3 2025
Added 6.43%
|
|