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 2,164 institutions that hold shares in the stock, with a total of 765 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 |
|---|---|---|---|---|---|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
4,823
shares
|
$252,966
0.12% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
4,817
shares
|
$252,651
0.09% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
4,769
shares
|
$250,134
0.04% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
4,768
shares
|
$250,081
0.03% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
4,736
shares
|
$248,403
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
4,726
shares
|
$247,878
0.01% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
4,720
shares
|
$247,564
0.04% of portfolio
|
Q2 2025
Reduced 90.91%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
4,718
shares
|
$247,459
0.02% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,715
shares
|
$247,301
0.05% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
4,698
shares
|
$246,410
0.04% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
4,691
shares
|
$246,042
0.01% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
4,686
shares
|
$245,780
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
4,677
shares
|
$245,308
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
4,669
shares
|
$244,889
0.03% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
4,655
shares
|
$244,154
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
4,642
shares
|
$243,472
0.06% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
4,640
shares
|
$243,368
0.06% of portfolio
|
Q3 2025
Added 125.35%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
4,635
shares
|
$243,105
0.01% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
4,624
shares
|
$242,528
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
4,623
shares
|
$242,476
0.09% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
4,617
shares
|
$242,161
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
4,600
shares
|
$241,270
0.03% of portfolio
|
Q3 2025
Reduced 30.35%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
4,596
shares
|
$241,060
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,590
shares
|
$240,745
0.0% of portfolio
|
Q4 2023
Reduced 40.76%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,590
shares
|
$240,745
0.01% of portfolio
|
Q4 2024
Added 2.46%
|
|