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 |
|---|---|---|---|---|---|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
4,574
shares
|
$239,906
0.04% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
4,570
shares
|
$239,696
0.17% of portfolio
|
Q4 2025
Reduced 17.95%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
4,561
shares
|
$239,224
0.0% of portfolio
|
Q3 2025
Added 325.47%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
4,555
shares
|
$238,909
0.02% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
4,551
shares
|
$238,699
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,537
shares
|
$237,965
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
4,525
shares
|
$237,336
0.03% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
4,514
shares
|
$236,759
0.08% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
4,498
shares
|
$235,920
0.14% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,498
shares
|
$235,920
0.02% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
4,489
shares
|
$235,448
0.04% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
4,471
shares
|
$234,503
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
4,467
shares
|
$234,294
0.06% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
4,455
shares
|
$233,664
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
4,449
shares
|
$233,350
0.03% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
4,438
shares
|
$232,773
0.08% of portfolio
|
Q2 2025
Reduced 27.74%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
4,428
shares
|
$232,248
0.08% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
4,425
shares
|
$232,091
0.03% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
4,423
shares
|
$231,986
0.04% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
4,405
shares
|
$231,042
0.04% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Krs Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
4,400
shares
|
$230,780
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
4,376
shares
|
$229,521
0.08% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
4,372
shares
|
$229,311
0.0% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
4,363
shares
|
$228,839
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
4,340
shares
|
$227,633
0.04% of portfolio
|
Q3 2025
New holding
|
|