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 |
|---|---|---|---|---|---|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
4,333
shares
|
$227,265
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
4,318
shares
|
$226,479
0.1% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
4,318
shares
|
$226,479
0.03% of portfolio
|
Q3 2025
Added 814.83%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
4,311
shares
|
$226,111
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
4,302
shares
|
$225,639
0.06% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
4,294
shares
|
$225,220
0.01% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
4,293
shares
|
$225,167
0.1% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
4,291
shares
|
$225,062
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,285
shares
|
$224,748
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
4,243
shares
|
$222,545
0.03% of portfolio
|
Q4 2025
Reduced 39.92%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,239
shares
|
$222,335
0.02% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,238
shares
|
$222,283
0.02% of portfolio
|
Q3 2022
Added 36.36%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,226
shares
|
$221,653
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
4,213
shares
|
$220,971
0.04% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
4,210
shares
|
$220,814
0.21% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
4,203
shares
|
$220,447
0.02% of portfolio
|
Q4 2025
Added 5.13%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
4,175
shares
|
$218,978
0.03% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
4,175
shares
|
$218,978
0.12% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
4,174
shares
|
$218,926
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
4,169
shares
|
$218,664
0.14% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,161
shares
|
$218,244
0.03% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
4,156
shares
|
$217,982
0.02% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,150
shares
|
$217,667
0.25% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
4,127
shares
|
$216,461
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
4,126
shares
|
$216,408
0.01% of portfolio
|
Q3 2025
New holding
|
|