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 |
|---|---|---|---|---|---|
|
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
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
4,124
shares
|
$216,303
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
4,116
shares
|
$215,884
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
4,112
shares
|
$215,674
0.12% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
4,100
shares
|
$215,045
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
4,099
shares
|
$214,992
0.03% of portfolio
|
Q4 2025
Reduced 4.47%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
4,085
shares
|
$214,258
0.08% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
4,078
shares
|
$213,891
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
4,071
shares
|
$213,523
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
4,071
shares
|
$213,523
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
4,065
shares
|
$213,209
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
4,063
shares
|
$213,104
0.02% of portfolio
|
Q4 2024
Reduced 80.02%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
4,060
shares
|
$212,947
0.19% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4,059
shares
|
$212,894
0.07% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
4,059
shares
|
$212,894
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
4,057
shares
|
$212,789
0.07% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
4,057
shares
|
$212,789
0.09% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
4,048
shares
|
$212,317
0.01% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
4,034
shares
|
$211,583
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
4,021
shares
|
$210,901
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
4,016
shares
|
$210,639
0.04% of portfolio
|
Q4 2025
Reduced 57.4%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
4,016
shares
|
$210,639
0.14% of portfolio
|
Q3 2025
Reduced 56.06%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
4,011
shares
|
$210,376
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
4,011
shares
|
$210,376
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
4,001
shares
|
$209,852
0.03% of portfolio
|
Q4 2024
Added 199950.0%
|
|