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 2,163 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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
3,999
shares
|
$209,747
0.02% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
3,998
shares
|
$209,695
0.05% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,983
shares
|
$208,908
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
3,977
shares
|
$208,593
0.02% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,976
shares
|
$208,541
0.07% of portfolio
|
Q1 2024
Added 670.54%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
3,947
shares
|
$207,020
0.08% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
3,944
shares
|
$206,862
0.03% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
3,941
shares
|
$206,705
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,940
shares
|
$206,653
0.03% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
3,936
shares
|
$206,443
0.04% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
3,921
shares
|
$205,656
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
3,920
shares
|
$205,604
0.05% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
3,915
shares
|
$205,341
0.03% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
3,898
shares
|
$204,450
0.02% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,893
shares
|
$204,187
0.12% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
3,878
shares
|
$203,401
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
3,863
shares
|
$202,614
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
3,856
shares
|
$202,247
0.07% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
3,852
shares
|
$202,037
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Woodstock Corp
|
Oct 07, 2025 Q3 2025 |
3,843
shares
|
$201,565
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
3,835
shares
|
$201,145
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,821
shares
|
$200,411
0.08% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
3,814
shares
|
$200,044
0.04% of portfolio
|
Q4 2025
Reduced 40.22%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
3,799
shares
|
$199,257
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
3,796
shares
|
$199,100
0.08% of portfolio
|
Q3 2025
New holding
|
|