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 2,161 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 |
|---|---|---|---|---|---|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
3,781
shares
|
$198,313
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
3,779
shares
|
$198,208
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
3,763
shares
|
$197,369
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
3,735
shares
|
$195,900
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
3,721
shares
|
$195,166
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
3,721
shares
|
$195,166
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
3,673
shares
|
$192,648
0.08% of portfolio
|
Q4 2024
Reduced 19.68%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
3,647
shares
|
$191,285
0.05% of portfolio
|
Q4 2025
Added 41.58%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
3,560
shares
|
$186,722
0.05% of portfolio
|
Q3 2025
Added 16.8%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,516
shares
|
$184,414
0.06% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
3,505
shares
|
$183,837
0.08% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,501
shares
|
$183,627
0.01% of portfolio
|
Q2 2023
Reduced 45.22%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,501
shares
|
$183,627
0.01% of portfolio
|
Q2 2023
Reduced 45.22%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,464
shares
|
$181,686
0.03% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
3,394
shares
|
$178,015
0.02% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
3,284
shares
|
$172,245
0.05% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,271
shares
|
$171,563
0.01% of portfolio
|
Q3 2023
Added 1340.97%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
3,181
shares
|
$166,843
0.01% of portfolio
|
Q3 2025
Added 335.75%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
3,136
shares
|
$164,483
0.03% of portfolio
|
Q1 2024
Reduced 42.1%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
3,130
shares
|
$164,168
0.02% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
3,118
shares
|
$163,539
0.04% of portfolio
|
Q4 2024
Reduced 48.37%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
3,069
shares
|
$160,969
0.02% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
2,996
shares
|
$157,140
0.03% of portfolio
|
Q3 2025
Added 35.38%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
2,959
shares
|
$155,199
0.02% of portfolio
|
Q3 2025
Added 597.88%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
2,954
shares
|
$154,937
0.01% of portfolio
|
Q3 2025
Reduced 66.69%
|
|