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 2,159 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 |
|---|---|---|---|---|---|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
2,930
shares
|
$153,678
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2,911
shares
|
$152,681
0.01% of portfolio
|
Q3 2025
Reduced 94.8%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,857
shares
|
$149,849
0.02% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
2,853
shares
|
$149,639
0.02% of portfolio
|
Q2 2025
Added 14.12%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
2,838
shares
|
$148,853
0.04% of portfolio
|
Q3 2025
Added 623.98%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
2,805
shares
|
$147,122
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
2,792
shares
|
$146,440
0.06% of portfolio
|
Q2 2025
Added 52.9%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
2,689
shares
|
$141,038
0.07% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
2,677
shares
|
$140,408
0.04% of portfolio
|
Q3 2025
Added 40.89%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
2,602
shares
|
$136,474
0.02% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
2,600
shares
|
$136,370
0.04% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
2,584
shares
|
$135,530
0.02% of portfolio
|
Q3 2025
Added 3051.22%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,583
shares
|
$135,478
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
2,553
shares
|
$133,904
0.0% of portfolio
|
Q3 2025
Added 69.63%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
2,506
shares
|
$131,439
0.04% of portfolio
|
Q4 2024
Added 401.2%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
2,500
shares
|
$131,125
0.01% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
2,454
shares
|
$128,712
0.04% of portfolio
|
Q1 2025
Reduced 98.77%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,425
shares
|
$127,191
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,410
shares
|
$126,404
0.01% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
2,331
shares
|
$122,260
0.01% of portfolio
|
Q3 2025
Added 150.38%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
2,317
shares
|
$121,526
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
2,317
shares
|
$121,526
0.07% of portfolio
|
Q2 2025
Added 1465.54%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
2,315
shares
|
$121,421
0.0% of portfolio
|
Q3 2025
Added 27.55%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
2,258
shares
|
$118,432
0.01% of portfolio
|
Q3 2025
Added 97.55%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
2,238
shares
|
$117,383
0.02% of portfolio
|
Q2 2025
Added 7.18%
|
|