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 |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
2,238
shares
|
$117,383
0.02% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
2,194
shares
|
$115,075
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
2,129
shares
|
$111,666
0.04% of portfolio
|
Q3 2025
Reduced 26.05%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
2,082
shares
|
$109,200
0.12% of portfolio
|
Q3 2025
Added 33.46%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,040
shares
|
$106,998
0.0% of portfolio
|
Q3 2025
Reduced 43.65%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
2,032
shares
|
$106,578
0.0% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,000
shares
|
$104,900
0.01% of portfolio
|
Q1 2023
Reduced 9.79%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
2,000
shares
|
$104,900
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,990
shares
|
$104,375
0.04% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,963
shares
|
$102,959
0.01% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
1,944
shares
|
$101,962
0.03% of portfolio
|
Q4 2023
Added 745.22%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,928
shares
|
$101,123
0.06% of portfolio
|
Q3 2024
Reduced 52.37%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
1,922
shares
|
$100,808
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
1,914
shares
|
$100,389
0.02% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
1,900
shares
|
$99,655
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,887
shares
|
$98,973
0.06% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,841
shares
|
$96,560
0.01% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,838
shares
|
$96,403
0.01% of portfolio
|
Q3 2025
Reduced 14.23%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,838
shares
|
$96,403
0.04% of portfolio
|
Q3 2025
Reduced 20.95%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,784
shares
|
$93,570
0.03% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,763
shares
|
$92,469
0.06% of portfolio
|
Q4 2023
Reduced 14.0%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
1,763
shares
|
$92,469
0.08% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
1,737
shares
|
$91,105
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
1,728
shares
|
$90,633
0.04% of portfolio
|
Q3 2025
Reduced 32.71%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
1,688
shares
|
$88,535
0.01% of portfolio
|
Q3 2025
New holding
|
|