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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
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 |
Jan 08, 2026 Q4 2025 |
1,997
shares
|
$104,742
0.04% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
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%
|
|