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 |
|---|---|---|---|---|---|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
938
shares
|
$49,198
0.03% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
920
shares
|
$48,254
0.0% of portfolio
|
Q3 2025
Reduced 24.59%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
908
shares
|
$47,624
0.03% of portfolio
|
Q2 2025
Added 65.09%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
900
shares
|
$47,205
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
896
shares
|
$46,995
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
859
shares
|
$45,054
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
856
shares
|
$44,897
0.01% of portfolio
|
Q3 2025
Added 801.05%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
855
shares
|
$44,844
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
852
shares
|
$44,687
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
851
shares
|
$44,634
0.03% of portfolio
|
Q3 2025
Reduced 16.98%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
843
shares
|
$44,215
0.01% of portfolio
|
Q3 2025
Reduced 91.8%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
840
shares
|
$44,058
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
838
shares
|
$43,953
0.03% of portfolio
|
Q4 2024
Reduced 88.02%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
823
shares
|
$43,166
0.01% of portfolio
|
Q3 2025
Added 237.3%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
814
shares
|
$42,694
0.01% of portfolio
|
Q2 2025
Reduced 21.81%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Oct 16, 2025 Q3 2025 |
802
shares
|
$42,064
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
800
shares
|
$41,960
0.03% of portfolio
|
Q4 2021
Reduced 8.05%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
800
shares
|
$41,960
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
778
shares
|
$40,806
0.03% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
763
shares
|
$40,019
0.0% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
751
shares
|
$39,389
0.01% of portfolio
|
Q3 2025
Reduced 16.92%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
742
shares
|
$38,917
0.01% of portfolio
|
Q2 2025
Reduced 32.48%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
723
shares
|
$37,921
0.04% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
720
shares
|
$37,764
0.01% of portfolio
|
Q3 2024
Reduced 57.82%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
717
shares
|
$37,606
0.02% of portfolio
|
Q3 2025
New holding
|
|