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 764 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 |
|---|---|---|---|---|---|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
547
shares
|
$28,690
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
547
shares
|
$28,690
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
545
shares
|
$28,585
0.01% of portfolio
|
Q2 2025
Reduced 47.85%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
540
shares
|
$28,323
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
531
shares
|
$27,850
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
530
shares
|
$27,798
0.06% of portfolio
|
Q3 2025
Reduced 97.08%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
484
shares
|
$25,385
0.01% of portfolio
|
Q3 2025
Reduced 34.59%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
483
shares
|
$25,333
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
480
shares
|
$25,176
0.0% of portfolio
|
Q4 2025
Added 7.38%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
479
shares
|
$25,123
0.01% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
439
shares
|
$23,025
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
439
shares
|
$23,025
0.02% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
438
shares
|
$22,973
0.0% of portfolio
|
Q3 2025
Reduced 16.09%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
434
shares
|
$22,763
0.01% of portfolio
|
Q3 2025
Reduced 73.82%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
422
shares
|
$22,133
0.01% of portfolio
|
Q2 2023
Reduced 69.13%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
400
shares
|
$20,980
0.0% of portfolio
|
Q2 2024
Reduced 23.81%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
400
shares
|
$20,980
0.0% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
400
shares
|
$20,980
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
396
shares
|
$20,770
0.01% of portfolio
|
Q2 2021
Added 39.44%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
390
shares
|
$20,455
0.01% of portfolio
|
Q4 2023
Reduced 15.77%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
375
shares
|
$19,668
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
373
shares
|
$19,563
0.01% of portfolio
|
Q3 2025
Added 49.2%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
368
shares
|
$19,301
0.02% of portfolio
|
Q3 2025
Added 53.97%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
335
shares
|
$17,570
0.0% of portfolio
|
Q2 2022
Added 19.64%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
329
shares
|
$17,256
0.0% of portfolio
|
Q3 2025
New holding
|
|