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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
336,408
shares
|
$17.6 Million
0.1% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
335,995
shares
|
$17.6 Million
0.08% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
335,143
shares
|
$17.6 Million
1.43% of portfolio
|
Q3 2025
Reduced 38.76%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
331,758
shares
|
$17.4 Million
0.1% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
328,700
shares
|
$17.2 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
327,891
shares
|
$17.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 35.05%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
321,387
shares
|
$16.9 Million
1.92% of portfolio
|
Q1 2025
Added 47.39%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
317,536
shares
|
$16.7 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
315,747
shares
|
$16.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 56.21%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
311,028
shares
|
$16.3 Million
1.66% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
309,460
shares
|
$16.2 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
301,653
shares
|
$15.8 Million
1.19% of portfolio
|
Q3 2025
Added 23.58%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
300,683
shares
|
$15.8 Million
3.56% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
300,102
shares
|
$15.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 76.38%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
298,952
shares
|
$15.7 Million
0.28% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
298,195
shares
|
$15.6 Million
4.36% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
297,389
shares
|
$15.6 Million
0.15% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 15, 2025 Q3 2025 |
293,449
shares
|
$15.4 Million
4.0% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
291,008
shares
|
$15.3 Million
1.96% of portfolio
|
Q3 2025
Reduced 26.9%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
290,164
shares
|
$15.2 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Innealta Capital, LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
288,737
shares
|
$15.1 Million
8.09% of portfolio
|
Q3 2025
Reduced 33.22%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
285,355
shares
|
$15 Million
1.89% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
283,783
shares
|
$14.9 Million
1.87% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
282,766
shares
|
$14.8 Million
0.7% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
280,560
shares
|
$14.7 Million
0.47% of portfolio
|
Q3 2025
Added 0.54%
|
|