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 2,162 institutions that hold shares in the stock, with a total of 742 Million shares, which have been reported (via 13F filing form) to have a value of $39.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
242,237
shares
|
$12.8 Million
1.46% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
242,039
shares
|
$12.8 Million
0.24% of portfolio
|
Q3 2025
Added 42.61%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
241,514
shares
|
$12.8 Million
0.56% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
241,056
shares
|
$12.7 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
238,569
shares
|
$12.6 Million
0.48% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
236,810
shares
|
$12.5 Million
0.49% of portfolio
|
Q2 2025
Added 155.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
235,825
shares
|
$12.5 Million
0.48% of portfolio
|
Q3 2025
Added 189.42%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
233,471
shares
|
$12.3 Million
3.62% of portfolio
|
Q1 2025
Added 29.49%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
230,246
shares
|
$12.2 Million
0.13% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
228,692
shares
|
$12.1 Million
3.36% of portfolio
|
Q3 2025
Added 30.23%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
227,385
shares
|
$12 Million
0.04% of portfolio
|
Q3 2025
Reduced 31.95%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
226,897
shares
|
$12 Million
0.3% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Jul 28, 2025 Q2 2025 |
224,866
shares
|
$11.9 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
221,047
shares
|
$11.7 Million
0.8% of portfolio
|
Q2 2025
Added 1979.46%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
219,924
shares
|
$11.6 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
219,254
shares
|
$11.6 Million
0.29% of portfolio
|
Q3 2022
Reduced 21.17%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
219,165
shares
|
$11.6 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
217,472
shares
|
$11.5 Million
0.34% of portfolio
|
Q2 2025
Reduced 18.72%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
216,775
shares
|
$11.4 Million
0.3% of portfolio
|
Q3 2025
Added 50.68%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
216,541
shares
|
$11.4 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Tamar Securities, LLC
|
Aug 11, 2025 Q2 2025 |
215,757
shares
|
$11.4 Million
1.38% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
215,637
shares
|
$11.4 Million
1.24% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
208,672
shares
|
$11 Million
1.0% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
208,559
shares
|
$11 Million
0.06% of portfolio
|
Q2 2025
Reduced 41.47%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
207,463
shares
|
$11 Million
1.47% of portfolio
|
Q1 2024
New holding
|