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 |
|---|---|---|---|---|---|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
205,786
shares
|
$10.9 Million
0.01% of portfolio
|
Q2 2025
Added 143.88%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
205,716
shares
|
$10.9 Million
0.72% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
205,665
shares
|
$10.9 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
205,635
shares
|
$10.9 Million
0.05% of portfolio
|
Q3 2025
Added 25.23%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
204,878
shares
|
$10.8 Million
0.24% of portfolio
|
Q2 2025
Added 50.33%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
204,284
shares
|
$10.8 Million
1.15% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
202,150
shares
|
$10.7 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
200,288
shares
|
$10.6 Million
5.01% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Yarbrough Capital, LLC
|
Oct 20, 2025 Q3 2025 |
200,000
shares
|
$10.6 Million
0.34% of portfolio
|
Q2 2023
Reduced 12.5%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
199,906
shares
|
$10.6 Million
0.01% of portfolio
|
Q2 2025
Added 65.81%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
199,471
shares
|
$10.5 Million
0.28% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
199,429
shares
|
$10.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 35.36%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
199,105
shares
|
$10.5 Million
0.83% of portfolio
|
Q3 2025
Added 80.99%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
193,700
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
188,189
shares
|
$9.93 Million
0.3% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
186,668
shares
|
$9.85 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
185,432
shares
|
$9.79 Million
0.99% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
183,137
shares
|
$9.67 Million
7.8% of portfolio
|
Q4 2023
Reduced 2.72%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
181,463
shares
|
$9.58 Million
0.21% of portfolio
|
Q3 2025
Added 16.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
181,098
shares
|
$9.56 Million
0.3% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
181,066
shares
|
$9.56 Million
0.59% of portfolio
|
Q3 2025
Added 125.38%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
180,772
shares
|
$9.54 Million
3.65% of portfolio
|
Q4 2022
Added 6.13%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Oct 22, 2025 Q3 2025 |
180,139
shares
|
$9.51 Million
6.96% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
180,000
shares
|
$9.5 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
179,948
shares
|
$9.5 Million
1.29% of portfolio
|
Q3 2025
Reduced 2.67%
|