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 |
|---|---|---|---|---|---|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
179,569
shares
|
$9.48 Million
2.01% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
177,275
shares
|
$9.36 Million
0.91% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
176,338
shares
|
$9.31 Million
0.77% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
176,219
shares
|
$9.31 Million
0.84% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
174,514
shares
|
$9.22 Million
1.07% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
174,219
shares
|
$9.2 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
173,796
shares
|
$9.18 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
173,211
shares
|
$9.15 Million
1.06% of portfolio
|
Q3 2025
Reduced 11.83%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
172,066
shares
|
$9.09 Million
1.21% of portfolio
|
Q4 2024
Added 33.34%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
171,795
shares
|
$9.07 Million
0.93% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
171,023
shares
|
$9.03 Million
0.47% of portfolio
|
Q3 2025
Added 50.2%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
170,401
shares
|
$9 Million
4.02% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
169,384
shares
|
$8.95 Million
0.22% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
167,844
shares
|
$8.86 Million
0.18% of portfolio
|
Q1 2024
Added 6.68%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
165,556
shares
|
$8.74 Million
4.64% of portfolio
|
Q2 2025
New holding
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
165,227
shares
|
$8.73 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
165,101
shares
|
$8.72 Million
1.88% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
164,992
shares
|
$8.71 Million
1.22% of portfolio
|
Q2 2025
Added 1081.05%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
164,652
shares
|
$8.7 Million
0.72% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
163,036
shares
|
$8.61 Million
4.52% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
162,045
shares
|
$8.56 Million
0.21% of portfolio
|
Q2 2020
Reduced 7.27%
|
|
|
Northstar Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
161,979
shares
|
$8.55 Million
3.66% of portfolio
|
Q3 2025
Reduced 50.12%
|
|
|
5th Street Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
161,893
shares
|
$8.55 Million
4.34% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
160,083
shares
|
$8.45 Million
2.62% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
159,921
shares
|
$8.45 Million
2.67% of portfolio
|
Q3 2025
Added 1.63%
|