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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
158,901
shares
|
$8.39 Million
0.19% of portfolio
|
Q4 2023
Added 165.54%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
156,811
shares
|
$8.28 Million
3.28% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
156,715
shares
|
$8.28 Million
0.95% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
156,377
shares
|
$8.26 Million
0.38% of portfolio
|
Q2 2025
Added 74.69%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
155,975
shares
|
$8.24 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Act Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
155,716
shares
|
$8.22 Million
2.95% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
155,032
shares
|
$8.19 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
154,404
shares
|
$8.15 Million
0.64% of portfolio
|
Q3 2025
Reduced 18.4%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
153,636
shares
|
$8.11 Million
0.57% of portfolio
|
Q2 2025
Reduced 53.38%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
152,797
shares
|
$8.07 Million
2.08% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
152,488
shares
|
$8.05 Million
0.05% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
152,031
shares
|
$8.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
151,740
shares
|
$8.01 Million
0.1% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
150,965
shares
|
$7.97 Million
3.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chescapmanager LLC
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
150,000
shares
|
$7.92 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
149,722
shares
|
$7.91 Million
0.16% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
148,770
shares
|
$7.86 Million
0.33% of portfolio
|
Q3 2025
Added 22.95%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
148,703
shares
|
$7.85 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
147,603
shares
|
$7.79 Million
0.22% of portfolio
|
Q2 2025
Added 49.44%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
147,415
shares
|
$7.78 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
146,886
shares
|
$7.76 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
144,269
shares
|
$7.62 Million
2.84% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
144,228
shares
|
$7.62 Million
0.65% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
143,773
shares
|
$7.59 Million
0.18% of portfolio
|
Q2 2025
Reduced 74.97%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
143,300
shares
|
$7.57 Million
1.36% of portfolio
|
Q2 2025
Reduced 21.44%
|