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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
142,244
shares
|
$7.51 Million
0.13% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
141,746
shares
|
$7.48 Million
1.33% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
140,691
shares
|
$7.43 Million
0.09% of portfolio
|
Q3 2025
Reduced 34.68%
|
|
|
Cavalier Investments, LLC
|
Jul 30, 2025 Q2 2025 |
138,859
shares
|
$7.33 Million
2.28% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
138,261
shares
|
$7.3 Million
1.99% of portfolio
|
Q3 2025
Added 93.69%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
137,771
shares
|
$7.27 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
136,242
shares
|
$7.19 Million
0.51% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
135,889
shares
|
$7.17 Million
0.29% of portfolio
|
Q3 2025
Reduced 35.09%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
135,517
shares
|
$7.15 Million
0.07% of portfolio
|
Q2 2025
Added 62.89%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
135,342
shares
|
$7.14 Million
0.87% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
133,808
shares
|
$7.06 Million
0.03% of portfolio
|
Q2 2025
Added 31.79%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
133,691
shares
|
$7.06 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
132,497
shares
|
$6.99 Million
5.69% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
131,634
shares
|
$6.95 Million
0.06% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
130,547
shares
|
$6.89 Million
0.67% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
130,000
shares
|
$6.86 Million
1.41% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
129,549
shares
|
$6.84 Million
0.6% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
129,042
shares
|
$6.81 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
127,917
shares
|
$6.75 Million
2.07% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
127,360
shares
|
$6.72 Million
3.73% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
126,508
shares
|
$6.68 Million
0.51% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
126,365
shares
|
$6.67 Million
2.86% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
125,286
shares
|
$6.61 Million
0.94% of portfolio
|
Q3 2023
Reduced 19.89%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
124,636
shares
|
$6.58 Million
4.15% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
124,510
shares
|
$6.57 Million
2.4% of portfolio
|
Q3 2025
Added 39.45%
|