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 |
|---|---|---|---|---|---|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
114,351
shares
|
$6.04 Million
0.79% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
113,302
shares
|
$5.98 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
112,998
shares
|
$5.96 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
112,104
shares
|
$5.92 Million
1.3% of portfolio
|
Q3 2024
Added 1435.46%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
111,357
shares
|
$5.88 Million
0.86% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
111,090
shares
|
$5.86 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
111,039
shares
|
$5.86 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
110,965
shares
|
$5.86 Million
0.16% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
110,858
shares
|
$5.85 Million
0.08% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
108,977
shares
|
$5.75 Million
1.35% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
108,843
shares
|
$5.74 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
108,088
shares
|
$5.7 Million
0.01% of portfolio
|
Q3 2025
Added 26.24%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
107,711
shares
|
$5.68 Million
0.12% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 30, 2025 Q3 2025 |
107,398
shares
|
$5.67 Million
2.34% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
106,581
shares
|
$5.63 Million
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
106,511
shares
|
$5.62 Million
0.39% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
106,009
shares
|
$5.6 Million
1.19% of portfolio
|
Q2 2025
Added 205.65%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
105,903
shares
|
$5.59 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
105,874
shares
|
$5.59 Million
0.23% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
105,347
shares
|
$5.56 Million
0.4% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
105,191
shares
|
$5.55 Million
0.8% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
105,173
shares
|
$5.55 Million
2.11% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
104,906
shares
|
$5.54 Million
4.22% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
104,460
shares
|
$5.51 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
104,264
shares
|
$5.5 Million
0.01% of portfolio
|
Q2 2025
Added 0.46%
|