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 |
|---|---|---|---|---|---|
|
Volterra Technologies LP
New York, NY |
Aug 14, 2025 Q2 2025 |
102,899
shares
|
$5.43 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
102,557
shares
|
$5.41 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
102,550
shares
|
$5.41 Million
4.84% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
102,431
shares
|
$5.41 Million
2.74% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
101,536
shares
|
$5.36 Million
0.13% of portfolio
|
Q3 2025
Reduced 25.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
101,399
shares
|
$5.35 Million
0.1% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
101,054
shares
|
$5.33 Million
2.29% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
100,604
shares
|
$5.31 Million
1.95% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100,158
shares
|
$5.29 Million
0.07% of portfolio
|
Q2 2024
Added 33.91%
|
|
|
Peterson Wealth Management
|
Oct 15, 2025 Q2 2025 |
99,158
shares
|
$5.23 Million
3.11% of portfolio
|
Q2 2025
Added 624.73%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
99,114
shares
|
$5.23 Million
0.01% of portfolio
|
Q2 2023
Reduced 18.11%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
98,356
shares
|
$5.19 Million
1.96% of portfolio
|
Q3 2025
Reduced 31.85%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
98,126
shares
|
$5.18 Million
0.03% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
97,558
shares
|
$5.15 Million
2.37% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
97,499
shares
|
$5.15 Million
0.19% of portfolio
|
Q3 2025
Reduced 12.27%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
97,248
shares
|
$5.13 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
96,635
shares
|
$5.1 Million
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
96,201
shares
|
$5.08 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
96,184
shares
|
$5.08 Million
0.98% of portfolio
|
Q3 2025
Added 18.07%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
95,829
shares
|
$5.06 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
95,608
shares
|
$5.05 Million
4.2% of portfolio
|
Q2 2025
Reduced 32.13%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
95,440
shares
|
$5.04 Million
0.99% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
95,418
shares
|
$5.04 Million
0.21% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
95,209
shares
|
$5.03 Million
0.15% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
94,644
shares
|
$5 Million
0.02% of portfolio
|
Q2 2025
Added 3.05%
|