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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
94,601
shares
|
$4.99 Million
0.26% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
93,815
shares
|
$4.95 Million
1.36% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
93,790
shares
|
$4.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 56.05%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
93,744
shares
|
$4.95 Million
3.22% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
93,504
shares
|
$4.94 Million
0.4% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
93,400
shares
|
$4.93 Million
6.11% of portfolio
|
Q2 2025
Reduced 37.57%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
92,702
shares
|
$4.89 Million
0.11% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
92,595
shares
|
$4.89 Million
1.9% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
91,738
shares
|
$4.84 Million
0.03% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
91,703
shares
|
$4.84 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.33%
|
|
|
Iam Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
91,044
shares
|
$4.81 Million
1.15% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
90,996
shares
|
$4.8 Million
0.01% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
90,730
shares
|
$4.79 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
90,097
shares
|
$4.76 Million
0.04% of portfolio
|
Q2 2025
Added 283.57%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Nov 05, 2025 Q3 2025 |
89,907
shares
|
$4.75 Million
2.46% of portfolio
|
Q3 2025
Added 23.09%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
89,758
shares
|
$4.74 Million
1.2% of portfolio
|
Q3 2023
Reduced 9.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
88,841
shares
|
$4.69 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
88,384
shares
|
$4.66 Million
0.81% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
88,028
shares
|
$4.65 Million
0.7% of portfolio
|
Q2 2025
Reduced 71.29%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Aug 14, 2025 Q2 2025 |
88,000
shares
|
$4.64 Million
0.22% of portfolio
|
Q1 2025
Reduced 85.55%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
87,801
shares
|
$4.63 Million
0.3% of portfolio
|
Q4 2022
Reduced 2.79%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
87,625
shares
|
$4.62 Million
0.2% of portfolio
|
Q2 2025
Reduced 15.76%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
86,743
shares
|
$4.58 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
86,439
shares
|
$4.56 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
86,156
shares
|
$4.55 Million
0.13% of portfolio
|
Q2 2025
Added 3693.75%
|