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 |
|---|---|---|---|---|---|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
86,150
shares
|
$4.55 Million
0.71% of portfolio
|
Q3 2025
Reduced 61.33%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
85,245
shares
|
$4.5 Million
2.07% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
84,890
shares
|
$4.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 56.36%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
83,930
shares
|
$4.43 Million
1.55% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Kennicott Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
83,779
shares
|
$4.42 Million
2.22% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
83,542
shares
|
$4.41 Million
0.89% of portfolio
|
Q3 2025
Reduced 32.69%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
82,983
shares
|
$4.38 Million
0.59% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
82,929
shares
|
$4.38 Million
0.05% of portfolio
|
Q2 2025
Added 49.19%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
82,871
shares
|
$4.37 Million
2.29% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
82,579
shares
|
$4.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
82,253
shares
|
$4.34 Million
1.47% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
81,483
shares
|
$4.3 Million
0.49% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
80,467
shares
|
$4.25 Million
0.56% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
80,053
shares
|
$4.23 Million
0.32% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
79,722
shares
|
$4.21 Million
1.21% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
79,709
shares
|
$4.21 Million
2.26% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
79,546
shares
|
$4.2 Million
0.26% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
79,470
shares
|
$4.19 Million
1.03% of portfolio
|
Q3 2025
Added 252.76%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
78,969
shares
|
$4.17 Million
0.68% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
78,834
shares
|
$4.16 Million
0.05% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
78,266
shares
|
$4.13 Million
0.91% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
78,065
shares
|
$4.12 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
77,240
shares
|
$4.08 Million
1.9% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
77,113
shares
|
$4.07 Million
0.64% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Gillson Capital LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
77,000
shares
|
$4.06 Million
0.31% of portfolio
|
Q2 2025
New holding
|