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 |
|---|---|---|---|---|---|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
76,500
shares
|
$4.04 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
76,416
shares
|
$4.03 Million
3.23% of portfolio
|
Q3 2025
Added 26.95%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
76,153
shares
|
$4.02 Million
3.07% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
76,049
shares
|
$4.01 Million
1.88% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
76,001
shares
|
$4.01 Million
1.53% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Aug 13, 2025 Q2 2025 |
75,550
shares
|
$3.99 Million
1.24% of portfolio
|
Q2 2025
Added 229.48%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
75,272
shares
|
$3.97 Million
2.54% of portfolio
|
Q2 2022
Added 150444.0%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
75,269
shares
|
$3.97 Million
0.43% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
75,252
shares
|
$3.97 Million
0.25% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
75,081
shares
|
$3.96 Million
1.82% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
75,066
shares
|
$3.96 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
75,048
shares
|
$3.96 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
74,654
shares
|
$3.94 Million
0.11% of portfolio
|
Q2 2025
Added 41.1%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
74,339
shares
|
$3.92 Million
3.29% of portfolio
|
Q3 2025
Added 375.56%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
74,168
shares
|
$3.91 Million
0.02% of portfolio
|
Q2 2025
Added 129.42%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
73,549
shares
|
$3.88 Million
0.49% of portfolio
|
Q3 2025
Reduced 12.18%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
73,305
shares
|
$3.87 Million
0.74% of portfolio
|
Q1 2024
Reduced 19.15%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
72,943
shares
|
$3.85 Million
1.16% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
72,661
shares
|
$3.84 Million
0.06% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
72,253
shares
|
$3.81 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
71,864
shares
|
$3.79 Million
2.08% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 27, 2025 Q3 2025 |
71,718
shares
|
$3.79 Million
1.54% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
71,554
shares
|
$3.78 Million
1.3% of portfolio
|
Q3 2022
Reduced 1.06%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
71,531
shares
|
$3.78 Million
0.0% of portfolio
|
Q2 2025
Added 14.14%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
71,444
shares
|
$3.77 Million
3.93% of portfolio
|
Q4 2024
Reduced 3.79%
|