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 |
|---|---|---|---|---|---|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
71,428
shares
|
$3.77 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
71,100
shares
|
$3.75 Million
0.22% of portfolio
|
Q3 2025
Added 21.33%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
70,920
shares
|
$3.74 Million
0.11% of portfolio
|
Q3 2025
Added 149.01%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
70,870
shares
|
$3.74 Million
1.01% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
70,766
shares
|
$3.74 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
70,701
shares
|
$3.73 Million
1.78% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
70,668
shares
|
$3.73 Million
0.92% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
70,170
shares
|
$3.7 Million
1.91% of portfolio
|
Q3 2024
Added 267.25%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
70,038
shares
|
$3.7 Million
0.9% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
69,929
shares
|
$3.69 Million
0.33% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
69,761
shares
|
$3.68 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
69,142
shares
|
$3.65 Million
0.02% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
68,972
shares
|
$3.64 Million
0.47% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
68,820
shares
|
$3.63 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
68,760
shares
|
$3.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 84.72%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
68,557
shares
|
$3.62 Million
0.34% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
68,306
shares
|
$3.61 Million
0.25% of portfolio
|
Q3 2025
Added 235.36%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
68,136
shares
|
$3.6 Million
0.33% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
67,990
shares
|
$3.59 Million
0.03% of portfolio
|
Q2 2025
Reduced 49.45%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
67,770
shares
|
$3.58 Million
1.11% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
67,679
shares
|
$3.57 Million
1.13% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
67,658
shares
|
$3.57 Million
0.04% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
67,595
shares
|
$3.57 Million
0.26% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
67,275
shares
|
$3.55 Million
0.93% of portfolio
|
Q3 2025
Added 13.36%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
66,956
shares
|
$3.53 Million
1.38% of portfolio
|
Q2 2022
Added 0.59%
|