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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Oct 29, 2025 Q3 2025 |
66,847
shares
|
$3.53 Million
7.41% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
66,602
shares
|
$3.52 Million
0.02% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
66,580
shares
|
$3.51 Million
1.1% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
66,462
shares
|
$3.51 Million
0.75% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
66,366
shares
|
$3.5 Million
0.61% of portfolio
|
Q2 2022
Reduced 0.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
66,302
shares
|
$3.5 Million
0.0% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
66,208
shares
|
$3.49 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
65,920
shares
|
$3.48 Million
1.86% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
65,814
shares
|
$3.47 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
65,506
shares
|
$3.46 Million
0.0% of portfolio
|
Q2 2025
Added 61.56%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
65,429
shares
|
$3.45 Million
0.92% of portfolio
|
Q3 2022
Added 4.6%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
65,154
shares
|
$3.44 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
64,807
shares
|
$3.42 Million
0.05% of portfolio
|
Q2 2025
Added 119.36%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
64,798
shares
|
$3.42 Million
0.38% of portfolio
|
Q3 2025
Added 36.01%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
64,587
shares
|
$3.41 Million
0.29% of portfolio
|
Q2 2025
Reduced 17.88%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
64,568
shares
|
$3.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
64,345
shares
|
$3.4 Million
2.3% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
64,342
shares
|
$3.4 Million
0.03% of portfolio
|
Q1 2025
Added 25.68%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
64,232
shares
|
$3.39 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
63,878
shares
|
$3.37 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
63,681
shares
|
$3.36 Million
0.3% of portfolio
|
Q3 2025
Added 28.78%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
63,480
shares
|
$3.35 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
63,020
shares
|
$3.33 Million
0.15% of portfolio
|
Q3 2025
Reduced 16.39%
|