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 |
|---|---|---|---|---|---|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
62,546
shares
|
$3.3 Million
0.91% of portfolio
|
Q3 2025
Added 32.02%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
62,210
shares
|
$3.28 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
62,082
shares
|
$3.28 Million
0.32% of portfolio
|
Q2 2023
Reduced 4.86%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
61,791
shares
|
$3.26 Million
0.95% of portfolio
|
Q2 2025
Added 11.35%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
61,684
shares
|
$3.26 Million
0.81% of portfolio
|
Q2 2022
Added 23.7%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
61,260
shares
|
$3.23 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
61,018
shares
|
$3.22 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
61,002
shares
|
$3.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.38%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
60,838
shares
|
$3.21 Million
0.99% of portfolio
|
Q3 2025
Added 47.21%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
60,530
shares
|
$3.19 Million
0.36% of portfolio
|
Q1 2022
New holding
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
60,082
shares
|
$3.17 Million
3.76% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
59,949
shares
|
$3.16 Million
1.87% of portfolio
|
Q3 2025
Reduced 13.12%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
59,859
shares
|
$3.16 Million
1.75% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
59,837
shares
|
$3.16 Million
0.02% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
59,825
shares
|
$3.16 Million
0.96% of portfolio
|
Q3 2025
Added 11.89%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
59,811
shares
|
$3.16 Million
0.17% of portfolio
|
Q2 2025
Reduced 32.73%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
59,757
shares
|
$3.15 Million
0.32% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
59,627
shares
|
$3.15 Million
0.19% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
59,586
shares
|
$3.14 Million
0.17% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
59,429
shares
|
$3.14 Million
0.37% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
59,366
shares
|
$3.13 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
59,253
shares
|
$3.13 Million
2.39% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
59,240
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
58,851
shares
|
$3.11 Million
2.39% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
58,767
shares
|
$3.1 Million
0.28% of portfolio
|
Q3 2025
Added 17.79%
|