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 |
|---|---|---|---|---|---|
|
Butensky & Cohen Financial Security, Inc
|
Oct 20, 2025 Q3 2025 |
58,670
shares
|
$3.1 Million
0.91% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
58,626
shares
|
$3.09 Million
2.64% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
58,548
shares
|
$3.09 Million
0.4% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
58,385
shares
|
$3.08 Million
0.23% of portfolio
|
Q2 2025
Added 48.88%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
58,234
shares
|
$3.07 Million
0.22% of portfolio
|
Q3 2022
Reduced 23.04%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
57,922
shares
|
$3.06 Million
0.53% of portfolio
|
Q2 2025
Added 32.24%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
57,876
shares
|
$3.05 Million
0.79% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
57,605
shares
|
$3.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
57,299
shares
|
$3.02 Million
0.27% of portfolio
|
Q1 2025
Added 215.73%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
57,112
shares
|
$3.01 Million
2.06% of portfolio
|
Q3 2022
Reduced 50.49%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
57,006
shares
|
$3.01 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
56,919
shares
|
$3 Million
0.78% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
56,871
shares
|
$3 Million
2.57% of portfolio
|
Q2 2025
Added 31.85%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 17, 2025 Q3 2025 |
56,641
shares
|
$2.99 Million
1.44% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
56,592
shares
|
$2.99 Million
1.08% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
56,387
shares
|
$2.98 Million
1.21% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
56,298
shares
|
$2.97 Million
0.39% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Bay Rivers Group
|
Oct 07, 2025 Q3 2025 |
55,947
shares
|
$2.95 Million
1.35% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 06, 2025 Q3 2025 |
55,424
shares
|
$2.93 Million
1.35% of portfolio
|
Q3 2025
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
55,306
shares
|
$2.92 Million
1.77% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
55,202
shares
|
$2.91 Million
0.1% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
54,883
shares
|
$2.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
54,813
shares
|
$2.89 Million
0.01% of portfolio
|
Q1 2025
Added 274.07%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
54,808
shares
|
$2.89 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
54,770
shares
|
$2.89 Million
1.98% of portfolio
|
Q2 2025
Reduced 1.02%
|