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 |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
54,371
shares
|
$2.87 Million
0.04% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
54,042
shares
|
$2.85 Million
0.44% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
53,508
shares
|
$2.82 Million
0.2% of portfolio
|
Q3 2025
Added 17.59%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
53,447
shares
|
$2.82 Million
0.35% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
53,377
shares
|
$2.82 Million
0.32% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
53,246
shares
|
$2.81 Million
2.4% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
53,112
shares
|
$2.8 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
53,075
shares
|
$2.8 Million
0.86% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
53,018
shares
|
$2.8 Million
0.67% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
52,990
shares
|
$2.8 Million
0.09% of portfolio
|
Q2 2025
Added 14.74%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
52,699
shares
|
$2.78 Million
1.02% of portfolio
|
Q3 2025
Reduced 34.81%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
52,541
shares
|
$2.77 Million
1.6% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
52,500
shares
|
$2.77 Million
0.33% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
52,025
shares
|
$2.75 Million
0.18% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
51,971
shares
|
$2.74 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
51,518
shares
|
$2.72 Million
0.16% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
51,291
shares
|
$2.71 Million
0.11% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
51,235
shares
|
$2.7 Million
0.07% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
51,233
shares
|
$2.7 Million
0.17% of portfolio
|
Q3 2025
Reduced 41.62%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
51,075
shares
|
$2.7 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
51,072
shares
|
$2.7 Million
1.07% of portfolio
|
Q2 2025
Reduced 77.26%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
50,958
shares
|
$2.69 Million
0.04% of portfolio
|
Q3 2025
Added 36.79%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
50,823
shares
|
$2.68 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
50,721
shares
|
$2.68 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
50,613
shares
|
$2.67 Million
0.21% of portfolio
|
Q2 2025
Reduced 12.91%
|