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 |
|---|---|---|---|---|---|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
49,876
shares
|
$2.63 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
49,850
shares
|
$2.63 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
49,682
shares
|
$2.62 Million
0.74% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
49,578
shares
|
$2.62 Million
0.44% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
49,298
shares
|
$2.6 Million
1.3% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 23, 2025 Q3 2025 |
49,279
shares
|
$2.6 Million
0.84% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
49,057
shares
|
$2.59 Million
2.17% of portfolio
|
Q3 2025
Added 24.8%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
49,055
shares
|
$2.59 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
49,013
shares
|
$2.59 Million
0.55% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
48,860
shares
|
$2.58 Million
0.4% of portfolio
|
Q2 2025
Added 17.35%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
48,724
shares
|
$2.57 Million
0.12% of portfolio
|
Q2 2025
Added 147.81%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
48,595
shares
|
$2.56 Million
0.37% of portfolio
|
Q4 2020
Added 1.79%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
48,549
shares
|
$2.56 Million
1.11% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
48,310
shares
|
$2.55 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
48,160
shares
|
$2.54 Million
0.02% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
47,964
shares
|
$2.53 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Dorsey Wright & Associates
|
Aug 11, 2025 Q2 2025 |
47,939
shares
|
$2.53 Million
0.61% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
47,923
shares
|
$2.53 Million
0.59% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Aug 18, 2025 Q2 2025 |
47,488
shares
|
$2.51 Million
1.12% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
47,479
shares
|
$2.51 Million
0.05% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
47,442
shares
|
$2.5 Million
0.56% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
47,392
shares
|
$2.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
47,263
shares
|
$2.49 Million
2.36% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
46,986
shares
|
$2.48 Million
1.06% of portfolio
|
Q1 2024
Reduced 17.18%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
46,751
shares
|
$2.47 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.43%
|