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 2,167 institutions that hold shares in the stock, with a total of 739 Million shares, which have been reported (via 13F filing form) to have a value of $39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
46,745
shares
|
$2.47 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
46,708
shares
|
$2.47 Million
0.02% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
46,701
shares
|
$2.46 Million
1.32% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
46,546
shares
|
$2.46 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
46,281
shares
|
$2.44 Million
0.23% of portfolio
|
Q3 2025
Reduced 73.67%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
46,062
shares
|
$2.43 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
46,061
shares
|
$2.43 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Donald L. Hagan, LLC
|
Oct 15, 2025 Q3 2025 |
45,800
shares
|
$2.42 Million
1.39% of portfolio
|
Q3 2025
Added 45.75%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
45,723
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
45,412
shares
|
$2.4 Million
1.56% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
45,339
shares
|
$2.39 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
45,204
shares
|
$2.39 Million
1.33% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
45,152
shares
|
$2.38 Million
0.36% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
45,000
shares
|
$2.38 Million
2.75% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 15, 2025 Q3 2025 |
44,876
shares
|
$2.37 Million
1.92% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
44,827
shares
|
$2.37 Million
0.2% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
44,743
shares
|
$2.36 Million
0.99% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
44,482
shares
|
$2.35 Million
1.34% of portfolio
|
Q1 2023
Reduced 8.35%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
44,459
shares
|
$2.35 Million
0.04% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
44,255
shares
|
$2.34 Million
1.18% of portfolio
|
Q3 2025
Reduced 15.89%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
44,138
shares
|
$2.33 Million
0.22% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
43,927
shares
|
$2.32 Million
0.54% of portfolio
|
Q3 2025
Added 31.18%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
43,828
shares
|
$2.31 Million
0.2% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
43,675
shares
|
$2.31 Million
1.19% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
43,655
shares
|
$2.3 Million
0.04% of portfolio
|
Q3 2025
Added 1.37%
|