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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
43,524
shares
|
$2.3 Million
0.09% of portfolio
|
Q3 2025
Added 8.74%
|
|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
43,512
shares
|
$2.3 Million
0.63% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
43,401
shares
|
$2.29 Million
0.57% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
43,143
shares
|
$2.28 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
42,933
shares
|
$2.27 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
42,665
shares
|
$2.25 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
42,343
shares
|
$2.23 Million
0.99% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
42,105
shares
|
$2.22 Million
0.08% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
41,786
shares
|
$2.21 Million
0.3% of portfolio
|
Q4 2022
Reduced 23.15%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
41,786
shares
|
$2.21 Million
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
41,691
shares
|
$2.2 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
41,690
shares
|
$2.2 Million
1.16% of portfolio
|
Q1 2025
Reduced 97.99%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
41,689
shares
|
$2.2 Million
0.38% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
41,285
shares
|
$2.18 Million
0.75% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
41,133
shares
|
$2.17 Million
0.98% of portfolio
|
Q3 2025
Added 139.01%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
41,131
shares
|
$2.17 Million
0.21% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
41,094
shares
|
$2.17 Million
0.28% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
40,925
shares
|
$2.16 Million
0.5% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
40,865
shares
|
$2.16 Million
0.11% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
40,842
shares
|
$2.16 Million
0.04% of portfolio
|
Q4 2023
Added 13.21%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
40,805
shares
|
$2.15 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
40,445
shares
|
$2.13 Million
0.5% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
40,433
shares
|
$2.13 Million
0.66% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
40,422
shares
|
$2.13 Million
0.53% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
40,272
shares
|
$2.13 Million
0.59% of portfolio
|
Q3 2025
Added 3.12%
|