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 |
|---|---|---|---|---|---|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
40,003
shares
|
$2.11 Million
0.87% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
39,985
shares
|
$2.11 Million
0.6% of portfolio
|
Q1 2024
Added 18.93%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
39,913
shares
|
$2.11 Million
0.1% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
39,736
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2022
Reduced 94.8%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
39,718
shares
|
$2.1 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
39,642
shares
|
$2.09 Million
0.55% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
39,615
shares
|
$2.09 Million
0.47% of portfolio
|
Q3 2025
Added 55.34%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
39,549
shares
|
$2.09 Million
0.87% of portfolio
|
Q1 2023
Reduced 2.56%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
39,366
shares
|
$2.08 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
38,987
shares
|
$2.06 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
38,691
shares
|
$2.04 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
38,490
shares
|
$2.03 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
38,439
shares
|
$2.03 Million
0.23% of portfolio
|
Q3 2025
Reduced 62.66%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
38,336
shares
|
$2.02 Million
0.81% of portfolio
|
Q3 2025
Added 203.24%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
38,307
shares
|
$2.02 Million
0.58% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
38,284
shares
|
$2.02 Million
0.43% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
38,204
shares
|
$2.02 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
38,048
shares
|
$2.01 Million
1.31% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
37,944
shares
|
$2 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
37,941
shares
|
$2 Million
1.43% of portfolio
|
Q3 2025
Added 25.77%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
37,727
shares
|
$1.99 Million
1.53% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
37,536
shares
|
$1.98 Million
0.35% of portfolio
|
Q2 2025
Added 89.53%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
37,339
shares
|
$1.97 Million
0.04% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
37,224
shares
|
$1.96 Million
0.04% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
37,048
shares
|
$1.96 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.44%
|