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 |
|---|---|---|---|---|---|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
37,042
shares
|
$1.96 Million
0.2% of portfolio
|
Q1 2025
Reduced 23.35%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
37,000
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 90.18%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
36,867
shares
|
$1.95 Million
0.57% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
36,864
shares
|
$1.95 Million
0.06% of portfolio
|
Q2 2025
Reduced 70.5%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
36,858
shares
|
$1.95 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
36,851
shares
|
$1.94 Million
0.4% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
36,467
shares
|
$1.92 Million
2.04% of portfolio
|
Q2 2025
Reduced 20.74%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
36,092
shares
|
$1.9 Million
0.21% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
36,030
shares
|
$1.9 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
35,806
shares
|
$1.89 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
35,771
shares
|
$1.89 Million
0.82% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
35,769
shares
|
$1.89 Million
1.47% of portfolio
|
Q3 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
35,660
shares
|
$1.88 Million
0.25% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
35,591
shares
|
$1.88 Million
0.04% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
35,571
shares
|
$1.88 Million
0.04% of portfolio
|
Q2 2025
Reduced 67.42%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
35,454
shares
|
$1.87 Million
0.32% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
35,425
shares
|
$1.87 Million
0.46% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
35,300
shares
|
$1.86 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
35,296
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
35,031
shares
|
$1.85 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
34,467
shares
|
$1.82 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
34,439
shares
|
$1.82 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
34,262
shares
|
$1.81 Million
0.05% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
34,131
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
34,100
shares
|
$1.8 Million
2.32% of portfolio
|
Q1 2023
New holding
|