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 |
|---|---|---|---|---|---|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
34,100
shares
|
$1.8 Million
2.32% of portfolio
|
Q1 2023
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
34,050
shares
|
$1.8 Million
1.16% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
33,958
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
33,933
shares
|
$1.79 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
33,811
shares
|
$1.78 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
33,685
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Added 65.43%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
33,552
shares
|
$1.77 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
33,505
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
33,357
shares
|
$1.76 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
33,301
shares
|
$1.76 Million
0.32% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Oct 27, 2025 Q3 2025 |
32,901
shares
|
$1.74 Million
4.11% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
32,889
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 93.89%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
32,850
shares
|
$1.73 Million
1.29% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
32,590
shares
|
$1.72 Million
1.3% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
32,532
shares
|
$1.72 Million
0.6% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
32,345
shares
|
$1.71 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.84%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
32,248
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2022
Added 93.02%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
32,244
shares
|
$1.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
32,120
shares
|
$1.7 Million
0.3% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
32,116
shares
|
$1.7 Million
0.38% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
32,111
shares
|
$1.69 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
32,094
shares
|
$1.69 Million
0.19% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
32,072
shares
|
$1.69 Million
0.99% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
32,057
shares
|
$1.69 Million
0.13% of portfolio
|
Q4 2022
Added 323.64%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
32,054
shares
|
$1.69 Million
0.08% of portfolio
|
Q3 2025
Added 0.51%
|