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 733 Million shares, which have been reported (via 13F filing form) to have a value of $39.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
31,754
shares
|
$1.71 Million
0.26% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
31,707
shares
|
$1.7 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
31,706
shares
|
$1.7 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
31,608
shares
|
$1.7 Million
0.13% of portfolio
|
Q2 2025
Added 37.68%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
31,166
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.78%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
30,943
shares
|
$1.66 Million
0.38% of portfolio
|
Q3 2025
Added 37.84%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
30,743
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
30,637
shares
|
$1.65 Million
0.14% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
30,548
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
30,428
shares
|
$1.64 Million
0.4% of portfolio
|
Q3 2025
Added 42.69%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
30,410
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
30,392
shares
|
$1.63 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
30,150
shares
|
$1.62 Million
0.15% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
30,150
shares
|
$1.62 Million
0.7% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
30,060
shares
|
$1.62 Million
0.06% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
29,950
shares
|
$1.61 Million
0.89% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
29,865
shares
|
$1.61 Million
0.46% of portfolio
|
Q3 2025
Reduced 45.71%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
29,790
shares
|
$1.6 Million
0.08% of portfolio
|
Q3 2025
Added 60.5%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
29,767
shares
|
$1.6 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
29,755
shares
|
$1.6 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
29,700
shares
|
$1.6 Million
1.01% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
29,680
shares
|
$1.6 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
29,603
shares
|
$1.59 Million
0.75% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
29,545
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
29,496
shares
|
$1.59 Million
0.53% of portfolio
|
Q2 2023
Added 14.4%
|