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 |
|---|---|---|---|---|---|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
29,755
shares
|
$1.57 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
|
$1.57 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
|
$1.57 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
29,603
shares
|
$1.56 Million
0.75% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
29,545
shares
|
$1.56 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
|
$1.56 Million
0.53% of portfolio
|
Q2 2023
Added 14.4%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
29,434
shares
|
$1.55 Million
1.07% of portfolio
|
Q3 2025
Added 3476.43%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
29,333
shares
|
$1.55 Million
0.08% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
29,288
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
29,156
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Added 27.69%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
29,116
shares
|
$1.54 Million
0.44% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Aug 14, 2025 Q2 2025 |
29,000
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
28,895
shares
|
$1.53 Million
0.24% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
28,884
shares
|
$1.52 Million
1.12% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
28,789
shares
|
$1.52 Million
0.67% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
28,771
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2023
Added 45.59%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
28,739
shares
|
$1.52 Million
0.09% of portfolio
|
Q3 2025
Added 15.79%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
28,717
shares
|
$1.52 Million
0.53% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
28,588
shares
|
$1.51 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
28,539
shares
|
$1.51 Million
0.12% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
28,508
shares
|
$1.5 Million
0.53% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
28,471
shares
|
$1.5 Million
0.08% of portfolio
|
Q3 2025
Added 66.7%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
28,388
shares
|
$1.5 Million
0.75% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
28,117
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2025
Reduced 14.05%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
28,082
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.78%
|