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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
27,655
shares
|
$1.46 Million
0.08% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
27,604
shares
|
$1.46 Million
0.36% of portfolio
|
Q3 2025
Added 31.95%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
27,497
shares
|
$1.45 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
27,414
shares
|
$1.45 Million
0.15% of portfolio
|
Q2 2024
Reduced 19.95%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
27,356
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
27,283
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2025
Added 12.87%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
27,280
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,203
shares
|
$1.44 Million
0.19% of portfolio
|
Q3 2024
Added 45.4%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
27,079
shares
|
$1.43 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
27,076
shares
|
$1.43 Million
0.05% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
26,873
shares
|
$1.42 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
26,827
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.77%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
26,816
shares
|
$1.42 Million
0.51% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
26,711
shares
|
$1.41 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
26,654
shares
|
$1.41 Million
0.15% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
26,591
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2022
Added 17.49%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
26,555
shares
|
$1.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 77.27%
|
|
|
Peak Financial Advisors LLC
|
Oct 08, 2025 Q3 2025 |
26,553
shares
|
$1.4 Million
0.89% of portfolio
|
Q3 2025
Added 116.49%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
26,537
shares
|
$1.4 Million
0.11% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Lee Johnson Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
26,521
shares
|
$1.4 Million
0.48% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
26,481
shares
|
$1.4 Million
0.06% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
26,438
shares
|
$1.4 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
26,404
shares
|
$1.39 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
26,349
shares
|
$1.39 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
26,255
shares
|
$1.39 Million
0.56% of portfolio
|
Q1 2024
Reduced 7.37%
|