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 |
|---|---|---|---|---|---|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
26,179
shares
|
$1.38 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
26,048
shares
|
$1.37 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Nwi Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
26,000
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
25,983
shares
|
$1.37 Million
0.75% of portfolio
|
Q2 2025
Reduced 33.23%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
25,955
shares
|
$1.37 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
25,920
shares
|
$1.37 Million
0.76% of portfolio
|
Q4 2023
Reduced 53.56%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
25,850
shares
|
$1.36 Million
0.47% of portfolio
|
Q2 2025
Reduced 52.67%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
25,739
shares
|
$1.36 Million
0.09% of portfolio
|
Q2 2025
Added 14.73%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
25,679
shares
|
$1.36 Million
0.18% of portfolio
|
Q3 2024
Added 41.19%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
25,604
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
25,551
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2023
Added 50.28%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
25,548
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
25,519
shares
|
$1.35 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
25,479
shares
|
$1.34 Million
0.46% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
25,467
shares
|
$1.34 Million
0.56% of portfolio
|
Q2 2025
Added 14.52%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
25,360
shares
|
$1.34 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
25,254
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Added 45.17%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,183
shares
|
$1.33 Million
0.06% of portfolio
|
Q4 2023
Reduced 13.35%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
25,162
shares
|
$1.33 Million
0.87% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
25,028
shares
|
$1.32 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
25,022
shares
|
$1.32 Million
0.26% of portfolio
|
Q2 2025
Added 128.57%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
24,950
shares
|
$1.32 Million
0.56% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
24,919
shares
|
$1.32 Million
0.03% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
24,910
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
24,784
shares
|
$1.31 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.31%
|