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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,739
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2023
Added 35.94%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
24,491
shares
|
$1.29 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
24,336
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
24,298
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2025
Added 37.1%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
24,251
shares
|
$1.28 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
24,248
shares
|
$1.28 Million
0.16% of portfolio
|
Q3 2025
Reduced 23.87%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
24,246
shares
|
$1.28 Million
0.08% of portfolio
|
Q2 2025
Added 387.45%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
24,213
shares
|
$1.28 Million
0.44% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
24,107
shares
|
$1.27 Million
1.15% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
24,095
shares
|
$1.27 Million
0.12% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
24,062
shares
|
$1.27 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
24,033
shares
|
$1.27 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
23,903
shares
|
$1.26 Million
1.56% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
23,871
shares
|
$1.26 Million
0.29% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 14, 2025 Q3 2025 |
23,610
shares
|
$1.25 Million
0.92% of portfolio
|
Q3 2025
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
23,545
shares
|
$1.24 Million
1.05% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
23,517
shares
|
$1.24 Million
0.54% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
23,500
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
23,403
shares
|
$1.24 Million
0.17% of portfolio
|
Q3 2025
Added 44.61%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
23,335
shares
|
$1.23 Million
0.3% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
23,201
shares
|
$1.22 Million
0.62% of portfolio
|
Q3 2025
Added 12.13%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
23,111
shares
|
$1.22 Million
0.07% of portfolio
|
Q2 2025
Added 48.0%
|
|
|
Eagle Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
23,082
shares
|
$1.22 Million
0.47% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
22,832
shares
|
$1.21 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
22,784
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 28.78%
|