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 |
|---|---|---|---|---|---|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
22,784
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 28.78%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
22,757
shares
|
$1.2 Million
0.32% of portfolio
|
Q3 2025
Reduced 55.97%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
22,720
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
22,698
shares
|
$1.2 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
22,693
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 18.81%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
22,684
shares
|
$1.2 Million
0.59% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
22,634
shares
|
$1.19 Million
0.89% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
22,603
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
22,532
shares
|
$1.19 Million
0.5% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
22,464
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Added 222.81%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
22,421
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
22,412
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2024
Added 25.49%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
22,385
shares
|
$1.18 Million
0.37% of portfolio
|
Q3 2025
Reduced 13.15%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
22,372
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
22,314
shares
|
$1.18 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
22,176
shares
|
$1.17 Million
0.26% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
22,157
shares
|
$1.17 Million
0.19% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
22,103
shares
|
$1.17 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Quantessence Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,074
shares
|
$1.17 Million
0.34% of portfolio
|
Q2 2025
Reduced 62.68%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
21,963
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
21,934
shares
|
$1.16 Million
0.34% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
21,807
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
21,792
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2025
Added 30.77%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
21,628
shares
|
$1.14 Million
1.09% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
21,621
shares
|
$1.14 Million
0.2% of portfolio
|
Q2 2025
Added 32.23%
|