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 |
|---|---|---|---|---|---|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Oct 14, 2025 Q3 2025 |
21,560
shares
|
$1.14 Million
0.91% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 28, 2025 Q3 2025 |
21,544
shares
|
$1.14 Million
0.7% of portfolio
|
Q3 2025
Reduced 75.18%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
21,464
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
21,390
shares
|
$1.13 Million
0.4% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
21,380
shares
|
$1.13 Million
0.47% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
21,273
shares
|
$1.12 Million
0.81% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
21,069
shares
|
$1.11 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
21,036
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Added 49.01%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
20,972
shares
|
$1.11 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
20,954
shares
|
$1.11 Million
0.68% of portfolio
|
Q3 2025
Reduced 10.15%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
20,905
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
20,699
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
20,671
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
20,657
shares
|
$1.09 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
20,615
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2025
Added 62.54%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
20,610
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
20,607
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
20,580
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
20,552
shares
|
$1.08 Million
0.66% of portfolio
|
Q3 2025
Added 345.04%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
20,532
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
20,464
shares
|
$1.08 Million
0.62% of portfolio
|
Q3 2025
Reduced 66.85%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
20,444
shares
|
$1.08 Million
0.32% of portfolio
|
Q3 2025
Added 54.49%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
20,433
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
20,387
shares
|
$1.08 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
20,373
shares
|
$1.08 Million
0.3% of portfolio
|
Q2 2025
Added 11.36%
|