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 |
|---|---|---|---|---|---|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
20,320
shares
|
$1.07 Million
0.26% of portfolio
|
Q2 2025
Reduced 53.58%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
20,276
shares
|
$1.07 Million
0.19% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
20,229
shares
|
$1.07 Million
0.23% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Oct 10, 2025 Q3 2025 |
20,189
shares
|
$1.07 Million
0.84% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
20,178
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2023
Reduced 19.39%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
20,167
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
20,078
shares
|
$1.06 Million
0.31% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 08, 2025 Q3 2025 |
20,077
shares
|
$1.06 Million
1.07% of portfolio
|
Q3 2025
Reduced 26.52%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
20,055
shares
|
$1.06 Million
0.75% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
20,051
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
19,997
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2024
Reduced 15.35%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
19,965
shares
|
$1.05 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
19,955
shares
|
$1.05 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
19,934
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
19,830
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
19,672
shares
|
$1.04 Million
0.51% of portfolio
|
Q3 2025
Added 77.21%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
19,623
shares
|
$1.04 Million
0.94% of portfolio
|
Q3 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
19,609
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2023
Added 18.34%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
19,599
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
19,596
shares
|
$1.03 Million
1.03% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
19,546
shares
|
$1.03 Million
0.14% of portfolio
|
Q3 2022
Added 3.82%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
19,432
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2025
Reduced 59.3%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
19,371
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
19,285
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
19,264
shares
|
$1.02 Million
1.43% of portfolio
|
Q3 2022
Reduced 14.72%
|