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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
1,073,396
shares
|
$56.7 Million
2.2% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
1,055,072
shares
|
$55.7 Million
0.1% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
1,054,488
shares
|
$55.7 Million
15.94% of portfolio
|
Q2 2025
Added 118.74%
|
|
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
Aug 15, 2025 Q2 2025 |
985,300
shares
|
$52 Million
1.27% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
975,285
shares
|
$51.5 Million
0.12% of portfolio
|
Q3 2025
Reduced 13.55%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
965,293
shares
|
$51 Million
0.15% of portfolio
|
Q2 2025
Reduced 32.77%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
963,757
shares
|
$50.9 Million
0.29% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
953,732
shares
|
$50.4 Million
0.09% of portfolio
|
Q2 2025
Added 575.21%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 07, 2025 Q3 2025 |
937,119
shares
|
$49.5 Million
2.31% of portfolio
|
Q3 2025
Reduced 13.98%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
905,476
shares
|
$47.8 Million
0.04% of portfolio
|
Q2 2025
Added 883.16%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
900,000
shares
|
$47.5 Million
0.18% of portfolio
|
Q2 2025
Added 80.0%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
895,558
shares
|
$47.3 Million
1.6% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
876,543
shares
|
$46.3 Million
0.37% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
874,624
shares
|
$46.2 Million
0.27% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
863,200
shares
|
$45.6 Million
3.02% of portfolio
|
Q3 2025
Added 37.98%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
834,946
shares
|
$44.1 Million
2.99% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
827,241
shares
|
$43.7 Million
3.4% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
821,185
shares
|
$43.4 Million
0.94% of portfolio
|
Q3 2025
Added 11778.85%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
820,716
shares
|
$43.3 Million
0.13% of portfolio
|
Q3 2025
Added 13.66%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
793,466
shares
|
$41.9 Million
3.48% of portfolio
|
Q1 2025
Added 1422.3%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
791,991
shares
|
$41.8 Million
0.03% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
781,192
shares
|
$41.3 Million
2.39% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
767,591
shares
|
$40.5 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 27, 2025 Q3 2025 |
765,764
shares
|
$40.4 Million
8.66% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
756,328
shares
|
$39.9 Million
3.29% of portfolio
|
Q4 2024
Added 1.11%
|