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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
19,235
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Reduced 36.11%
|
|
|
Azora Capital LP
Miami, FL |
Aug 14, 2025 Q2 2025 |
19,211
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
19,206
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Reduced 21.29%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
19,170
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2025
Added 22.2%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
19,081
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2022
Added 4.05%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
18,961
shares
|
$1 Million
0.36% of portfolio
|
Q1 2025
Added 151.31%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
18,856
shares
|
$995,219
0.45% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
18,725
shares
|
$988,305
0.24% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
18,623
shares
|
$982,921
0.37% of portfolio
|
Q2 2023
Added 17.92%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
18,618
shares
|
$982,658
0.01% of portfolio
|
Q2 2025
Reduced 22.39%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
18,598
shares
|
$981,602
0.08% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
18,561
shares
|
$979,649
0.09% of portfolio
|
Q2 2025
Reduced 13.93%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
18,552
shares
|
$979,174
0.16% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
18,511
shares
|
$977,010
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
18,495
shares
|
$976,166
0.15% of portfolio
|
Q3 2025
Reduced 30.76%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
18,333
shares
|
$967,615
0.38% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
18,274
shares
|
$964,501
0.01% of portfolio
|
Q3 2025
Reduced 34.24%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
18,268
shares
|
$964,185
0.32% of portfolio
|
Q3 2025
Added 157.51%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
18,256
shares
|
$963,551
0.01% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
18,251
shares
|
$963,287
0.05% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
18,239
shares
|
$962,654
0.0% of portfolio
|
Q3 2022
Reduced 71.34%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
18,219
shares
|
$961,598
0.29% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
18,218
shares
|
$961,546
0.04% of portfolio
|
Q3 2025
Reduced 16.48%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
18,190
shares
|
$960,068
0.28% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18,184
shares
|
$959,751
0.15% of portfolio
|
Q2 2025
Reduced 2.52%
|