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 |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
18,174
shares
|
$959,223
0.08% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,162
shares
|
$958,590
0.04% of portfolio
|
Q2 2022
Reduced 25.26%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
18,114
shares
|
$956,056
0.37% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
18,063
shares
|
$953,365
0.62% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
18,058
shares
|
$953,101
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
17,941
shares
|
$946,925
0.06% of portfolio
|
Q2 2025
Added 97.31%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
17,928
shares
|
$946,239
0.02% of portfolio
|
Q1 2025
Reduced 75.1%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
17,876
shares
|
$943,495
0.1% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
17,875
shares
|
$943,442
0.18% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
17,811
shares
|
$940,064
0.17% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
17,801
shares
|
$939,536
0.52% of portfolio
|
Q3 2025
Reduced 57.79%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
17,801
shares
|
$939,536
0.95% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
17,788
shares
|
$938,850
0.08% of portfolio
|
Q3 2025
Added 12.68%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
17,595
shares
|
$928,664
0.04% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
17,568
shares
|
$927,239
0.41% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
17,558
shares
|
$926,711
0.16% of portfolio
|
Q2 2025
Reduced 70.18%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
17,547
shares
|
$926,130
0.25% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
17,512
shares
|
$924,283
0.17% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
17,509
shares
|
$924,125
0.65% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
17,474
shares
|
$922,277
0.06% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
17,459
shares
|
$921,486
0.08% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Riversedge Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
17,398
shares
|
$918,266
0.16% of portfolio
|
Q3 2023
Added 0.46%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Oct 28, 2025 Q3 2025 |
17,370
shares
|
$916,788
0.53% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
17,169
shares
|
$906,179
0.1% of portfolio
|
Q2 2025
Reduced 52.11%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
17,160
shares
|
$905,704
0.04% of portfolio
|
Q1 2025
Reduced 1.91%
|