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 |
|---|---|---|---|---|---|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
17,102
shares
|
$919,403
0.2% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
17,066
shares
|
$917,468
0.23% of portfolio
|
Q3 2025
Reduced 14.76%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
17,038
shares
|
$915,962
0.07% of portfolio
|
Q2 2025
Added 55.37%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
17,026
shares
|
$915,317
0.61% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
16,933
shares
|
$910,318
0.43% of portfolio
|
Q3 2025
Reduced 62.84%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
16,915
shares
|
$909,350
0.02% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
16,909
shares
|
$909,027
0.04% of portfolio
|
Q3 2023
Reduced 3.67%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
16,892
shares
|
$908,113
0.33% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
16,860
shares
|
$906,393
0.41% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
16,825
shares
|
$904,512
0.21% of portfolio
|
Q3 2025
Reduced 28.28%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
16,767
shares
|
$901,393
0.34% of portfolio
|
Q3 2025
Added 76.61%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
16,756
shares
|
$900,802
0.01% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
16,740
shares
|
$899,942
0.03% of portfolio
|
Q2 2025
Reduced 12.84%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
16,732
shares
|
$899,512
0.09% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
16,724
shares
|
$899,082
0.06% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
16,720
shares
|
$898,867
0.3% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Trust CO Of Oklahoma
|
Oct 21, 2025 Q3 2025 |
16,705
shares
|
$898,060
0.27% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
16,650
shares
|
$895,104
0.62% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
16,644
shares
|
$894,781
0.05% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
16,534
shares
|
$888,867
0.25% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
16,475
shares
|
$885,696
0.58% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
16,441
shares
|
$883,868
0.11% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
16,417
shares
|
$882,577
0.03% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
16,322
shares
|
$877,470
0.04% of portfolio
|
Q2 2024
Added 6.81%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
16,320
shares
|
$877,363
0.03% of portfolio
|
Q3 2025
Added 2.52%
|