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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
16,279
shares
|
$875,159
0.03% of portfolio
|
Q3 2025
Added 62.17%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
16,276
shares
|
$874,997
0.16% of portfolio
|
Q3 2025
Added 24.1%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
16,261
shares
|
$874,191
0.5% of portfolio
|
Q1 2025
Reduced 20.14%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
16,225
shares
|
$872,256
0.23% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
16,210
shares
|
$871,449
0.49% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
16,183
shares
|
$869,998
0.09% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
16,122
shares
|
$866,718
0.87% of portfolio
|
Q2 2022
Reduced 24.58%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
16,112
shares
|
$866,181
0.34% of portfolio
|
Q3 2025
Reduced 71.31%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
16,066
shares
|
$863,708
0.05% of portfolio
|
Q3 2025
Added 14.0%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
15,967
shares
|
$858,385
0.46% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
15,849
shares
|
$852,042
0.13% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
15,816
shares
|
$850,268
0.44% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
15,775
shares
|
$848,064
0.17% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
15,719
shares
|
$845,053
0.09% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
15,680
shares
|
$842,956
0.08% of portfolio
|
Q3 2025
Reduced 13.79%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
15,504
shares
|
$833,495
0.17% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
15,504
shares
|
$833,495
0.81% of portfolio
|
Q2 2025
Reduced 35.16%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
15,490
shares
|
$832,742
0.62% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
15,487
shares
|
$832,581
0.1% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
15,420
shares
|
$828,979
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
15,417
shares
|
$828,817
0.55% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 29, 2025 Q3 2025 |
15,386
shares
|
$827,151
0.51% of portfolio
|
Q3 2025
Added 1.68%
|