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 |
|---|---|---|---|---|---|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
15,376
shares
|
$811,545
0.71% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
15,365
shares
|
$810,964
0.0% of portfolio
|
Q2 2025
Reduced 80.54%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
15,325
shares
|
$808,853
0.25% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
15,320
shares
|
$808,589
0.1% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
15,287
shares
|
$806,847
0.05% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
15,143
shares
|
$799,247
0.12% of portfolio
|
Q3 2023
Added 4.43%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
15,128
shares
|
$798,455
0.07% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
15,121
shares
|
$798,086
0.04% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
14,988
shares
|
$791,066
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
14,956
shares
|
$789,377
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
14,893
shares
|
$786,052
0.6% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
14,844
shares
|
$783,466
0.47% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
14,822
shares
|
$782,305
0.31% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
14,817
shares
|
$782,041
0.27% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
14,810
shares
|
$781,671
0.08% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
14,799
shares
|
$781,091
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
14,676
shares
|
$774,599
0.01% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
14,657
shares
|
$773,596
0.02% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
14,589
shares
|
$770,007
0.17% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
14,546
shares
|
$767,737
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
14,521
shares
|
$766,418
0.08% of portfolio
|
Q3 2025
Added 102.27%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
14,514
shares
|
$766,048
0.65% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
14,498
shares
|
$765,204
0.04% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
14,461
shares
|
$763,251
0.23% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
14,439
shares
|
$762,090
0.41% of portfolio
|
Q2 2025
Reduced 3.25%
|