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 |
|---|---|---|---|---|---|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
13,889
shares
|
$733,061
0.25% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
13,886
shares
|
$732,903
0.07% of portfolio
|
Q2 2025
Reduced 97.8%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
13,873
shares
|
$732,216
0.01% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
13,848
shares
|
$730,897
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
13,717
shares
|
$723,983
0.05% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
13,710
shares
|
$723,613
0.22% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
13,680
shares
|
$722,030
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
13,656
shares
|
$720,763
0.02% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
13,645
shares
|
$720,183
0.38% of portfolio
|
Q3 2025
Reduced 52.66%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
13,634
shares
|
$719,602
0.05% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
13,544
shares
|
$714,852
0.75% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
13,525
shares
|
$713,849
0.31% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
13,470
shares
|
$710,946
0.05% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
13,459
shares
|
$710,366
0.24% of portfolio
|
Q3 2025
Reduced 11.33%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
13,453
shares
|
$710,049
0.08% of portfolio
|
Q3 2025
Reduced 11.55%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
13,406
shares
|
$707,568
0.13% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
13,400
shares
|
$707,252
0.35% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
13,314
shares
|
$702,712
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
13,313
shares
|
$702,660
0.19% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
13,306
shares
|
$702,290
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
13,288
shares
|
$701,340
0.3% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
13,281
shares
|
$700,971
0.09% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
13,265
shares
|
$700,126
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
13,259
shares
|
$699,810
0.17% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
13,257
shares
|
$699,704
0.29% of portfolio
|
Q3 2025
Reduced 1.24%
|