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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,242
shares
|
$698,912
0.13% of portfolio
|
Q1 2024
Added 105.68%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
13,225
shares
|
$698,015
0.34% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Morangie Management LLC
New York, NY |
Oct 03, 2025 Q3 2025 |
13,181
shares
|
$695,693
0.61% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
13,171
shares
|
$695,165
0.17% of portfolio
|
Q2 2025
Added 2321.14%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
13,171
shares
|
$695,165
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
13,164
shares
|
$694,795
0.07% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
13,129
shares
|
$692,948
0.26% of portfolio
|
Q2 2025
Reduced 42.6%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
13,077
shares
|
$690,204
0.12% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
12,988
shares
|
$685,506
0.17% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
12,978
shares
|
$684,978
0.47% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
12,949
shares
|
$683,448
0.04% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Jb Global.Com LLC
New York, NY |
Oct 06, 2025 Q3 2025 |
12,921
shares
|
$681,970
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
12,840
shares
|
$677,695
0.4% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
12,777
shares
|
$674,370
0.02% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
12,757
shares
|
$673,314
0.29% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
12,742
shares
|
$672,522
0.03% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
12,688
shares
|
$669,672
0.05% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
12,662
shares
|
$668,300
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
12,642
shares
|
$667,244
0.18% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
12,642
shares
|
$667,244
0.17% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
12,640
shares
|
$667,139
0.14% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
12,619
shares
|
$666,030
0.22% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
12,582
shares
|
$664,077
0.11% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
12,552
shares
|
$662,494
0.27% of portfolio
|
Q3 2025
Reduced 16.04%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
12,545
shares
|
$662,125
0.16% of portfolio
|
Q3 2025
Added 0.02%
|