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 2,165 institutions that hold shares in the stock, with a total of 764 Million shares, which have been reported (via 13F filing form) to have a value of $41.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
13,171
shares
|
$690,818
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
13,164
shares
|
$690,451
0.07% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
13,157
shares
|
$690,084
0.14% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
13,113
shares
|
$687,776
0.21% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
13,077
shares
|
$685,888
0.12% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
12,988
shares
|
$681,220
0.17% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
12,978
shares
|
$680,696
0.47% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
12,969
shares
|
$680,224
0.48% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
12,949
shares
|
$679,175
0.04% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Jb Global.Com LLC
New York, NY |
Oct 06, 2025 Q3 2025 |
12,921
shares
|
$677,706
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
12,840
shares
|
$673,458
0.4% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
12,769
shares
|
$669,734
0.02% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
12,757
shares
|
$669,104
0.29% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
12,742
shares
|
$668,317
0.03% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
12,688
shares
|
$665,485
0.05% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
12,662
shares
|
$664,121
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
12,642
shares
|
$663,072
0.18% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
12,642
shares
|
$663,072
0.17% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
12,640
shares
|
$662,968
0.14% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
12,582
shares
|
$659,925
0.1% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
12,552
shares
|
$658,352
0.27% of portfolio
|
Q3 2025
Reduced 16.04%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
12,545
shares
|
$657,985
0.16% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
12,540
shares
|
$657,723
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
12,533
shares
|
$657,355
0.05% of portfolio
|
Q3 2025
Added 21.9%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
12,426
shares
|
$651,743
0.0% of portfolio
|
Q3 2025
Reduced 99.36%
|