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 2,162 institutions that hold shares in the stock, with a total of 742 Million shares, which have been reported (via 13F filing form) to have a value of $39.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
12,540
shares
|
$661,861
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
12,533
shares
|
$661,491
0.05% of portfolio
|
Q3 2025
Added 21.9%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
12,420
shares
|
$655,527
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
12,406
shares
|
$654,788
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
12,391
shares
|
$653,996
0.09% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
12,364
shares
|
$652,571
0.15% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
12,330
shares
|
$650,777
0.02% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
12,285
shares
|
$648,402
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
12,279
shares
|
$648,085
0.06% of portfolio
|
Q2 2024
Reduced 94.16%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
12,250
shares
|
$646,555
0.19% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,212
shares
|
$644,549
0.1% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
12,206
shares
|
$644,232
0.39% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
12,172
shares
|
$642,438
0.5% of portfolio
|
Q3 2025
Reduced 33.62%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
12,154
shares
|
$641,488
0.14% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
12,144
shares
|
$640,960
0.03% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
12,120
shares
|
$639,693
0.5% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
12,105
shares
|
$638,901
0.06% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
12,105
shares
|
$638,901
0.35% of portfolio
|
Q3 2025
Added 25.38%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
12,097
shares
|
$638,479
0.04% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
12,022
shares
|
$634,521
0.01% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
12,000
shares
|
$633,360
0.43% of portfolio
|
Q3 2023
Reduced 1.61%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
11,998
shares
|
$633,254
0.18% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
11,993
shares
|
$632,990
0.16% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
11,969
shares
|
$631,723
0.02% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
11,965
shares
|
$631,512
0.3% of portfolio
|
Q3 2025
Reduced 31.37%
|