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 2,158 institutions that hold shares in the stock, with a total of 759 Million shares, which have been reported (via 13F filing form) to have a value of $40.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
720,983
shares
|
$38.1 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
700,779
shares
|
$37 Million
0.12% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Aug 14, 2025 Q2 2025 |
689,300
shares
|
$36.4 Million
0.82% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
688,900
shares
|
$36.4 Million
5.29% of portfolio
|
Q4 2023
New holding
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
688,900
shares
|
$36.4 Million
1.05% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Aug 11, 2025 Q2 2025 |
673,600
shares
|
$35.6 Million
5.43% of portfolio
|
Q2 2025
Reduced 25.29%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
666,255
shares
|
$35.2 Million
0.14% of portfolio
|
Q2 2023
Reduced 97.43%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
664,247
shares
|
$35.1 Million
4.91% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
660,861
shares
|
$34.9 Million
2.2% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
654,626
shares
|
$34.6 Million
5.73% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
652,318
shares
|
$34.4 Million
0.05% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
643,042
shares
|
$34 Million
0.11% of portfolio
|
Q3 2025
Added 37.38%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
628,155
shares
|
$33.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 21.19%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
616,605
shares
|
$32.6 Million
1.02% of portfolio
|
Q2 2025
Reduced 36.04%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
598,495
shares
|
$31.6 Million
0.86% of portfolio
|
Q3 2025
Added 22.77%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
596,962
shares
|
$31.5 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
589,110
shares
|
$31.1 Million
0.04% of portfolio
|
Q2 2025
Added 148.87%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
580,693
shares
|
$30.7 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
573,051
shares
|
$30.3 Million
4.44% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
568,170
shares
|
$30 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
567,081
shares
|
$29.9 Million
1.26% of portfolio
|
Q3 2025
Added 21.32%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
563,548
shares
|
$29.8 Million
1.11% of portfolio
|
Q3 2025
Reduced 15.73%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
563,280
shares
|
$29.7 Million
2.46% of portfolio
|
N/A
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
554,499
shares
|
$29.3 Million
1.39% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
549,194
shares
|
$29 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.78%
|