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 |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
11,448
shares
|
$604,225
0.0% of portfolio
|
Q2 2025
Reduced 18.12%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
11,403
shares
|
$601,850
0.35% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
11,396
shares
|
$601,480
0.18% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 17, 2025 Q3 2025 |
11,382
shares
|
$600,741
0.14% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
11,379
shares
|
$600,583
0.01% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
11,367
shares
|
$599,950
0.54% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
11,355
shares
|
$599,316
0.36% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
11,352
shares
|
$599,158
0.1% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
11,309
shares
|
$596,889
0.44% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
11,269
shares
|
$594,777
0.1% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
11,248
shares
|
$593,669
0.02% of portfolio
|
Q2 2025
Reduced 41.41%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
11,225
shares
|
$592,455
0.09% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
11,207
shares
|
$591,505
0.11% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
11,191
shares
|
$590,660
0.07% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2025 Q2 2025 |
11,181
shares
|
$590,133
0.2% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
11,100
shares
|
$585,858
0.01% of portfolio
|
Q2 2025
Reduced 33.13%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
11,042
shares
|
$582,796
0.16% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
10,978
shares
|
$579,418
0.0% of portfolio
|
Q2 2025
Added 30.94%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
10,969
shares
|
$578,943
0.35% of portfolio
|
Q3 2025
Added 24.83%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
10,955
shares
|
$578,204
0.07% of portfolio
|
Q3 2025
Added 20.34%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
10,931
shares
|
$576,938
0.13% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
10,895
shares
|
$575,038
0.44% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
10,834
shares
|
$571,818
0.01% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Lake Street Financial LLC
|
Nov 10, 2025 Q3 2025 |
10,763
shares
|
$568,071
0.08% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Rpg Investment Advisory, LLC
|
Oct 23, 2025 Q3 2025 |
10,758
shares
|
$567,807
0.07% of portfolio
|
Q3 2025
Reduced 2.93%
|