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 |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
10,710
shares
|
$565,273
0.06% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
10,702
shares
|
$564,851
0.2% of portfolio
|
Q2 2025
Added 59.68%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
10,650
shares
|
$562,107
0.24% of portfolio
|
Q3 2022
Reduced 0.09%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
10,623
shares
|
$560,681
0.27% of portfolio
|
Q3 2025
Reduced 15.57%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,475
shares
|
$552,870
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
10,461
shares
|
$552,131
0.04% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
10,460
shares
|
$552,078
0.12% of portfolio
|
Q2 2025
Reduced 52.99%
|
|
|
Braun Stacey Associates Inc
|
Oct 21, 2025 Q3 2025 |
10,439
shares
|
$550,970
0.02% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
10,438
shares
|
$550,917
0.14% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Chase Investment Counsel Corp
|
Aug 05, 2025 Q2 2025 |
10,426
shares
|
$550,284
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
10,417
shares
|
$549,809
0.07% of portfolio
|
Q3 2025
Reduced 8.97%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,380
shares
|
$547,856
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Brave Asset Management Inc
|
Oct 21, 2025 Q3 2025 |
10,374
shares
|
$547,539
0.14% of portfolio
|
Q2 2025
Reduced 91.01%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
10,365
shares
|
$547,064
0.33% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,322
shares
|
$544,795
0.04% of portfolio
|
Q2 2023
Added 1.2%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
10,285
shares
|
$542,842
0.2% of portfolio
|
Q2 2025
Reduced 33.17%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
10,262
shares
|
$541,628
0.14% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
10,253
shares
|
$541,153
0.25% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
10,248
shares
|
$540,889
0.01% of portfolio
|
Q4 2022
Reduced 22.38%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
10,217
shares
|
$539,253
0.24% of portfolio
|
Q1 2025
Reduced 21.67%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
10,215
shares
|
$539,147
0.55% of portfolio
|
Q4 2023
Reduced 0.67%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
10,200
shares
|
$538,356
0.35% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
10,178
shares
|
$537,194
0.02% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Aug 12, 2025 Q2 2025 |
10,168
shares
|
$536,667
0.11% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
10,166
shares
|
$536,561
0.06% of portfolio
|
Q2 2025
Added 2.47%
|