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 |
|---|---|---|---|---|---|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
10,143
shares
|
$535,347
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,138
shares
|
$535,083
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
10,081
shares
|
$532,075
0.0% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
10,043
shares
|
$530,069
0.37% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,040
shares
|
$529,911
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
10,039
shares
|
$529,858
0.03% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
10,036
shares
|
$529,700
0.15% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
10,035
shares
|
$529,647
0.17% of portfolio
|
Q3 2023
Reduced 4.43%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
10,029
shares
|
$529,330
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
10,018
shares
|
$528,750
0.01% of portfolio
|
Q3 2025
Reduced 34.45%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
10,010
shares
|
$528,327
0.07% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
10,000
shares
|
$527,800
0.99% of portfolio
|
Q3 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
10,000
shares
|
$527,800
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$527,800
0.09% of portfolio
|
Q3 2021
Reduced 1.96%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
10,000
shares
|
$527,800
0.05% of portfolio
|
Q2 2023
Reduced 31.97%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
9,962
shares
|
$525,794
0.04% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
9,956
shares
|
$525,477
0.04% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
9,904
shares
|
$522,733
0.04% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,853
shares
|
$520,041
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
9,800
shares
|
$517,244
0.19% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
9,795
shares
|
$516,980
0.37% of portfolio
|
Q3 2025
Added 31.07%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
9,779
shares
|
$516,135
0.3% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
9,740
shares
|
$514,077
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
9,670
shares
|
$510,382
0.2% of portfolio
|
Q3 2025
Reduced 84.4%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
9,661
shares
|
$509,907
0.02% of portfolio
|
Q2 2025
Added 0.7%
|