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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
9,650
shares
|
$509,327
0.01% of portfolio
|
Q2 2025
Reduced 25.87%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
9,640
shares
|
$508,799
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
9,634
shares
|
$508,482
0.02% of portfolio
|
Q3 2025
Added 23.85%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
9,628
shares
|
$508,165
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
9,587
shares
|
$506,001
0.18% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
9,560
shares
|
$504,576
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
9,559
shares
|
$504,524
0.44% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
9,553
shares
|
$504,207
0.0% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,528
shares
|
$502,887
0.17% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
9,521
shares
|
$502,518
0.15% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
9,512
shares
|
$502,043
0.02% of portfolio
|
Q3 2025
Added 62.46%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
9,510
shares
|
$501,937
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
9,500
shares
|
$501,410
0.13% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
9,494
shares
|
$501,093
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
9,494
shares
|
$501,093
0.26% of portfolio
|
Q2 2025
Reduced 84.61%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
9,484
shares
|
$500,565
0.18% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
9,458
shares
|
$499,193
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Youngs Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
9,454
shares
|
$498,982
0.18% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
9,446
shares
|
$498,559
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
9,440
shares
|
$498,243
0.01% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
9,428
shares
|
$497,609
0.11% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
9,373
shares
|
$494,706
0.01% of portfolio
|
Q3 2025
Reduced 18.16%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
9,369
shares
|
$494,495
0.04% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
9,339
shares
|
$492,912
0.12% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
9,298
shares
|
$490,748
0.09% of portfolio
|
Q2 2025
Added 52.43%
|