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 2,165 institutions that hold shares in the stock, with a total of 764 Million shares, which have been reported (via 13F filing form) to have a value of $41.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
9,265
shares
|
$485,949
0.09% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
9,258
shares
|
$485,582
0.04% of portfolio
|
Q3 2025
Reduced 45.97%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
9,229
shares
|
$484,061
0.3% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
9,192
shares
|
$482,120
0.14% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
9,160
shares
|
$480,442
0.02% of portfolio
|
Q3 2025
Added 57.77%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
9,159
shares
|
$480,389
0.12% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
9,154
shares
|
$480,127
0.03% of portfolio
|
Q3 2025
Added 29.0%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
9,137
shares
|
$479,235
0.12% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,121
shares
|
$478,396
0.07% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
9,100
shares
|
$477,295
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
9,049
shares
|
$474,620
0.1% of portfolio
|
Q3 2025
Reduced 9.92%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
9,042
shares
|
$474,252
0.07% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
9,004
shares
|
$472,259
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
8,986
shares
|
$471,315
0.02% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
8,955
shares
|
$469,689
0.09% of portfolio
|
Q1 2025
Added 24.98%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Oct 14, 2025 Q3 2025 |
8,938
shares
|
$468,798
0.39% of portfolio
|
Q3 2025
Reduced 12.53%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,936
shares
|
$468,693
0.22% of portfolio
|
Q2 2024
Reduced 19.69%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
8,876
shares
|
$465,546
0.16% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
8,872
shares
|
$465,336
0.31% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
8,868
shares
|
$465,126
0.03% of portfolio
|
Q3 2023
Reduced 5.26%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
8,858
shares
|
$464,602
0.34% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
8,822
shares
|
$462,713
0.74% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
8,787
shares
|
$460,878
0.06% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
8,771
shares
|
$460,038
0.13% of portfolio
|
Q3 2025
Reduced 14.21%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
8,768
shares
|
$459,881
0.08% of portfolio
|
Q3 2025
Reduced 1.65%
|