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 |
|---|---|---|---|---|---|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
8,787
shares
|
$463,777
0.06% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
8,771
shares
|
$462,933
0.13% of portfolio
|
Q3 2025
Reduced 14.21%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
8,768
shares
|
$462,775
0.08% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,757
shares
|
$462,194
0.02% of portfolio
|
Q3 2023
Reduced 70.85%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,697
shares
|
$459,027
0.02% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
8,684
shares
|
$458,341
0.01% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
8,681
shares
|
$458,183
0.34% of portfolio
|
Q2 2025
Reduced 20.12%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
8,662
shares
|
$457,180
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
8,647
shares
|
$456,388
0.01% of portfolio
|
Q3 2022
Added 1.34%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
8,629
shares
|
$455,438
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
8,615
shares
|
$454,699
0.25% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
8,580
shares
|
$452,852
0.03% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
8,554
shares
|
$451,480
0.01% of portfolio
|
Q1 2025
Added 26.44%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
8,550
shares
|
$451,269
0.04% of portfolio
|
Q2 2025
Reduced 24.96%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
8,545
shares
|
$451,005
0.05% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
8,507
shares
|
$448,999
0.01% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
8,500
shares
|
$448,630
0.3% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,494
shares
|
$448,313
0.04% of portfolio
|
Q4 2024
Reduced 35.35%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
8,474
shares
|
$447,257
0.02% of portfolio
|
Q2 2025
Reduced 30.55%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
8,463
shares
|
$446,677
0.04% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
8,419
shares
|
$444,354
0.1% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Oct 29, 2025 Q3 2025 |
8,419
shares
|
$444,354
0.53% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
8,417
shares
|
$444,249
0.15% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
8,405
shares
|
$443,615
0.34% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,401
shares
|
$443,404
0.11% of portfolio
|
Q3 2025
Reduced 1.12%
|