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 2,167 institutions that hold shares in the stock, with a total of 739 Million shares, which have been reported (via 13F filing form) to have a value of $39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
8,374
shares
|
$441,979
0.03% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
8,356
shares
|
$441,029
0.01% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
8,335
shares
|
$439,921
0.04% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
8,321
shares
|
$439,182
0.18% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
8,311
shares
|
$438,654
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Aug 13, 2025 Q2 2025 |
8,289
shares
|
$437,493
0.41% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
8,275
shares
|
$436,754
0.01% of portfolio
|
Q3 2025
Reduced 21.99%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,232
shares
|
$434,484
0.04% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
8,211
shares
|
$433,376
0.29% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
8,209
shares
|
$433,271
0.07% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
8,202
shares
|
$432,901
0.12% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
8,176
shares
|
$431,529
0.07% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,169
shares
|
$431,159
0.1% of portfolio
|
Q2 2022
Added 54.02%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
8,096
shares
|
$427,306
0.05% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
8,064
shares
|
$425,617
0.28% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
8,039
shares
|
$424,298
0.06% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Ncp Inc.
La Quinta, CA |
Aug 14, 2025 Q2 2025 |
8,028
shares
|
$423,717
0.4% of portfolio
|
Q2 2025
Reduced 19.9%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
8,008
shares
|
$422,662
0.13% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
8,000
shares
|
$422,240
0.14% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Iii Capital Management
Boca Raton, FL |
Aug 14, 2025 Q2 2025 |
8,000
shares
|
$422,240
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
7,943
shares
|
$419,231
0.06% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
7,940
shares
|
$419,073
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
7,909
shares
|
$417,437
0.11% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
7,866
shares
|
$415,167
0.25% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
7,863
shares
|
$415,009
0.05% of portfolio
|
Q2 2025
Reduced 9.04%
|