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 |
|---|---|---|---|---|---|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
7,851
shares
|
$414,375
0.34% of portfolio
|
Q2 2025
Reduced 45.52%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,847
shares
|
$414,164
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
7,843
shares
|
$413,953
0.04% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
7,840
shares
|
$413,795
0.11% of portfolio
|
Q2 2025
Reduced 31.53%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
7,828
shares
|
$413,161
0.17% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,824
shares
|
$412,950
0.02% of portfolio
|
Q3 2023
Reduced 25.93%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
7,816
shares
|
$412,528
0.17% of portfolio
|
Q1 2023
Reduced 8.63%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
7,803
shares
|
$411,842
0.06% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
7,770
shares
|
$410,100
0.3% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
7,750
shares
|
$409,045
0.1% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
7,740
shares
|
$408,517
0.22% of portfolio
|
Q4 2023
Reduced 25.38%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
7,733
shares
|
$408,147
0.15% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
7,720
shares
|
$407,461
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,713
shares
|
$407,092
0.01% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
7,705
shares
|
$406,669
0.27% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
7,690
shares
|
$405,878
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
7,674
shares
|
$405,033
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
7,647
shares
|
$403,608
0.07% of portfolio
|
Q2 2025
Reduced 32.92%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,640
shares
|
$403,239
0.1% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Sage Capital Advisors,Llc
|
Oct 07, 2025 Q3 2025 |
7,637
shares
|
$403,080
0.1% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
7,628
shares
|
$402,605
0.07% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
7,610
shares
|
$401,655
0.05% of portfolio
|
Q3 2025
Added 24.94%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
7,610
shares
|
$401,655
0.25% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
7,607
shares
|
$401,497
0.39% of portfolio
|
Q2 2025
Added 25.4%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
7,600
shares
|
$401,128
0.01% of portfolio
|
Q3 2025
Reduced 5.79%
|