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 |
|---|---|---|---|---|---|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,587
shares
|
$407,877
0.12% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
7,586
shares
|
$407,823
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
7,569
shares
|
$406,909
0.07% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,562
shares
|
$406,533
0.02% of portfolio
|
Q2 2022
Reduced 6.03%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
7,561
shares
|
$406,479
0.11% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
7,553
shares
|
$406,049
0.01% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
7,538
shares
|
$405,242
0.05% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
7,517
shares
|
$404,113
0.02% of portfolio
|
Q3 2025
Added 19.05%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
7,509
shares
|
$403,683
0.19% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
7,486
shares
|
$402,447
0.36% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
7,438
shares
|
$399,866
0.01% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
7,404
shares
|
$398,039
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
7,403
shares
|
$397,985
0.06% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
7,391
shares
|
$397,340
0.04% of portfolio
|
Q3 2025
Reduced 12.67%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
7,375
shares
|
$396,480
0.03% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
7,349
shares
|
$395,082
0.01% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
7,307
shares
|
$392,824
0.09% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
7,304
shares
|
$392,663
0.05% of portfolio
|
Q3 2025
Reduced 49.02%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
7,300
shares
|
$392,448
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
7,298
shares
|
$392,340
0.07% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,249
shares
|
$389,706
0.0% of portfolio
|
Q2 2025
Reduced 19.59%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
7,248
shares
|
$389,652
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
7,243
shares
|
$389,383
0.1% of portfolio
|
Q3 2025
Added 24.56%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
7,236
shares
|
$389,007
0.12% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 08, 2025 Q3 2025 |
7,232
shares
|
$388,792
0.15% of portfolio
|
Q3 2025
Added 1.74%
|