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 |
|---|---|---|---|---|---|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
7,226
shares
|
$381,388
0.11% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
7,223
shares
|
$381,229
0.01% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
7,217
shares
|
$380,913
0.06% of portfolio
|
Q1 2025
Reduced 49.94%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
7,211
shares
|
$380,596
0.07% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
7,207
shares
|
$380,385
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
7,188
shares
|
$379,382
0.04% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,172
shares
|
$378,538
0.05% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
7,146
shares
|
$377,165
0.2% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,144
shares
|
$377,060
0.02% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
7,136
shares
|
$376,638
0.04% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Central Bank & Trust CO
|
Oct 09, 2025 Q3 2025 |
7,135
shares
|
$376,585
0.06% of portfolio
|
Q3 2025
Reduced 45.81%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
7,134
shares
|
$376,532
0.02% of portfolio
|
Q3 2025
Added 21.37%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
7,104
shares
|
$374,949
0.16% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
7,094
shares
|
$374,421
0.12% of portfolio
|
Q2 2025
Reduced 15.6%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
7,078
shares
|
$373,576
0.29% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
7,077
shares
|
$373,524
0.25% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
7,062
shares
|
$372,732
0.05% of portfolio
|
Q3 2025
Reduced 24.63%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
7,022
shares
|
$370,621
0.13% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
7,014
shares
|
$370,198
0.01% of portfolio
|
Q3 2025
Added 35.17%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
7,008
shares
|
$369,882
0.2% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
6,994
shares
|
$369,143
0.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
6,985
shares
|
$368,668
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
6,969
shares
|
$367,823
0.14% of portfolio
|
Q3 2025
Added 60.72%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,958
shares
|
$367,243
0.14% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
6,955
shares
|
$367,084
0.29% of portfolio
|
Q1 2025
Added 8.16%
|