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 2,158 institutions that hold shares in the stock, with a total of 759 Million shares, which have been reported (via 13F filing form) to have a value of $40.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
547,271
shares
|
$28.9 Million
2.67% of portfolio
|
Q2 2025
Added 52.92%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
542,993
shares
|
$28.7 Million
1.67% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
537,641
shares
|
$28.4 Million
6.21% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 09, 2025 Q3 2025 |
527,877
shares
|
$27.9 Million
10.59% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
526,403
shares
|
$27.8 Million
0.01% of portfolio
|
Q2 2025
Added 29.23%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
526,238
shares
|
$27.8 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
520,716
shares
|
$27.5 Million
0.15% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
518,548
shares
|
$27.4 Million
0.06% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
518,404
shares
|
$27.4 Million
0.02% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
510,406
shares
|
$27 Million
5.64% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
505,177
shares
|
$26.7 Million
1.53% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
504,857
shares
|
$26.7 Million
0.13% of portfolio
|
Q2 2025
Added 18.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
503,950
shares
|
$26.6 Million
0.41% of portfolio
|
Q3 2025
Added 1211.07%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
503,179
shares
|
$26.6 Million
0.29% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
486,986
shares
|
$25.7 Million
0.05% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
481,866
shares
|
$25.4 Million
0.13% of portfolio
|
Q2 2025
Added 3645.56%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
476,954
shares
|
$25.2 Million
6.75% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
475,084
shares
|
$25.1 Million
0.08% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
468,136
shares
|
$24.7 Million
2.78% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
460,217
shares
|
$24.3 Million
0.17% of portfolio
|
Q2 2025
Added 71.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
457,214
shares
|
$24.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 47.55%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
455,263
shares
|
$24 Million
0.15% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
453,315
shares
|
$23.9 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
453,289
shares
|
$23.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 80.24%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
446,796
shares
|
$23.6 Million
0.44% of portfolio
|
Q2 2025
Added 52.32%
|