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 |
|---|---|---|---|---|---|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
6,949
shares
|
$366,768
0.05% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
6,949
shares
|
$366,768
0.05% of portfolio
|
Q3 2025
Reduced 43.17%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
6,896
shares
|
$363,970
0.02% of portfolio
|
Q3 2025
Reduced 70.17%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
6,886
shares
|
$363,443
0.3% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
6,881
shares
|
$363,179
0.07% of portfolio
|
Q2 2025
Reduced 33.72%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
6,847
shares
|
$361,384
0.01% of portfolio
|
Q1 2024
Reduced 46.49%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
6,839
shares
|
$360,962
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
6,819
shares
|
$359,906
0.19% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
6,818
shares
|
$359,854
0.12% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
6,818
shares
|
$359,854
0.02% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
6,797
shares
|
$358,745
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
6,790
shares
|
$358,376
0.09% of portfolio
|
Q3 2025
Reduced 64.97%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,741
shares
|
$355,789
0.11% of portfolio
|
Q2 2022
Added 4.09%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
6,726
shares
|
$354,998
0.08% of portfolio
|
Q1 2024
Added 1.82%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
6,709
shares
|
$354,101
0.19% of portfolio
|
Q2 2024
Added 7.71%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
6,704
shares
|
$353,837
0.02% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
6,690
shares
|
$353,098
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
6,660
shares
|
$351,514
0.44% of portfolio
|
Q3 2025
Reduced 47.81%
|
|
|
Delta Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
6,650
shares
|
$350,987
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
6,629
shares
|
$349,878
0.1% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,624
shares
|
$349,614
0.02% of portfolio
|
Q4 2022
Reduced 14.73%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
6,609
shares
|
$348,823
0.09% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
6,604
shares
|
$348,559
0.05% of portfolio
|
Q2 2025
Added 43.57%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
6,585
shares
|
$347,556
0.17% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
6,582
shares
|
$347,397
0.05% of portfolio
|
Q3 2025
Reduced 14.15%
|