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 |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
6,577
shares
|
$347,134
0.05% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
6,576
shares
|
$347,081
0.06% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
6,576
shares
|
$347,081
0.19% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
6,568
shares
|
$346,659
0.22% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 20, 2025 Q3 2025 |
6,500
shares
|
$343,070
0.16% of portfolio
|
Q2 2025
Reduced 36.74%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
6,500
shares
|
$343,070
0.0% of portfolio
|
Q1 2025
Added 147.24%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
6,447
shares
|
$340,272
0.12% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
6,438
shares
|
$339,797
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
6,423
shares
|
$339,005
0.02% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,416
shares
|
$338,636
0.02% of portfolio
|
Q2 2023
Added 1.83%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
6,415
shares
|
$338,583
0.03% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
6,415
shares
|
$338,583
0.27% of portfolio
|
Q3 2025
Added 21.91%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
6,405
shares
|
$338,055
0.06% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
In Track Investment Management Inc
|
Oct 21, 2025 Q3 2025 |
6,401
shares
|
$337,844
0.23% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
6,400
shares
|
$337,792
0.13% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
6,383
shares
|
$336,894
0.07% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
6,380
shares
|
$336,736
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Holland Advisory Services, Inc.
|
Oct 14, 2025 Q3 2025 |
6,370
shares
|
$336,208
0.47% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
6,358
shares
|
$335,575
0.02% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
6,351
shares
|
$335,205
0.14% of portfolio
|
Q3 2025
Added 48.39%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,322
shares
|
$333,675
0.03% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,300
shares
|
$332,514
0.07% of portfolio
|
Q1 2022
Added 20.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
6,296
shares
|
$332,302
0.03% of portfolio
|
Q2 2025
Reduced 21.5%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
6,240
shares
|
$329,347
0.01% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
6,237
shares
|
$329,188
0.06% of portfolio
|
Q1 2025
Added 0.18%
|