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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,233
shares
|
$328,977
0.16% of portfolio
|
Q2 2024
Reduced 64.55%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
6,222
shares
|
$328,397
0.08% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
6,215
shares
|
$328,027
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
6,188
shares
|
$326,602
0.16% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
6,175
shares
|
$325,916
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
6,163
shares
|
$325,283
0.01% of portfolio
|
Q3 2025
Reduced 18.51%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
6,151
shares
|
$324,649
0.12% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
6,149
shares
|
$324,544
0.02% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
6,138
shares
|
$323,963
0.1% of portfolio
|
Q3 2025
Added 20.99%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Nov 07, 2025 Q3 2025 |
6,122
shares
|
$323,119
0.22% of portfolio
|
Q3 2025
Reduced 16.29%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
6,113
shares
|
$322,644
0.21% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
6,104
shares
|
$322,169
0.0% of portfolio
|
Q2 2025
Added 24.55%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
6,100
shares
|
$321,958
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
6,097
shares
|
$321,799
0.06% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
6,095
shares
|
$321,694
0.03% of portfolio
|
Q2 2025
Reduced 19.93%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
6,092
shares
|
$321,535
0.03% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,085
shares
|
$321,166
0.01% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
6,071
shares
|
$320,427
0.12% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
6,065
shares
|
$320,110
0.28% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
6,060
shares
|
$319,846
0.17% of portfolio
|
Q3 2025
Added 23.32%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
6,000
shares
|
$316,680
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
5,999
shares
|
$316,627
0.01% of portfolio
|
Q2 2025
Reduced 58.46%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
5,995
shares
|
$316,416
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,976
shares
|
$315,413
0.03% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
5,963
shares
|
$314,727
0.02% of portfolio
|
Q2 2025
Reduced 3.15%
|