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 |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
5,937
shares
|
$313,354
0.11% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
5,936
shares
|
$313,302
0.08% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
5,918
shares
|
$312,352
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
5,908
shares
|
$311,824
0.08% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 23, 2025 Q3 2025 |
5,906
shares
|
$311,718
0.02% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
5,853
shares
|
$308,921
0.0% of portfolio
|
Q1 2025
Added 36.05%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
5,852
shares
|
$308,868
0.01% of portfolio
|
Q2 2025
Added 27.02%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
5,841
shares
|
$308,287
0.11% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
5,840
shares
|
$308,235
0.18% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
5,829
shares
|
$307,654
0.13% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
5,801
shares
|
$306,176
0.07% of portfolio
|
Q3 2025
Reduced 36.46%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
5,791
shares
|
$305,648
0.23% of portfolio
|
Q3 2025
Added 35.05%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
5,765
shares
|
$304,276
0.04% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
5,727
shares
|
$302,271
0.05% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
5,724
shares
|
$302,112
0.24% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
5,700
shares
|
$300,846
0.03% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
5,684
shares
|
$300,001
0.07% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
5,666
shares
|
$299,051
0.01% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 06, 2025 Q3 2025 |
5,665
shares
|
$298,998
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
5,649
shares
|
$298,154
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,641
shares
|
$297,731
0.07% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
5,617
shares
|
$296,465
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
5,600
shares
|
$295,568
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
5,596
shares
|
$295,356
0.17% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
5,594
shares
|
$295,251
0.02% of portfolio
|
Q1 2025
Reduced 4.02%
|