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 |
|---|---|---|---|---|---|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
5,593
shares
|
$295,198
0.02% of portfolio
|
Q2 2025
Added 35.59%
|
|
|
Xy Capital LTD
Central, K3 |
Aug 14, 2025 Q2 2025 |
5,589
shares
|
$294,987
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
5,575
shares
|
$294,248
0.13% of portfolio
|
Q2 2025
Added 15.02%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 20, 2025 Q3 2025 |
5,570
shares
|
$293,984
0.22% of portfolio
|
Q1 2025
Reduced 15.22%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
5,557
shares
|
$293,298
0.05% of portfolio
|
Q3 2025
Reduced 31.4%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
5,541
shares
|
$292,453
0.09% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
5,538
shares
|
$292,295
0.0% of portfolio
|
Q3 2025
Reduced 78.4%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,521
shares
|
$291,398
0.01% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
5,490
shares
|
$289,762
0.12% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Pictet North America Advisors Sa
|
Oct 21, 2025 Q3 2025 |
5,467
shares
|
$288,548
0.03% of portfolio
|
Q3 2025
Reduced 60.85%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
5,455
shares
|
$287,914
0.35% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Nov 04, 2025 Q3 2025 |
5,415
shares
|
$285,803
1.36% of portfolio
|
Q3 2025
Reduced 90.94%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
5,407
shares
|
$285,381
0.04% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
5,400
shares
|
$285,012
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
5,396
shares
|
$284,800
0.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,346
shares
|
$282,161
0.08% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
5,343
shares
|
$282,003
0.01% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
5,330
shares
|
$281,317
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,305
shares
|
$279,997
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
5,302
shares
|
$279,839
0.03% of portfolio
|
Q2 2025
Reduced 38.22%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
5,297
shares
|
$279,575
0.03% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
5,289
shares
|
$279,153
0.04% of portfolio
|
Q3 2025
Reduced 15.1%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,273
shares
|
$278,308
0.01% of portfolio
|
Q1 2024
Reduced 27.0%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
5,264
shares
|
$277,833
0.22% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
5,252
shares
|
$277,200
0.07% of portfolio
|
Q3 2025
Reduced 0.19%
|