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 |
|---|---|---|---|---|---|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
5,251
shares
|
$277,147
0.06% of portfolio
|
Q2 2025
Reduced 18.11%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
5,250
shares
|
$277,095
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
5,239
shares
|
$276,514
0.14% of portfolio
|
Q1 2023
Reduced 1.39%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
5,236
shares
|
$276,356
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
5,227
shares
|
$275,881
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
5,218
shares
|
$275,406
0.02% of portfolio
|
Q3 2025
Reduced 23.96%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
5,178
shares
|
$273,294
0.02% of portfolio
|
Q2 2025
Reduced 51.22%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
5,171
shares
|
$272,925
0.03% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,160
shares
|
$272,344
0.1% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
5,139
shares
|
$271,236
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,133
shares
|
$270,919
0.03% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
5,099
shares
|
$269,125
0.19% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
5,093
shares
|
$268,808
0.21% of portfolio
|
Q3 2025
Added 33.19%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
5,086
shares
|
$268,439
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
5,069
shares
|
$267,541
0.03% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
Nov 03, 2025 Q3 2025 |
5,069
shares
|
$267,541
0.23% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
5,061
shares
|
$267,119
0.15% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
5,055
shares
|
$266,802
0.13% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
5,050
shares
|
$266,539
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
5,048
shares
|
$266,433
0.12% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
5,040
shares
|
$266,011
0.14% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
5,025
shares
|
$265,219
0.14% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
5,024
shares
|
$265,166
0.04% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
5,015
shares
|
$264,691
0.11% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$263,900
0.14% of portfolio
|
Q2 2025
New holding
|