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 |
|---|---|---|---|---|---|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
5,000
shares
|
$263,900
0.0% of portfolio
|
Q1 2025
Reduced 97.21%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
4,986
shares
|
$263,161
0.08% of portfolio
|
Q2 2024
Added 43.03%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
4,979
shares
|
$262,791
0.14% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,955
shares
|
$261,524
0.0% of portfolio
|
Q3 2022
Reduced 12.66%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
4,945
shares
|
$260,997
0.0% of portfolio
|
Q2 2025
Added 21.47%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
4,944
shares
|
$260,944
0.08% of portfolio
|
Q3 2025
Reduced 43.3%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
4,934
shares
|
$260,416
0.08% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
4,921
shares
|
$259,730
0.0% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
4,916
shares
|
$259,466
0.04% of portfolio
|
Q3 2025
Added 15.67%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
4,916
shares
|
$259,466
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
4,905
shares
|
$258,885
0.2% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
4,899
shares
|
$258,569
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
4,897
shares
|
$258,463
0.02% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
4,873
shares
|
$257,196
0.19% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
4,865
shares
|
$256,774
0.03% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
4,856
shares
|
$256,299
0.04% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
4,856
shares
|
$256,299
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
4,855
shares
|
$256,246
0.23% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
4,828
shares
|
$254,821
0.0% of portfolio
|
Q3 2025
Added 22.26%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
4,823
shares
|
$254,557
0.12% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
4,817
shares
|
$254,241
0.09% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
4,812
shares
|
$253,977
0.19% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,809
shares
|
$253,819
0.01% of portfolio
|
Q2 2025
Reduced 94.03%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,796
shares
|
$253,132
0.02% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
4,769
shares
|
$251,707
0.04% of portfolio
|
Q2 2025
Reduced 4.6%
|