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 |
|---|---|---|---|---|---|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
4,726
shares
|
$249,438
0.01% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
4,720
shares
|
$249,121
0.03% of portfolio
|
Q2 2025
Reduced 90.91%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
4,718
shares
|
$249,016
0.02% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,715
shares
|
$248,857
0.05% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
4,698
shares
|
$247,960
0.05% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
4,691
shares
|
$247,590
0.01% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
4,686
shares
|
$247,327
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
4,677
shares
|
$246,852
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
4,669
shares
|
$246,429
0.03% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
4,655
shares
|
$245,690
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
4,642
shares
|
$245,004
0.06% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
4,640
shares
|
$244,899
0.06% of portfolio
|
Q3 2025
Added 125.35%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
4,635
shares
|
$244,635
0.01% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
4,624
shares
|
$244,054
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
4,623
shares
|
$244,001
0.09% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,619
shares
|
$243,790
0.02% of portfolio
|
Q2 2025
Reduced 14.54%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
4,617
shares
|
$243,685
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
4,596
shares
|
$242,576
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,590
shares
|
$242,260
0.0% of portfolio
|
Q4 2023
Reduced 40.76%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,590
shares
|
$242,260
0.01% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
4,574
shares
|
$241,415
0.04% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
4,555
shares
|
$240,412
0.02% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
4,551
shares
|
$240,201
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,551
shares
|
$240,201
0.02% of portfolio
|
Q2 2025
Reduced 28.39%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
4,514
shares
|
$238,248
0.08% of portfolio
|
Q2 2025
Reduced 3.71%
|