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 |
|---|---|---|---|---|---|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
4,499
shares
|
$237,457
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
4,498
shares
|
$237,404
0.14% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
4,489
shares
|
$236,929
0.04% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
4,471
shares
|
$235,979
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
4,455
shares
|
$235,134
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
4,449
shares
|
$234,818
0.03% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
4,438
shares
|
$234,237
0.08% of portfolio
|
Q2 2025
Reduced 27.74%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
4,433
shares
|
$233,973
0.03% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
4,426
shares
|
$233,604
0.13% of portfolio
|
Q2 2025
Reduced 28.1%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
4,425
shares
|
$233,551
0.03% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,418
shares
|
$233,182
0.0% of portfolio
|
Q2 2025
Reduced 99.82%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
4,414
shares
|
$232,970
0.06% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
4,410
shares
|
$232,759
0.06% of portfolio
|
Q2 2025
Reduced 92.7%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
4,405
shares
|
$232,495
0.04% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Krs Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
4,400
shares
|
$232,232
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
4,376
shares
|
$230,965
0.08% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
4,372
shares
|
$230,754
0.0% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
4,349
shares
|
$229,540
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
4,349
shares
|
$229,540
0.14% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
4,340
shares
|
$229,065
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
4,340
shares
|
$229,065
0.1% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
4,333
shares
|
$228,695
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,313
shares
|
$227,640
0.07% of portfolio
|
Q2 2025
Reduced 30.09%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
4,311
shares
|
$227,534
0.12% of portfolio
|
Q2 2025
Reduced 39.68%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
4,302
shares
|
$227,059
0.06% of portfolio
|
Q2 2025
Added 2.4%
|