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 |
|---|---|---|---|---|---|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
4,300
shares
|
$226,954
0.03% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
4,294
shares
|
$226,637
0.01% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
4,293
shares
|
$226,584
0.1% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
4,291
shares
|
$226,478
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
4,289
shares
|
$226,373
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,285
shares
|
$226,162
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,239
shares
|
$223,734
0.02% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,238
shares
|
$223,681
0.02% of portfolio
|
Q3 2022
Added 36.36%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
4,235
shares
|
$223,523
0.08% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,226
shares
|
$223,048
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
4,213
shares
|
$222,362
0.22% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
4,213
shares
|
$222,362
0.04% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
4,175
shares
|
$220,356
0.04% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
4,175
shares
|
$220,356
0.12% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
4,174
shares
|
$220,303
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
4,169
shares
|
$220,039
0.14% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,161
shares
|
$219,617
0.03% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
4,156
shares
|
$219,353
0.02% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,150
shares
|
$219,037
0.25% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
4,127
shares
|
$217,823
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
4,116
shares
|
$217,242
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
4,112
shares
|
$217,031
0.12% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
4,100
shares
|
$216,398
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
4,095
shares
|
$216,134
0.13% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
4,078
shares
|
$215,236
0.16% of portfolio
|
Q3 2025
New holding
|