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 2,158 institutions that hold shares in the stock, with a total of 759 Million shares, which have been reported (via 13F filing form) to have a value of $40.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
445,564
shares
|
$23.5 Million
1.5% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
445,035
shares
|
$23.5 Million
0.76% of portfolio
|
Q2 2025
Added 58.46%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
427,546
shares
|
$22.6 Million
1.32% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
426,488
shares
|
$22.5 Million
2.2% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
420,672
shares
|
$22.2 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
419,217
shares
|
$22.1 Million
1.68% of portfolio
|
Q3 2023
Added 0.31%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
418,951
shares
|
$22.1 Million
8.82% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
416,277
shares
|
$22 Million
3.92% of portfolio
|
Q2 2025
Reduced 57.36%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
415,477
shares
|
$21.9 Million
3.73% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
414,427
shares
|
$21.9 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
412,311
shares
|
$21.8 Million
0.09% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
409,264
shares
|
$21.6 Million
0.31% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
407,360
shares
|
$21.5 Million
0.11% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
398,618
shares
|
$21.1 Million
0.55% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
398,598
shares
|
$21 Million
0.86% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
390,396
shares
|
$20.6 Million
4.62% of portfolio
|
Q2 2025
Added 393.19%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
387,672
shares
|
$20.5 Million
0.1% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Aug 14, 2025 Q2 2025 |
387,400
shares
|
$20.5 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
386,800
shares
|
$20.4 Million
20.59% of portfolio
|
Q4 2018
Added 41048.94%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
381,243
shares
|
$20.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 51.02%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
371,228
shares
|
$19.6 Million
0.57% of portfolio
|
Q2 2025
Added 19.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
368,057
shares
|
$19.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
365,041
shares
|
$19.3 Million
1.58% of portfolio
|
Q3 2025
Added 14.56%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
345,916
shares
|
$18.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Rezny Wealth Management, Inc.
|
Oct 22, 2025 Q3 2025 |
345,819
shares
|
$18.3 Million
3.83% of portfolio
|
Q3 2025
Reduced 0.54%
|