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 |
|---|---|---|---|---|---|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
4,071
shares
|
$214,867
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
4,065
shares
|
$214,550
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,063
shares
|
$214,445
0.02% of portfolio
|
Q4 2024
Reduced 80.02%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
4,060
shares
|
$214,286
0.19% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4,059
shares
|
$214,234
0.07% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
4,059
shares
|
$214,234
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
4,057
shares
|
$214,128
0.07% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
4,057
shares
|
$214,128
0.09% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
4,048
shares
|
$213,653
0.01% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,040
shares
|
$213,231
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
4,021
shares
|
$212,228
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
4,016
shares
|
$211,964
0.14% of portfolio
|
Q3 2025
Reduced 56.06%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
4,011
shares
|
$211,700
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
4,004
shares
|
$211,331
0.13% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
4,001
shares
|
$211,172
0.03% of portfolio
|
Q4 2024
Added 199950.0%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
4,000
shares
|
$211,120
0.1% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
4,000
shares
|
$211,120
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
4,000
shares
|
$211,120
0.11% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
3,998
shares
|
$211,014
0.02% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
3,998
shares
|
$211,014
0.05% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
3,977
shares
|
$209,906
0.02% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,976
shares
|
$209,853
0.07% of portfolio
|
Q1 2024
Added 670.54%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,973
shares
|
$209,694
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
3,947
shares
|
$208,322
0.08% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
3,944
shares
|
$208,164
0.03% of portfolio
|
Q2 2025
Reduced 14.24%
|