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 |
|---|---|---|---|---|---|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
3,505
shares
|
$184,993
0.08% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,501
shares
|
$184,782
0.01% of portfolio
|
Q2 2023
Reduced 45.22%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,501
shares
|
$184,782
0.01% of portfolio
|
Q2 2023
Reduced 45.22%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,464
shares
|
$182,829
0.03% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
3,394
shares
|
$179,135
0.02% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
3,284
shares
|
$173,329
0.05% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,271
shares
|
$172,643
0.01% of portfolio
|
Q3 2023
Added 1340.97%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
3,181
shares
|
$167,893
0.01% of portfolio
|
Q3 2025
Added 335.75%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
3,141
shares
|
$165,781
0.05% of portfolio
|
Q2 2025
Added 16.33%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
3,136
shares
|
$165,518
0.03% of portfolio
|
Q1 2024
Reduced 42.1%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
3,130
shares
|
$165,201
0.02% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
3,118
shares
|
$164,568
0.04% of portfolio
|
Q4 2024
Reduced 48.37%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
3,076
shares
|
$162,351
0.02% of portfolio
|
Q2 2025
Added 45.92%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
3,000
shares
|
$158,340
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
2,996
shares
|
$158,128
0.03% of portfolio
|
Q3 2025
Added 35.38%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
2,959
shares
|
$156,176
0.02% of portfolio
|
Q3 2025
Added 597.88%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,943
shares
|
$155,331
0.01% of portfolio
|
Q3 2020
Reduced 20.42%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
2,930
shares
|
$154,645
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2,911
shares
|
$153,642
0.01% of portfolio
|
Q3 2025
Reduced 94.8%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,857
shares
|
$150,792
0.02% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
2,853
shares
|
$150,581
0.03% of portfolio
|
Q2 2025
Added 14.12%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
2,838
shares
|
$149,789
0.04% of portfolio
|
Q3 2025
Added 623.98%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
2,792
shares
|
$147,361
0.06% of portfolio
|
Q2 2025
Added 52.9%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
2,791
shares
|
$147,308
0.11% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
2,689
shares
|
$141,925
0.07% of portfolio
|
Q3 2025
Reduced 3.59%
|