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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
2,677
shares
|
$141,292
0.04% of portfolio
|
Q3 2025
Added 40.89%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
2,602
shares
|
$137,333
0.02% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
2,600
shares
|
$137,228
0.04% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,594
shares
|
$136,911
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,583
shares
|
$136,330
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
2,576
shares
|
$135,961
0.04% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
2,568
shares
|
$135,539
0.07% of portfolio
|
Q2 2025
Reduced 97.62%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
2,553
shares
|
$134,747
0.0% of portfolio
|
Q3 2025
Added 69.63%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
2,534
shares
|
$133,744
0.0% of portfolio
|
Q2 2025
Reduced 98.63%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
2,506
shares
|
$132,266
0.04% of portfolio
|
Q4 2024
Added 401.2%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
2,500
shares
|
$131,950
0.01% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,454
shares
|
$129,522
0.05% of portfolio
|
Q1 2025
Reduced 98.77%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,410
shares
|
$127,199
0.01% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
2,331
shares
|
$123,030
0.01% of portfolio
|
Q3 2025
Added 150.38%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,325
shares
|
$122,713
0.06% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
2,317
shares
|
$122,291
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
2,317
shares
|
$122,291
0.07% of portfolio
|
Q2 2025
Added 1465.54%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
2,238
shares
|
$118,121
0.02% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,143
shares
|
$113,107
0.01% of portfolio
|
Q2 2025
Reduced 18.89%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
2,129
shares
|
$112,368
0.04% of portfolio
|
Q3 2025
Reduced 26.05%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
2,082
shares
|
$109,887
0.12% of portfolio
|
Q3 2025
Added 33.46%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,042
shares
|
$107,776
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,040
shares
|
$107,671
0.0% of portfolio
|
Q3 2025
Reduced 43.65%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
2,032
shares
|
$107,248
0.0% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,000
shares
|
$105,560
0.01% of portfolio
|
Q1 2023
Reduced 9.79%
|