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 |
|---|---|---|---|---|---|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
2,000
shares
|
$105,620
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,990
shares
|
$105,091
0.04% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
1,944
shares
|
$102,662
0.03% of portfolio
|
Q4 2023
Added 745.22%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,928
shares
|
$101,817
0.06% of portfolio
|
Q3 2024
Reduced 52.37%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
1,922
shares
|
$101,500
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,913
shares
|
$101,025
0.01% of portfolio
|
Q4 2024
Reduced 55.65%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
1,909
shares
|
$100,814
0.03% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,909
shares
|
$100,814
0.02% of portfolio
|
Q2 2025
Added 92.67%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
1,900
shares
|
$100,339
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,887
shares
|
$99,652
0.06% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,876
shares
|
$99,071
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,841
shares
|
$97,223
0.01% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
1,838
shares
|
$97,064
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,815
shares
|
$95,850
0.0% of portfolio
|
Q2 2025
Added 50.5%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,784
shares
|
$94,213
0.03% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,763
shares
|
$93,104
0.06% of portfolio
|
Q4 2023
Reduced 14.0%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
1,763
shares
|
$93,104
0.08% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
1,737
shares
|
$91,730
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
1,688
shares
|
$89,143
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,681
shares
|
$88,773
0.03% of portfolio
|
Q2 2023
Added 16.57%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,663
shares
|
$87,823
0.01% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
1,658
shares
|
$87,558
0.05% of portfolio
|
Q2 2025
Reduced 68.9%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
1,649
shares
|
$87,083
0.03% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,533
shares
|
$80,957
0.01% of portfolio
|
Q3 2025
Reduced 97.7%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,517
shares
|
$80,112
0.26% of portfolio
|
Q3 2024
New holding
|