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 |
|---|---|---|---|---|---|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
1,490
shares
|
$78,686
0.03% of portfolio
|
Q1 2025
Reduced 25.13%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
1,485
shares
|
$78,422
0.04% of portfolio
|
Q2 2024
Reduced 25.19%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,470
shares
|
$77,630
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
1,452
shares
|
$76,680
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,444
shares
|
$76,257
0.01% of portfolio
|
Q2 2024
Reduced 14.76%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,434
shares
|
$75,729
0.01% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1,404
shares
|
$74,145
0.02% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
1,402
shares
|
$74,039
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
1,380
shares
|
$72,877
0.05% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
1,361
shares
|
$71,874
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
1,338
shares
|
$70,659
0.02% of portfolio
|
Q2 2024
Reduced 8.23%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,331
shares
|
$70,290
0.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,319
shares
|
$69,656
0.0% of portfolio
|
Q3 2025
Added 30.98%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1,312
shares
|
$69,286
0.17% of portfolio
|
Q2 2025
Added 30.03%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,310
shares
|
$69,181
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
1,301
shares
|
$68,705
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
1,280
shares
|
$67,596
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,260
shares
|
$66,540
0.02% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
1,220
shares
|
$64,428
0.0% of portfolio
|
Q2 2025
Reduced 19.74%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
1,217
shares
|
$64,269
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,214
shares
|
$64,111
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,214
shares
|
$64,111
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,199
shares
|
$63,319
0.07% of portfolio
|
Q3 2025
Reduced 27.02%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
1,190
shares
|
$62,843
0.01% of portfolio
|
Q3 2025
Reduced 42.95%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,183
shares
|
$62,474
0.01% of portfolio
|
Q1 2025
Reduced 2.79%
|