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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
1,181
shares
|
$62,368
0.0% of portfolio
|
Q2 2025
Added 57.47%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,175
shares
|
$62,051
0.05% of portfolio
|
Q4 2024
Reduced 66.71%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,143
shares
|
$60,361
0.0% of portfolio
|
Q2 2025
Added 69.08%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,141
shares
|
$60,256
0.02% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
1,115
shares
|
$58,883
0.01% of portfolio
|
Q3 2025
Reduced 53.68%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
1,111
shares
|
$58,671
0.01% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,110
shares
|
$58,619
0.01% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
1,089
shares
|
$57,510
0.02% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,084
shares
|
$57,246
0.0% of portfolio
|
Q4 2023
Added 8.73%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
1,072
shares
|
$56,612
0.0% of portfolio
|
Q2 2025
Reduced 49.0%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,021
shares
|
$53,919
0.0% of portfolio
|
Q3 2025
Added 154.61%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
1,014
shares
|
$53,549
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
1,008
shares
|
$53,232
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,000
shares
|
$52,810
0.01% of portfolio
|
Q1 2025
Reduced 33.42%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$52,810
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
984
shares
|
$51,965
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
978
shares
|
$51,648
0.02% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
964
shares
|
$50,908
0.0% of portfolio
|
Q3 2025
Reduced 13.46%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
946
shares
|
$49,958
0.05% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
938
shares
|
$49,535
0.03% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
908
shares
|
$47,951
0.03% of portfolio
|
Q2 2025
Added 65.09%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
859
shares
|
$45,363
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
856
shares
|
$45,205
0.01% of portfolio
|
Q3 2025
Added 801.05%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
855
shares
|
$45,152
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
852
shares
|
$44,994
0.01% of portfolio
|
Q3 2025
Added 0.12%
|