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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
603
shares
|
$31,844
0.0% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
600
shares
|
$31,686
0.01% of portfolio
|
Q2 2019
Closed
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
600
shares
|
$31,686
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
588
shares
|
$31,052
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
588
shares
|
$31,052
0.03% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
573
shares
|
$30,260
0.0% of portfolio
|
Q2 2025
Reduced 70.05%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
547
shares
|
$28,887
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
547
shares
|
$28,887
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
545
shares
|
$28,781
0.01% of portfolio
|
Q2 2025
Reduced 47.85%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
531
shares
|
$28,042
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
530
shares
|
$27,989
0.06% of portfolio
|
Q3 2025
Reduced 97.08%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
484
shares
|
$25,560
0.01% of portfolio
|
Q3 2025
Reduced 34.59%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
483
shares
|
$25,507
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
479
shares
|
$25,295
0.01% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
447
shares
|
$23,606
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
439
shares
|
$23,183
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
439
shares
|
$23,183
0.02% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
438
shares
|
$23,130
0.0% of portfolio
|
Q3 2025
Reduced 16.09%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
422
shares
|
$22,285
0.01% of portfolio
|
Q2 2023
Reduced 69.13%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
400
shares
|
$21,124
0.0% of portfolio
|
Q2 2024
Reduced 23.81%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
400
shares
|
$21,124
0.0% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
400
shares
|
$21,124
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
396
shares
|
$20,912
0.01% of portfolio
|
Q2 2021
Added 39.44%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
390
shares
|
$20,595
0.01% of portfolio
|
Q4 2023
Reduced 15.77%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
375
shares
|
$19,803
0.0% of portfolio
|
Q3 2024
New holding
|