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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
373
shares
|
$19,698
0.01% of portfolio
|
Q3 2025
Added 49.2%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
368
shares
|
$19,434
0.02% of portfolio
|
Q3 2025
Added 53.97%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
345
shares
|
$18,219
0.01% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
337
shares
|
$17,796
0.0% of portfolio
|
Q3 2025
Added 15.41%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
335
shares
|
$17,691
0.0% of portfolio
|
Q2 2022
Added 19.64%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
323
shares
|
$17,057
0.0% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
320
shares
|
$16,899
0.01% of portfolio
|
Q3 2025
Added 46.12%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Aug 07, 2025 Q2 2025 |
314
shares
|
$16,582
0.01% of portfolio
|
Q2 2025
Reduced 96.4%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
307
shares
|
$16,212
0.0% of portfolio
|
Q3 2024
Reduced 69.24%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
304
shares
|
$16,054
0.0% of portfolio
|
Q2 2025
Reduced 55.62%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
300
shares
|
$15,843
0.0% of portfolio
|
Q2 2025
Reduced 29.74%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
300
shares
|
$15,843
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
300
shares
|
$15,843
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
294
shares
|
$15,526
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
290
shares
|
$15,314
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
273
shares
|
$14,417
0.01% of portfolio
|
Q2 2025
Reduced 85.39%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
253
shares
|
$13,360
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
244
shares
|
$12,885
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
234
shares
|
$12,357
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
233
shares
|
$12,304
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
226
shares
|
$11,935
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
218
shares
|
$11,512
0.0% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
209
shares
|
$11,037
0.0% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
207
shares
|
$10,931
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
206
shares
|
$10,878
0.0% of portfolio
|
Q1 2023
Reduced 52.75%
|