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 2,158 institutions that hold shares in the stock, with a total of 759 Million shares, which have been reported (via 13F filing form) to have a value of $40.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
344,285
shares
|
$18.2 Million
0.28% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
343,720
shares
|
$18.2 Million
1.3% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
341,361
shares
|
$18 Million
2.12% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
338,323
shares
|
$17.9 Million
2.92% of portfolio
|
Q1 2023
Reduced 0.3%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
336,408
shares
|
$17.8 Million
0.1% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
331,758
shares
|
$17.5 Million
0.1% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
321,387
shares
|
$17 Million
1.92% of portfolio
|
Q1 2025
Added 47.39%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
317,536
shares
|
$16.8 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
311,028
shares
|
$16.4 Million
1.66% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
309,460
shares
|
$16.3 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
308,047
shares
|
$16.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 90.35%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
301,653
shares
|
$15.9 Million
1.19% of portfolio
|
Q3 2025
Added 23.58%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
300,683
shares
|
$15.9 Million
3.56% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
300,102
shares
|
$15.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 76.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
299,500
shares
|
$15.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
298,952
shares
|
$15.8 Million
0.28% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
298,195
shares
|
$15.7 Million
4.36% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
297,389
shares
|
$15.7 Million
0.15% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
United Capital Management Of Ks, Inc.
|
Aug 01, 2025 Q2 2025 |
295,435
shares
|
$15.6 Million
2.86% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 15, 2025 Q3 2025 |
293,449
shares
|
$15.5 Million
4.0% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
291,008
shares
|
$15.4 Million
1.96% of portfolio
|
Q3 2025
Reduced 26.9%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
290,164
shares
|
$15.3 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Innealta Capital, LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
288,737
shares
|
$15.2 Million
8.09% of portfolio
|
Q3 2025
Reduced 33.22%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
288,128
shares
|
$15.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 71.96%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
285,355
shares
|
$15.1 Million
1.89% of portfolio
|
Q3 2025
Added 1.9%
|