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 |
|---|---|---|---|---|---|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
202
shares
|
$10,661
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
200
shares
|
$10,556
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
192
shares
|
$10,133
0.0% of portfolio
|
Q2 2025
Added 53.6%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
192
shares
|
$10,133
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
190
shares
|
$10,028
0.0% of portfolio
|
Q2 2025
Reduced 78.65%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
180
shares
|
$9,500
0.0% of portfolio
|
Q1 2022
Reduced 35.71%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
171
shares
|
$9,025
0.01% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
166
shares
|
$8,761
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
166
shares
|
$8,761
0.0% of portfolio
|
Q1 2025
Added 95.29%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
164
shares
|
$8,655
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
154
shares
|
$8,128
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
153
shares
|
$8,075
0.0% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
151
shares
|
$7,969
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
146
shares
|
$7,705
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
144
shares
|
$7,600
0.0% of portfolio
|
Q3 2025
Reduced 99.83%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
141
shares
|
$7,441
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
141
shares
|
$7,441
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
127
shares
|
$6,703
0.0% of portfolio
|
Q2 2023
Reduced 98.54%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
121
shares
|
$6,386
0.0% of portfolio
|
Q1 2025
Reduced 45.25%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
120
shares
|
$6,333
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
115
shares
|
$6,069
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
114
shares
|
$6,016
0.0% of portfolio
|
Q1 2024
Reduced 70.99%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
109
shares
|
$5,753
0.0% of portfolio
|
Q3 2025
Reduced 47.85%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
109
shares
|
$5,753
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
109
shares
|
$5,753
0.0% of portfolio
|
Q2 2025
Added 28.24%
|