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 2,161 institutions that hold shares in the stock, with a total of 765 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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
166
shares
|
$8,706
0.0% of portfolio
|
Q1 2025
Added 95.29%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
164
shares
|
$8,601
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
154
shares
|
$8,077
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
153
shares
|
$8,024
0.0% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
151
shares
|
$7,919
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
146
shares
|
$7,657
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
144
shares
|
$7,552
0.0% of portfolio
|
Q3 2025
Reduced 99.83%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
141
shares
|
$7,395
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
127
shares
|
$6,661
0.0% of portfolio
|
Q2 2023
Reduced 98.54%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
121
shares
|
$6,346
0.0% of portfolio
|
Q1 2025
Reduced 45.25%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
120
shares
|
$6,294
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
115
shares
|
$6,031
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
114
shares
|
$5,979
0.0% of portfolio
|
Q1 2024
Reduced 70.99%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
109
shares
|
$5,717
0.0% of portfolio
|
Q3 2025
Reduced 47.85%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
109
shares
|
$5,717
0.0% of portfolio
|
Q2 2025
Added 28.24%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$5,245
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
100
shares
|
$5,245
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
97
shares
|
$5,087
0.0% of portfolio
|
Q2 2024
Reduced 89.06%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
97
shares
|
$5,087
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
92
shares
|
$4,825
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
89
shares
|
$4,668
0.0% of portfolio
|
Q2 2025
Added 15.58%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
75
shares
|
$3,933
0.0% of portfolio
|
Q4 2023
Reduced 88.58%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
75
shares
|
$3,933
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
75
shares
|
$3,933
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
75
shares
|
$3,933
0.0% of portfolio
|
Q1 2025
New holding
|
|