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 |
|---|---|---|---|---|---|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$5,281
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
100
shares
|
$5,281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
100
shares
|
$5,281
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
97
shares
|
$5,122
0.0% of portfolio
|
Q2 2024
Reduced 89.06%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
97
shares
|
$5,122
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
92
shares
|
$4,858
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
89
shares
|
$4,700
0.0% of portfolio
|
Q2 2025
Added 15.58%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
82
shares
|
$4,330
0.0% of portfolio
|
Q2 2025
Reduced 85.91%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
79
shares
|
$4,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
75
shares
|
$3,960
0.0% of portfolio
|
Q4 2023
Reduced 88.58%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
75
shares
|
$3,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
75
shares
|
$3,960
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
75
shares
|
$3,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
73
shares
|
$3,855
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
72
shares
|
$3,802
0.0% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
60
shares
|
$3,168
0.0% of portfolio
|
Q2 2022
Reduced 94.96%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
60
shares
|
$3,168
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
60
shares
|
$3,168
0.0% of portfolio
|
Q2 2025
Reduced 55.88%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
58
shares
|
$3,062
0.0% of portfolio
|
Q2 2021
Reduced 82.53%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
57
shares
|
$3,010
0.0% of portfolio
|
Q2 2025
Reduced 55.12%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
50
shares
|
$2,640
0.0% of portfolio
|
Q1 2025
Reduced 97.56%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
50
shares
|
$2,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
50
shares
|
$2,640
0.0% of portfolio
|
Q2 2025
Reduced 94.52%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
44
shares
|
$2,323
0.06% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
42
shares
|
$2,218
0.0% of portfolio
|
Q4 2022
New holding
|