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 |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
283,783
shares
|
$15 Million
1.87% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
282,766
shares
|
$14.9 Million
0.7% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
282,102
shares
|
$14.9 Million
0.12% of portfolio
|
Q2 2025
Added 29.52%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
280,560
shares
|
$14.8 Million
0.47% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
280,016
shares
|
$14.8 Million
1.54% of portfolio
|
Q3 2022
Added 1.73%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
277,902
shares
|
$14.7 Million
0.11% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
276,093
shares
|
$14.6 Million
1.36% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
268,854
shares
|
$14.2 Million
1.25% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
268,115
shares
|
$14.2 Million
1.9% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
267,713
shares
|
$14.1 Million
7.35% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
266,016
shares
|
$14 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
J. Goldman & CO LP
New York, NY |
Aug 14, 2025 Q2 2025 |
264,900
shares
|
$14 Million
0.37% of portfolio
|
Q2 2025
Reduced 38.93%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
264,014
shares
|
$13.9 Million
3.38% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
263,801
shares
|
$13.9 Million
0.22% of portfolio
|
Q3 2022
Reduced 7.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
262,041
shares
|
$13.8 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
257,651
shares
|
$13.6 Million
3.04% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
256,193
shares
|
$13.5 Million
1.78% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
254,283
shares
|
$13.4 Million
0.06% of portfolio
|
Q2 2025
Added 14.03%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 06, 2025 Q3 2025 |
254,238
shares
|
$13.4 Million
13.65% of portfolio
|
Q2 2025
Added 45.91%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
253,089
shares
|
$13.4 Million
1.62% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
250,009
shares
|
$13.2 Million
0.97% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
249,885
shares
|
$13.2 Million
0.17% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
248,735
shares
|
$13.1 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
248,410
shares
|
$13.1 Million
0.47% of portfolio
|
Q4 2021
Reduced 2.55%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
242,628
shares
|
$12.8 Million
0.06% of portfolio
|
Q2 2025
New holding
|