XLF Financial Select Sector SPDR
Financial Select Sector SPDR (XLF) Institutional Ownership
What the institutions did with XLF last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Stonebridge Financial Group, LLC | 514.7K | 50.8% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 127.5K | 12.6% |
| ACIMA PRIVATE WEALTH, LLC | 82.3K | 8.1% |
| ROCKLAND TRUST CO | 69.5K | 6.9% |
| CX Institutional | 68.6K | 6.8% |
| Boltwood Capital Management | 46.0K | 4.5% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 35.5K | 3.5% |
| First Citizens Financial Corp | 22.9K | 2.3% |
| Coastline Trust Co | 17.0K | 1.7% |
| Montecito Bank & Trust | 14.5K | 1.4% |
| PRIVATE CLIENT SERVICES, LLC | 5.6K | 0.6% |
| EASTERN BANK | 4.5K | 0.4% |
| Olistico Wealth, LLC | 1.1K | 0.1% |
| Roxbury Financial LLC | 961 | 0.1% |
| MassMutual Private Wealth & Trust, FSB | 750 | 0.1% |
| Versant Capital Management, Inc | 720 | 0.1% |
| Hickory Point Bank & Trust | 486 | 0.0% |
| Rosenberg Matthew Hamilton | 278 | 0.0% |
| TOMPKINS FINANCIAL CORP | 211 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Increased | 12.8K | 68.6K | +55.8K |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 83.7K | 35.5K | -48.1K |
| Stonebridge Financial Group, LLC | Reduced | 537.3K | 514.7K | -22.6K |
| PRIVATE CLIENT SERVICES, LLC | New | 0 | 5.6K | +5.6K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 130.1K | 127.5K | -2.6K |
| EASTERN BANK | Reduced | 5.4K | 4.5K | -906 |
| First Citizens Financial Corp | Increased | 22.5K | 22.9K | +458 |
| Boltwood Capital Management | Increased | 45.6K | 46.0K | +394 |
| Coastline Trust Co | Reduced | 17.2K | 17.0K | -262 |
| ROCKLAND TRUST CO | Reduced | 69.6K | 69.5K | -148 |
| GoalVest Advisory LLC | Sold Out | 122 | 0 | -122 |
| Roxbury Financial LLC | Increased | 958 | 961 | +3 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.