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 2,057 institutions that hold shares in the stock, with a total of 762 Million shares, which have been reported (via 13F filing form) to have a value of $35.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
245,750
shares
|
$11.5 Million
0.36% of portfolio
|
Q4 2024
Added 69.59%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
243,376
shares
|
$11.4 Million
1.47% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
239,277
shares
|
$11.2 Million
1.23% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
238,997
shares
|
$11.1 Million
0.09% of portfolio
|
Q4 2024
Added 43.4%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
237,369
shares
|
$11.1 Million
1.75% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
237,258
shares
|
$11.1 Million
0.88% of portfolio
|
Q4 2024
Added 18.31%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
236,953
shares
|
$11.1 Million
2.67% of portfolio
|
Q1 2025
Added 20.66%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
234,050
shares
|
$10.9 Million
0.6% of portfolio
|
Q4 2024
Added 93.72%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
231,585
shares
|
$10.8 Million
0.02% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
231,038
shares
|
$10.8 Million
1.1% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
229,793
shares
|
$10.7 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
228,332
shares
|
$10.7 Million
0.66% of portfolio
|
Q4 2024
Added 51.83%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
220,047
shares
|
$10.3 Million
0.11% of portfolio
|
Q4 2024
Added 21.7%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
219,536
shares
|
$10.2 Million
0.5% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
219,254
shares
|
$10.2 Million
0.29% of portfolio
|
Q3 2022
Reduced 21.17%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
218,057
shares
|
$10.2 Million
1.24% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
217,414
shares
|
$10.1 Million
0.06% of portfolio
|
Q4 2024
Added 62.2%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
217,049
shares
|
$10.1 Million
0.11% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
212,912
shares
|
$9.93 Million
1.42% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
210,279
shares
|
$9.81 Million
0.37% of portfolio
|
Q4 2024
Added 58.65%
|
|
|
Guerra Advisors Inc
Miami, FL |
Feb 14, 2025 Q4 2024 |
210,051
shares
|
$9.8 Million
5.63% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
207,463
shares
|
$9.68 Million
1.47% of portfolio
|
Q1 2024
New holding
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
207,167
shares
|
$9.66 Million
2.8% of portfolio
|
Q4 2024
Added 24.46%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
205,319
shares
|
$9.58 Million
1.27% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
205,000
shares
|
$9.56 Million
0.57% of portfolio
|
Q4 2024
Added 34.54%
|