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 2,108 institutions that hold shares in the stock, with a total of 793 Million shares, which have been reported (via 13F filing form) to have a value of $40.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
177,275
shares
|
$9.03 Million
0.91% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Unisphere Establishment
Vaduz, N2 |
May 15, 2025 Q1 2025 |
175,000
shares
|
$8.92 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
174,973
shares
|
$8.92 Million
0.29% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Apr 28, 2025 Q1 2025 |
174,238
shares
|
$8.88 Million
9.96% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
174,204
shares
|
$8.88 Million
0.63% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
172,803
shares
|
$8.81 Million
0.17% of portfolio
|
Q1 2025
Reduced 80.76%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
172,066
shares
|
$8.77 Million
1.21% of portfolio
|
Q4 2024
Added 33.34%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
171,961
shares
|
$8.76 Million
0.22% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
171,598
shares
|
$8.74 Million
0.95% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
170,756
shares
|
$8.7 Million
0.93% of portfolio
|
Q1 2025
Added 759.58%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
169,600
shares
|
$8.64 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
169,489
shares
|
$8.64 Million
1.15% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
167,844
shares
|
$8.55 Million
0.18% of portfolio
|
Q1 2024
Added 6.68%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
164,370
shares
|
$8.38 Million
0.46% of portfolio
|
Q1 2025
Added 38.76%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
163,725
shares
|
$8.34 Million
5.08% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
163,654
shares
|
$8.34 Million
0.36% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
162,045
shares
|
$8.26 Million
0.21% of portfolio
|
Q2 2020
Reduced 7.27%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
158,901
shares
|
$8.1 Million
0.19% of portfolio
|
Q4 2023
Added 165.54%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
158,896
shares
|
$8.1 Million
3.01% of portfolio
|
Q1 2025
Reduced 12.77%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
158,798
shares
|
$8.09 Million
1.74% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
157,375
shares
|
$8.02 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
156,811
shares
|
$7.99 Million
3.28% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
156,707
shares
|
$7.99 Million
0.94% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
155,010
shares
|
$7.9 Million
1.92% of portfolio
|
Q1 2025
Added 237.71%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
154,983
shares
|
$7.9 Million
2.84% of portfolio
|
Q1 2025
Added 10.3%
|