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 |
|---|---|---|---|---|---|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
154,947
shares
|
$7.9 Million
2.93% of portfolio
|
Q1 2025
Added 834.82%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
154,014
shares
|
$7.85 Million
4.42% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
153,891
shares
|
$7.84 Million
2.55% of portfolio
|
Q1 2025
Added 78.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
153,695
shares
|
$7.83 Million
0.02% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
152,446
shares
|
$7.77 Million
5.32% of portfolio
|
Q1 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
152,367
shares
|
$7.76 Million
0.33% of portfolio
|
Q1 2025
Reduced 45.38%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
151,744
shares
|
$7.73 Million
0.06% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
151,476
shares
|
$7.72 Million
2.7% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
151,425
shares
|
$7.72 Million
0.22% of portfolio
|
Q1 2025
Reduced 38.38%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
150,965
shares
|
$7.69 Million
3.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chescapmanager LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
150,000
shares
|
$7.64 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Manatuck Hill Partners, LLC
Westport, CT |
May 15, 2025 Q1 2025 |
150,000
shares
|
$7.64 Million
3.75% of portfolio
|
Q1 2025
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
150,000
shares
|
$7.64 Million
0.08% of portfolio
|
Q1 2025
Reduced 95.21%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
149,600
shares
|
$7.62 Million
8.4% of portfolio
|
Q1 2025
New holding
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
149,435
shares
|
$7.62 Million
0.66% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Act Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
148,772
shares
|
$7.58 Million
3.33% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
148,703
shares
|
$7.58 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
148,623
shares
|
$7.57 Million
4.14% of portfolio
|
Q1 2025
Reduced 29.24%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
147,732
shares
|
$7.53 Million
0.13% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
145,470
shares
|
$7.41 Million
0.51% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Apr 10, 2025 Q1 2025 |
143,337
shares
|
$7.3 Million
5.49% of portfolio
|
Q1 2025
New holding
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
143,175
shares
|
$7.3 Million
2.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
142,386
shares
|
$7.26 Million
2.49% of portfolio
|
Q1 2025
Added 235.36%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
142,350
shares
|
$7.25 Million
0.58% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
141,981
shares
|
$7.24 Million
0.23% of portfolio
|
Q4 2024
Reduced 7.51%
|