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 |
|---|---|---|---|---|---|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
141,250
shares
|
$7.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.26%
|
|
|
Astor Investment Management LLC
|
May 12, 2025 Q1 2025 |
140,862
shares
|
$7.18 Million
5.46% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Goldentree Asset Management LP
New York, NY |
May 14, 2025 Q1 2025 |
139,000
shares
|
$7.08 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
138,614
shares
|
$7.06 Million
0.0% of portfolio
|
Q1 2025
Added 63.08%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
138,611
shares
|
$7.06 Million
1.29% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
137,412
shares
|
$7 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
137,394
shares
|
$7 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
137,259
shares
|
$6.99 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
137,146
shares
|
$6.99 Million
0.47% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
136,781
shares
|
$6.97 Million
1.07% of portfolio
|
Q1 2025
Added 35.14%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
136,283
shares
|
$6.94 Million
0.19% of portfolio
|
Q1 2025
Added 31.91%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
133,444
shares
|
$6.8 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
131,130
shares
|
$6.68 Million
0.26% of portfolio
|
Q4 2024
Reduced 51.66%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
130,547
shares
|
$6.65 Million
0.67% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
130,205
shares
|
$6.64 Million
3.44% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
129,907
shares
|
$6.62 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
129,826
shares
|
$6.62 Million
0.3% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
129,616
shares
|
$6.61 Million
0.12% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
129,557
shares
|
$6.6 Million
0.13% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
129,549
shares
|
$6.6 Million
0.6% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
128,207
shares
|
$6.53 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
127,354
shares
|
$6.49 Million
0.4% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
126,720
shares
|
$6.46 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
125,913
shares
|
$6.42 Million
5.78% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
125,820
shares
|
$6.41 Million
2.81% of portfolio
|
Q1 2025
Added 24.28%
|