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 |
|---|---|---|---|---|---|
|
Mc Alister, Sweet & Associates, Inc.
|
Apr 10, 2025 Q1 2025 |
143,337
shares
|
$6.69 Million
5.49% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
143,287
shares
|
$6.68 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
143,175
shares
|
$6.68 Million
2.03% of portfolio
|
Q1 2025
New holding
|
|
|
One River Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
143,113
shares
|
$6.68 Million
0.58% of portfolio
|
Q4 2024
Reduced 78.34%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
142,446
shares
|
$6.65 Million
1.46% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
142,377
shares
|
$6.64 Million
0.12% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
141,981
shares
|
$6.62 Million
0.23% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
141,765
shares
|
$6.61 Million
0.39% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
140,515
shares
|
$6.56 Million
2.72% of portfolio
|
Q4 2024
Added 36.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
140,134
shares
|
$6.54 Million
0.1% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
139,487
shares
|
$6.51 Million
0.05% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
137,513
shares
|
$6.41 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
135,404
shares
|
$6.32 Million
0.01% of portfolio
|
Q4 2024
Added 40.43%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
135,014
shares
|
$6.3 Million
0.1% of portfolio
|
Q4 2024
Added 41.35%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
133,444
shares
|
$6.23 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
132,988
shares
|
$6.2 Million
3.55% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
131,130
shares
|
$6.12 Million
0.23% of portfolio
|
Q4 2024
Reduced 51.66%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
130,547
shares
|
$6.09 Million
0.67% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
129,826
shares
|
$6.06 Million
0.3% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
129,557
shares
|
$6.04 Million
0.13% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
129,549
shares
|
$6.04 Million
0.6% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
128,473
shares
|
$5.99 Million
1.17% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
126,815
shares
|
$5.92 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
126,720
shares
|
$5.91 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
125,286
shares
|
$5.84 Million
0.94% of portfolio
|
Q3 2023
Reduced 19.89%
|