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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
125,046
shares
|
$5.83 Million
0.49% of portfolio
|
Q4 2024
Added 38.9%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
124,636
shares
|
$5.81 Million
4.15% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
124,167
shares
|
$5.79 Million
0.03% of portfolio
|
Q4 2024
Added 59.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
123,676
shares
|
$5.77 Million
0.25% of portfolio
|
Q4 2024
Added 24.49%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
123,527
shares
|
$5.76 Million
0.4% of portfolio
|
Q4 2024
Added 364.44%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
122,418
shares
|
$5.71 Million
4.11% of portfolio
|
Q4 2024
Added 2086.43%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
121,724
shares
|
$5.68 Million
4.22% of portfolio
|
Q4 2022
New holding
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
120,980
shares
|
$5.64 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
120,852
shares
|
$5.64 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
120,832
shares
|
$5.64 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
120,578
shares
|
$5.62 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
120,504
shares
|
$5.62 Million
4.49% of portfolio
|
Q4 2024
Added 14.88%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
120,122
shares
|
$5.6 Million
0.37% of portfolio
|
Q4 2024
Added 340.6%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
118,458
shares
|
$5.53 Million
0.31% of portfolio
|
Q4 2024
Added 21.98%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
118,340
shares
|
$5.52 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
118,277
shares
|
$5.52 Million
5.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wela Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
117,461
shares
|
$5.48 Million
2.44% of portfolio
|
Q1 2025
Added 11812.88%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
117,368
shares
|
$5.48 Million
1.57% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
116,675
shares
|
$5.44 Million
0.04% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
116,546
shares
|
$5.44 Million
0.35% of portfolio
|
Q4 2024
Reduced 47.98%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
116,058
shares
|
$5.41 Million
0.14% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
115,807
shares
|
$5.4 Million
1.04% of portfolio
|
Q4 2024
Added 156.32%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
115,416
shares
|
$5.38 Million
1.78% of portfolio
|
Q1 2025
Added 914.38%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
114,963
shares
|
$5.36 Million
0.18% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
114,512
shares
|
$5.34 Million
0.55% of portfolio
|
Q4 2024
Added 1.78%
|