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 |
|---|---|---|---|---|---|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
114,391
shares
|
$5.34 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
114,282
shares
|
$5.33 Million
0.35% of portfolio
|
Q4 2024
Added 15.86%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
113,649
shares
|
$5.3 Million
1.77% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
113,607
shares
|
$5.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
113,541
shares
|
$5.3 Million
0.57% of portfolio
|
Q4 2024
Added 15.89%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
113,294
shares
|
$5.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 63.34%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
113,042
shares
|
$5.27 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Kennicott Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
112,382
shares
|
$5.24 Million
3.68% of portfolio
|
Q1 2025
Added 31.3%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
112,104
shares
|
$5.23 Million
1.3% of portfolio
|
Q3 2024
Added 1435.46%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
111,700
shares
|
$5.21 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
111,225
shares
|
$5.19 Million
2.02% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
110,388
shares
|
$5.15 Million
0.35% of portfolio
|
Q4 2024
Added 69.09%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
110,258
shares
|
$5.14 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
110,130
shares
|
$5.14 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
109,660
shares
|
$5.12 Million
0.22% of portfolio
|
Q1 2025
Added 13.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
109,180
shares
|
$5.09 Million
0.12% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
108,968
shares
|
$5.08 Million
3.56% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
108,900
shares
|
$5.08 Million
2.56% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
108,817
shares
|
$5.08 Million
3.09% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
106,675
shares
|
$4.98 Million
0.18% of portfolio
|
Q4 2024
Added 113.01%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
106,379
shares
|
$4.96 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Apr 10, 2025 Q1 2025 |
106,295
shares
|
$4.96 Million
4.74% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
106,050
shares
|
$4.95 Million
0.52% of portfolio
|
Q1 2025
Reduced 13.18%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
105,980
shares
|
$4.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 70.41%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
105,795
shares
|
$4.94 Million
0.48% of portfolio
|
Q4 2024
Reduced 23.56%
|