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 |
|---|---|---|---|---|---|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
97,001
shares
|
$4.94 Million
3.11% of portfolio
|
Q1 2025
New holding
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
96,838
shares
|
$4.93 Million
2.5% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
96,635
shares
|
$4.92 Million
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Martin & CO Inc
Knoxville, TN |
May 15, 2025 Q1 2025 |
94,940
shares
|
$4.84 Million
0.98% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Apr 11, 2025 Q1 2025 |
94,217
shares
|
$4.8 Million
2.16% of portfolio
|
Q1 2025
Added 432.72%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
93,660
shares
|
$4.77 Million
0.11% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
93,287
shares
|
$4.75 Million
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
92,675
shares
|
$4.72 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
92,628
shares
|
$4.72 Million
3.4% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
92,099
shares
|
$4.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 94.6%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
91,954
shares
|
$4.69 Million
0.75% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
91,841
shares
|
$4.68 Million
0.12% of portfolio
|
Q1 2025
Added 12.92%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
91,840
shares
|
$4.68 Million
0.03% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
91,499
shares
|
$4.66 Million
0.06% of portfolio
|
Q4 2022
Added 0.35%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
91,112
shares
|
$4.64 Million
0.02% of portfolio
|
Q1 2025
Reduced 92.08%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
90,996
shares
|
$4.64 Million
3.89% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
90,945
shares
|
$4.63 Million
0.14% of portfolio
|
Q1 2025
Reduced 26.47%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
90,935
shares
|
$4.63 Million
1.41% of portfolio
|
Q1 2025
Added 93.15%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
90,730
shares
|
$4.62 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
90,361
shares
|
$4.6 Million
3.09% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
90,270
shares
|
$4.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
90,027
shares
|
$4.59 Million
0.55% of portfolio
|
Q1 2025
Reduced 38.71%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
89,842
shares
|
$4.58 Million
0.65% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
89,758
shares
|
$4.57 Million
1.2% of portfolio
|
Q3 2023
Reduced 9.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
89,579
shares
|
$4.56 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.05%
|