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 |
|---|---|---|---|---|---|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
94,607
shares
|
$4.41 Million
1.54% of portfolio
|
Q3 2020
New holding
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
94,552
shares
|
$4.41 Million
1.23% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Apr 11, 2025 Q1 2025 |
94,217
shares
|
$4.4 Million
2.16% of portfolio
|
Q1 2025
Added 432.72%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Feb 07, 2025 Q4 2024 |
94,099
shares
|
$4.39 Million
0.77% of portfolio
|
Q4 2024
Added 597.34%
|
|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
93,287
shares
|
$4.35 Million
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Client First Capital LLC
|
Jan 14, 2025 Q4 2024 |
93,066
shares
|
$4.34 Million
2.32% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
91,499
shares
|
$4.27 Million
0.06% of portfolio
|
Q4 2022
Added 0.35%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
91,205
shares
|
$4.25 Million
0.05% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
90,730
shares
|
$4.23 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
90,526
shares
|
$4.22 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
90,476
shares
|
$4.22 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
90,361
shares
|
$4.22 Million
3.09% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
90,027
shares
|
$4.2 Million
0.55% of portfolio
|
Q1 2025
Reduced 38.71%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
89,842
shares
|
$4.19 Million
0.65% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
89,758
shares
|
$4.19 Million
1.2% of portfolio
|
Q3 2023
Reduced 9.5%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
89,519
shares
|
$4.18 Million
0.23% of portfolio
|
Q1 2025
Reduced 21.14%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
88,659
shares
|
$4.14 Million
3.4% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
88,541
shares
|
$4.13 Million
0.11% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
88,473
shares
|
$4.13 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
87,987
shares
|
$4.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
87,801
shares
|
$4.1 Million
0.3% of portfolio
|
Q4 2022
Reduced 2.79%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
87,126
shares
|
$4.06 Million
0.02% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
86,268
shares
|
$4.02 Million
1.35% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
85,968
shares
|
$4.01 Million
0.15% of portfolio
|
Q4 2024
Added 31.53%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
85,617
shares
|
$3.99 Million
2.05% of portfolio
|
Q4 2024
Added 7.17%
|