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 |
|---|---|---|---|---|---|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
85,000
shares
|
$3.97 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
84,580
shares
|
$3.95 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Ironwood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
84,089
shares
|
$3.92 Million
2.05% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
84,009
shares
|
$3.92 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
83,477
shares
|
$3.89 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
83,263
shares
|
$3.88 Million
0.81% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
83,068
shares
|
$3.88 Million
0.13% of portfolio
|
Q4 2024
Added 12.9%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
82,871
shares
|
$3.87 Million
2.29% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Apr 17, 2025 Q1 2025 |
82,156
shares
|
$3.83 Million
2.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Mar 25, 2025 Q4 2024 |
82,015
shares
|
$3.83 Million
6.62% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
81,334
shares
|
$3.79 Million
0.1% of portfolio
|
Q4 2024
Added 81.6%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
81,209
shares
|
$3.79 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
80,804
shares
|
$3.77 Million
1.68% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
80,771
shares
|
$3.77 Million
0.56% of portfolio
|
Q4 2024
Added 1124.92%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
79,476
shares
|
$3.71 Million
1.23% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
79,279
shares
|
$3.7 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
78,956
shares
|
$3.68 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
78,933
shares
|
$3.68 Million
0.1% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
78,645
shares
|
$3.67 Million
0.4% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
78,443
shares
|
$3.66 Million
0.0% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
77,768
shares
|
$3.63 Million
1.42% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
76,834
shares
|
$3.58 Million
1.88% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
76,375
shares
|
$3.56 Million
0.14% of portfolio
|
Q1 2025
Added 132.33%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
75,718
shares
|
$3.53 Million
0.47% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
75,298
shares
|
$3.51 Million
0.17% of portfolio
|
Q1 2025
Added 1072.32%
|