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 |
|---|---|---|---|---|---|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
75,272
shares
|
$3.51 Million
2.54% of portfolio
|
Q2 2022
Added 150444.0%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Apr 11, 2025 Q4 2024 |
74,960
shares
|
$3.5 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
74,912
shares
|
$3.49 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
74,736
shares
|
$3.49 Million
0.0% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
74,463
shares
|
$3.47 Million
0.51% of portfolio
|
Q1 2025
Reduced 83.01%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
74,267
shares
|
$3.46 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
74,116
shares
|
$3.46 Million
0.03% of portfolio
|
Q4 2024
Added 71.04%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
73,952
shares
|
$3.45 Million
3.28% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
73,839
shares
|
$3.44 Million
0.36% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
73,681
shares
|
$3.44 Million
0.25% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
73,616
shares
|
$3.43 Million
3.92% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
73,305
shares
|
$3.42 Million
0.74% of portfolio
|
Q1 2024
Reduced 19.15%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
73,098
shares
|
$3.41 Million
0.27% of portfolio
|
Q4 2024
Added 43.68%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
73,036
shares
|
$3.41 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
73,028
shares
|
$3.41 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
72,746
shares
|
$3.39 Million
0.21% of portfolio
|
Q4 2024
Added 30.45%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
72,687
shares
|
$3.39 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
72,587
shares
|
$3.39 Million
0.24% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
72,490
shares
|
$3.38 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
72,448
shares
|
$3.38 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
72,304
shares
|
$3.37 Million
0.3% of portfolio
|
Q1 2025
Added 1533.99%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
72,003
shares
|
$3.36 Million
0.51% of portfolio
|
Q1 2025
Reduced 78.85%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jan 29, 2025 Q4 2024 |
72,000
shares
|
$3.36 Million
2.65% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
71,910
shares
|
$3.35 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
71,812
shares
|
$3.35 Million
0.84% of portfolio
|
Q4 2024
Added 1.2%
|