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 |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
66,538
shares
|
$3.1 Million
1.9% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
66,439
shares
|
$3.1 Million
0.9% of portfolio
|
Q4 2024
Added 33.47%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
66,366
shares
|
$3.1 Million
0.61% of portfolio
|
Q2 2022
Reduced 0.17%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
66,121
shares
|
$3.08 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
66,015
shares
|
$3.08 Million
0.42% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
65,985
shares
|
$3.08 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
65,976
shares
|
$3.08 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
65,814
shares
|
$3.07 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
65,429
shares
|
$3.05 Million
0.92% of portfolio
|
Q3 2022
Added 4.6%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
65,326
shares
|
$3.05 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
65,000
shares
|
$3.03 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
64,682
shares
|
$3.02 Million
2.5% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
64,521
shares
|
$3.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
64,483
shares
|
$3.01 Million
1.62% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Feb 14, 2025 Q4 2024 |
64,278
shares
|
$3 Million
0.15% of portfolio
|
Q4 2024
Reduced 79.71%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
64,247
shares
|
$3 Million
0.28% of portfolio
|
Q4 2024
Added 324.83%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
63,878
shares
|
$2.98 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
63,864
shares
|
$2.98 Million
0.18% of portfolio
|
Q4 2024
Reduced 93.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
63,785
shares
|
$2.98 Million
0.0% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
62,921
shares
|
$2.94 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
62,784
shares
|
$2.93 Million
0.46% of portfolio
|
Q4 2024
Reduced 80.99%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
62,706
shares
|
$2.93 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
62,082
shares
|
$2.9 Million
0.32% of portfolio
|
Q2 2023
Reduced 4.86%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
62,053
shares
|
$2.89 Million
1.15% of portfolio
|
Q4 2024
Added 20.4%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Mar 06, 2025 Q4 2024 |
61,890
shares
|
$2.89 Million
1.49% of portfolio
|
Q4 2024
New holding
|