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 |
|---|---|---|---|---|---|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
61,684
shares
|
$2.88 Million
0.81% of portfolio
|
Q2 2022
Added 23.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
61,614
shares
|
$2.87 Million
0.08% of portfolio
|
Q1 2025
Added 20.62%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
61,054
shares
|
$2.85 Million
0.89% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
60,530
shares
|
$2.82 Million
0.36% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
60,502
shares
|
$2.82 Million
0.4% of portfolio
|
Q1 2025
Reduced 7.42%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
60,165
shares
|
$2.81 Million
2.19% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
60,134
shares
|
$2.81 Million
0.5% of portfolio
|
Q4 2024
Added 48.78%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
Feb 07, 2025 Q4 2024 |
59,760
shares
|
$2.79 Million
2.21% of portfolio
|
Q4 2024
Added 853.11%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
59,724
shares
|
$2.79 Million
0.89% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
59,627
shares
|
$2.78 Million
0.19% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
59,586
shares
|
$2.78 Million
0.17% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
59,233
shares
|
$2.76 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Orca Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
59,073
shares
|
$2.76 Million
2.75% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
59,049
shares
|
$2.75 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
58,695
shares
|
$2.74 Million
1.67% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
58,471
shares
|
$2.73 Million
1.32% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
58,393
shares
|
$2.72 Million
1.31% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
58,234
shares
|
$2.72 Million
0.22% of portfolio
|
Q3 2022
Reduced 23.04%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
58,221
shares
|
$2.72 Million
0.08% of portfolio
|
Q4 2024
Added 55.08%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
58,194
shares
|
$2.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
57,979
shares
|
$2.7 Million
1.05% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
57,751
shares
|
$2.69 Million
0.03% of portfolio
|
Q4 2024
Added 16.69%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
57,544
shares
|
$2.68 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
57,198
shares
|
$2.67 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
57,112
shares
|
$2.66 Million
2.06% of portfolio
|
Q3 2022
Reduced 50.49%
|