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 |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
53,932
shares
|
$2.52 Million
0.27% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
53,836
shares
|
$2.51 Million
0.4% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
53,296
shares
|
$2.49 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
53,225
shares
|
$2.48 Million
0.07% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
52,999
shares
|
$2.47 Million
0.95% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Moulton Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
52,913
shares
|
$2.47 Million
1.99% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Symmetry Investments LP
|
Feb 14, 2025 Q4 2024 |
52,900
shares
|
$2.47 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
52,576
shares
|
$2.45 Million
1.35% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
52,420
shares
|
$2.45 Million
0.7% of portfolio
|
Q4 2024
Added 34.63%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
52,180
shares
|
$2.43 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
52,123
shares
|
$2.43 Million
0.21% of portfolio
|
Q4 2024
Reduced 43.15%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
52,088
shares
|
$2.43 Million
2.12% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
51,558
shares
|
$2.41 Million
0.04% of portfolio
|
Q3 2022
Reduced 63.66%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
51,197
shares
|
$2.39 Million
0.03% of portfolio
|
Q4 2024
Added 26.66%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
50,886
shares
|
$2.37 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
50,656
shares
|
$2.36 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
50,610
shares
|
$2.36 Million
0.87% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
50,543
shares
|
$2.36 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Rye Brook Capital LLC
|
Apr 16, 2025 Q1 2025 |
50,300
shares
|
$2.35 Million
3.14% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
50,164
shares
|
$2.34 Million
0.02% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
50,105
shares
|
$2.34 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
49,707
shares
|
$2.32 Million
0.97% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
49,387
shares
|
$2.3 Million
1.38% of portfolio
|
Q4 2024
Reduced 16.38%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
49,314
shares
|
$2.3 Million
1.82% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
49,002
shares
|
$2.29 Million
0.85% of portfolio
|
Q4 2024
Reduced 3.63%
|