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 2,108 institutions that hold shares in the stock, with a total of 793 Million shares, which have been reported (via 13F filing form) to have a value of $40.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
52,909
shares
|
$2.7 Million
0.08% of portfolio
|
Q1 2025
Added 15.86%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
52,622
shares
|
$2.68 Million
0.12% of portfolio
|
Q1 2025
Added 1903.88%
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
52,576
shares
|
$2.68 Million
1.35% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
52,547
shares
|
$2.68 Million
2.38% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
52,482
shares
|
$2.67 Million
0.13% of portfolio
|
Q1 2025
Reduced 22.15%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
51,946
shares
|
$2.65 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
51,943
shares
|
$2.65 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
51,561
shares
|
$2.63 Million
0.0% of portfolio
|
Q1 2025
Added 19.37%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
51,558
shares
|
$2.63 Million
0.04% of portfolio
|
Q3 2022
Reduced 63.66%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
51,439
shares
|
$2.62 Million
0.89% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
51,405
shares
|
$2.62 Million
0.36% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
51,066
shares
|
$2.6 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
51,016
shares
|
$2.6 Million
0.13% of portfolio
|
Q1 2025
Added 27.52%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
50,894
shares
|
$2.59 Million
0.17% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
50,543
shares
|
$2.58 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Rye Brook Capital LLC
|
Apr 16, 2025 Q1 2025 |
50,300
shares
|
$2.56 Million
3.14% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
50,238
shares
|
$2.56 Million
0.07% of portfolio
|
Q1 2025
Reduced 27.53%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Apr 29, 2025 Q1 2025 |
50,000
shares
|
$2.55 Million
0.16% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
49,934
shares
|
$2.54 Million
0.07% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
49,896
shares
|
$2.54 Million
0.6% of portfolio
|
Q1 2025
Added 1578.87%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
49,779
shares
|
$2.54 Million
0.35% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
49,707
shares
|
$2.53 Million
0.97% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
49,229
shares
|
$2.51 Million
1.11% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
49,196
shares
|
$2.51 Million
0.09% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
48,837
shares
|
$2.49 Million
0.41% of portfolio
|
Q1 2025
Added 3.57%
|