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 |
|---|---|---|---|---|---|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
48,632
shares
|
$2.48 Million
1.38% of portfolio
|
Q1 2025
Added 51.56%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
48,595
shares
|
$2.48 Million
0.37% of portfolio
|
Q4 2020
Added 1.79%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
48,369
shares
|
$2.46 Million
1.88% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
48,343
shares
|
$2.46 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
48,100
shares
|
$2.45 Million
0.09% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
47,982
shares
|
$2.45 Million
0.03% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
47,821
shares
|
$2.44 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
47,642
shares
|
$2.43 Million
0.76% of portfolio
|
Q1 2025
Added 648.38%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
47,417
shares
|
$2.42 Million
0.18% of portfolio
|
Q1 2025
Added 24.99%
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
47,366
shares
|
$2.41 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
47,175
shares
|
$2.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
47,096
shares
|
$2.4 Million
0.76% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
46,986
shares
|
$2.39 Million
1.06% of portfolio
|
Q1 2024
Reduced 17.18%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
46,932
shares
|
$2.39 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
46,800
shares
|
$2.38 Million
2.6% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
46,773
shares
|
$2.38 Million
0.04% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
46,745
shares
|
$2.38 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
46,735
shares
|
$2.38 Million
0.35% of portfolio
|
Q1 2025
Added 545.07%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
46,723
shares
|
$2.38 Million
0.23% of portfolio
|
Q1 2025
Added 41.52%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
46,182
shares
|
$2.35 Million
0.13% of portfolio
|
Q1 2025
Added 285.3%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
46,149
shares
|
$2.35 Million
0.59% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
46,009
shares
|
$2.34 Million
2.58% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
45,619
shares
|
$2.32 Million
1.48% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
45,458
shares
|
$2.32 Million
2.05% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
45,262
shares
|
$2.31 Million
0.02% of portfolio
|
Q1 2025
Reduced 79.43%
|