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 |
|---|---|---|---|---|---|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
45,165
shares
|
$2.3 Million
1.14% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
45,144
shares
|
$2.3 Million
0.02% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
44,986
shares
|
$2.29 Million
0.37% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
44,908
shares
|
$2.29 Million
0.05% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
44,590
shares
|
$2.27 Million
0.04% of portfolio
|
Q1 2025
Added 57.07%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
44,532
shares
|
$2.27 Million
1.6% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
44,482
shares
|
$2.27 Million
1.34% of portfolio
|
Q1 2023
Reduced 8.35%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
44,436
shares
|
$2.26 Million
0.06% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
44,181
shares
|
$2.25 Million
0.03% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
44,093
shares
|
$2.25 Million
2.21% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
43,828
shares
|
$2.23 Million
0.2% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
43,801
shares
|
$2.23 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
43,770
shares
|
$2.23 Million
0.6% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
43,720
shares
|
$2.23 Million
1.06% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
43,133
shares
|
$2.2 Million
1.93% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
42,875
shares
|
$2.18 Million
0.24% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
42,870
shares
|
$2.18 Million
0.5% of portfolio
|
Q1 2025
Added 24.23%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
42,860
shares
|
$2.18 Million
0.54% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
42,752
shares
|
$2.18 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Retireful, LLC
|
Apr 10, 2025 Q1 2025 |
42,708
shares
|
$2.18 Million
2.16% of portfolio
|
Q1 2025
New holding
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
42,624
shares
|
$2.17 Million
0.56% of portfolio
|
Q1 2025
Added 32.22%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
42,541
shares
|
$2.17 Million
0.71% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Parametrica Management LTD
|
May 08, 2025 Q1 2025 |
42,500
shares
|
$2.17 Million
3.57% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
42,371
shares
|
$2.16 Million
0.53% of portfolio
|
Q1 2025
Added 87.34%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
42,309
shares
|
$2.16 Million
0.24% of portfolio
|
Q1 2025
Added 19.24%
|