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 |
|---|---|---|---|---|---|
|
Retireful, LLC
|
Apr 10, 2025 Q1 2025 |
42,708
shares
|
$1.99 Million
2.16% of portfolio
|
Q1 2025
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
42,535
shares
|
$1.98 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Parametrica Management LTD
|
Feb 11, 2025 Q4 2024 |
42,500
shares
|
$1.98 Million
2.74% of portfolio
|
Q4 2024
New holding
|
|
|
Cavalier Investments, LLC
|
Feb 04, 2025 Q4 2024 |
42,458
shares
|
$1.98 Million
0.69% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
42,392
shares
|
$1.98 Million
0.05% of portfolio
|
Q4 2024
Added 161.28%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
41,786
shares
|
$1.95 Million
0.3% of portfolio
|
Q4 2022
Reduced 23.15%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
41,786
shares
|
$1.95 Million
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
41,702
shares
|
$1.95 Million
0.13% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
Feb 05, 2025 Q4 2024 |
41,530
shares
|
$1.94 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
41,486
shares
|
$1.94 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Greenland Capital Management LP
New York, NY |
Feb 13, 2025 Q4 2024 |
41,378
shares
|
$1.93 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
41,337
shares
|
$1.93 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
41,244
shares
|
$1.92 Million
0.24% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
41,084
shares
|
$1.92 Million
0.03% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
40,842
shares
|
$1.91 Million
0.04% of portfolio
|
Q4 2023
Added 13.21%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
40,791
shares
|
$1.9 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
40,703
shares
|
$1.9 Million
0.78% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
40,627
shares
|
$1.9 Million
0.61% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
40,182
shares
|
$1.87 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
40,007
shares
|
$1.87 Million
0.1% of portfolio
|
Q4 2024
Added 17.34%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
39,985
shares
|
$1.87 Million
0.6% of portfolio
|
Q1 2024
Added 18.93%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
39,870
shares
|
$1.86 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
39,755
shares
|
$1.85 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
39,736
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2022
Reduced 94.8%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
39,649
shares
|
$1.85 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.91%
|