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 |
|---|---|---|---|---|---|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
39,549
shares
|
$1.84 Million
0.87% of portfolio
|
Q1 2023
Reduced 2.56%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
39,336
shares
|
$1.84 Million
0.57% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
39,300
shares
|
$1.83 Million
0.04% of portfolio
|
Q1 2025
Reduced 23.36%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
39,287
shares
|
$1.83 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
39,256
shares
|
$1.83 Million
0.44% of portfolio
|
Q4 2024
Reduced 16.96%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
39,222
shares
|
$1.83 Million
0.42% of portfolio
|
Q1 2025
Added 95.95%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
39,088
shares
|
$1.82 Million
0.11% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Apr 14, 2025 Q1 2025 |
39,010
shares
|
$1.82 Million
1.56% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
39,003
shares
|
$1.82 Million
0.52% of portfolio
|
Q4 2024
Added 32.64%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
38,722
shares
|
$1.81 Million
1.53% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
38,718
shares
|
$1.81 Million
2.25% of portfolio
|
Q1 2025
Added 28.06%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
38,606
shares
|
$1.8 Million
0.76% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
38,558
shares
|
$1.8 Million
0.09% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
38,408
shares
|
$1.79 Million
0.06% of portfolio
|
Q4 2024
Added 55.88%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
38,295
shares
|
$1.79 Million
0.7% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
38,187
shares
|
$1.78 Million
0.04% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
38,034
shares
|
$1.77 Million
0.03% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
37,936
shares
|
$1.77 Million
0.14% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
37,934
shares
|
$1.77 Million
0.17% of portfolio
|
Q4 2024
Added 18.12%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
37,717
shares
|
$1.76 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
37,612
shares
|
$1.75 Million
1.11% of portfolio
|
Q4 2024
Added 36.92%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
37,472
shares
|
$1.75 Million
1.69% of portfolio
|
Q4 2024
Added 32.29%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
37,442
shares
|
$1.75 Million
0.5% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
37,295
shares
|
$1.74 Million
0.14% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
37,062
shares
|
$1.73 Million
0.05% of portfolio
|
Q1 2025
Added 17.08%
|