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 |
|---|---|---|---|---|---|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
41,786
shares
|
$2.13 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
|
$2.13 Million
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
41,690
shares
|
$2.12 Million
1.16% of portfolio
|
Q1 2025
Reduced 97.99%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
41,635
shares
|
$2.12 Million
0.37% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
41,606
shares
|
$2.12 Million
0.29% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
41,391
shares
|
$2.11 Million
0.27% of portfolio
|
Q1 2025
Added 13.03%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
41,337
shares
|
$2.11 Million
0.16% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
41,145
shares
|
$2.1 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
41,025
shares
|
$2.09 Million
0.64% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
40,842
shares
|
$2.08 Million
0.04% of portfolio
|
Q4 2023
Added 13.21%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
40,814
shares
|
$2.08 Million
0.21% of portfolio
|
Q1 2025
Added 19.36%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
40,791
shares
|
$2.08 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
40,627
shares
|
$2.07 Million
0.61% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
40,546
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Added 57.75%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
39,985
shares
|
$2.04 Million
0.6% of portfolio
|
Q1 2024
Added 18.93%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
39,950
shares
|
$2.04 Million
1.3% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
39,945
shares
|
$2.04 Million
0.1% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
39,736
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2022
Reduced 94.8%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
39,549
shares
|
$2.02 Million
0.87% of portfolio
|
Q1 2023
Reduced 2.56%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
39,506
shares
|
$2.01 Million
0.03% of portfolio
|
Q1 2025
Added 165.66%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
39,481
shares
|
$2.01 Million
0.21% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
39,421
shares
|
$2.01 Million
1.15% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
39,407
shares
|
$2.01 Million
0.56% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
39,300
shares
|
$2 Million
0.04% of portfolio
|
Q1 2025
Reduced 23.36%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
39,222
shares
|
$2 Million
0.42% of portfolio
|
Q1 2025
Added 95.95%
|