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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,061,479
shares
|
$105 Million
2.05% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
1,987,798
shares
|
$101 Million
8.14% of portfolio
|
Q1 2025
Added 42.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,962,065
shares
|
$100 Million
0.23% of portfolio
|
Q1 2025
Added 28.25%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,933,387
shares
|
$98.5 Million
0.05% of portfolio
|
Q1 2025
Added 200.84%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Apr 15, 2025 Q1 2025 |
1,910,007
shares
|
$97.3 Million
9.95% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,816,993
shares
|
$92.6 Million
0.13% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
1,679,444
shares
|
$85.6 Million
0.22% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,668,717
shares
|
$85 Million
0.16% of portfolio
|
Q3 2023
Reduced 6.78%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
1,641,623
shares
|
$83.7 Million
2.19% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
1,627,170
shares
|
$82.9 Million
0.27% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Tiff Advisory Services Inc
|
May 13, 2025 Q1 2025 |
1,619,374
shares
|
$82.5 Million
19.2% of portfolio
|
Q1 2025
Added 65.66%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
1,618,022
shares
|
$82.5 Million
6.89% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
1,614,432
shares
|
$82.3 Million
1.34% of portfolio
|
Q1 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
1,597,156
shares
|
$81.4 Million
6.85% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,453,160
shares
|
$74.1 Million
0.19% of portfolio
|
Q1 2025
Added 137.2%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,448,891
shares
|
$73.8 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,443,324
shares
|
$73.6 Million
0.24% of portfolio
|
Q1 2025
Added 19.76%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
1,435,904
shares
|
$73.2 Million
0.21% of portfolio
|
Q1 2025
Reduced 33.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,391,550
shares
|
$70.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
May 14, 2025 Q1 2025 |
1,381,019
shares
|
$70.4 Million
0.45% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
1,377,800
shares
|
$70.2 Million
3.74% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,291,369
shares
|
$65.8 Million
0.09% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
1,219,971
shares
|
$62.2 Million
2.26% of portfolio
|
Q1 2025
Added 16.86%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,215,450
shares
|
$61.9 Million
0.17% of portfolio
|
Q1 2025
Reduced 23.36%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
1,184,690
shares
|
$60.4 Million
3.12% of portfolio
|
Q1 2025
Reduced 7.35%
|