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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
36,894
shares
|
$1.72 Million
0.06% of portfolio
|
Q4 2024
Reduced 31.54%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
36,858
shares
|
$1.72 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
36,769
shares
|
$1.72 Million
0.3% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
36,750
shares
|
$1.71 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
36,750
shares
|
$1.71 Million
0.46% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
36,630
shares
|
$1.71 Million
1.55% of portfolio
|
Q1 2025
Added 18123.88%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
36,619
shares
|
$1.71 Million
0.26% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
36,473
shares
|
$1.7 Million
0.36% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
36,156
shares
|
$1.69 Million
0.26% of portfolio
|
Q4 2024
Reduced 23.97%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
36,085
shares
|
$1.68 Million
0.48% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
36,082
shares
|
$1.68 Million
0.02% of portfolio
|
Q4 2024
Added 49.76%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
35,853
shares
|
$1.67 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
35,839
shares
|
$1.67 Million
0.5% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
35,660
shares
|
$1.66 Million
0.32% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
35,482
shares
|
$1.66 Million
0.2% of portfolio
|
Q4 2024
Reduced 75.93%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
35,400
shares
|
$1.65 Million
0.04% of portfolio
|
Q4 2024
Added 342.5%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
35,322
shares
|
$1.65 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
35,287
shares
|
$1.65 Million
0.72% of portfolio
|
Q4 2024
Added 41.82%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
35,201
shares
|
$1.64 Million
0.24% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
35,145
shares
|
$1.64 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
35,047
shares
|
$1.63 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
34,835
shares
|
$1.63 Million
1.18% of portfolio
|
Q1 2025
Added 22.62%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
34,798
shares
|
$1.62 Million
0.72% of portfolio
|
Q4 2024
Reduced 11.1%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
34,731
shares
|
$1.62 Million
0.26% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
34,545
shares
|
$1.61 Million
1.27% of portfolio
|
Q1 2025
Added 5.35%
|