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 |
|---|---|---|---|---|---|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
34,508
shares
|
$1.61 Million
0.41% of portfolio
|
Q4 2024
Added 24.93%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
34,345
shares
|
$1.6 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
34,193
shares
|
$1.6 Million
0.17% of portfolio
|
Q4 2024
Added 20.11%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
34,150
shares
|
$1.59 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
34,100
shares
|
$1.59 Million
2.32% of portfolio
|
Q1 2023
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
34,033
shares
|
$1.59 Million
0.35% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
33,901
shares
|
$1.58 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
33,703
shares
|
$1.57 Million
0.62% of portfolio
|
Q4 2024
Added 72.43%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
33,643
shares
|
$1.57 Million
0.09% of portfolio
|
Q4 2024
Added 16.14%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
33,546
shares
|
$1.56 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
33,444
shares
|
$1.56 Million
0.48% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
33,384
shares
|
$1.56 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
33,255
shares
|
$1.55 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
33,210
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
33,130
shares
|
$1.55 Million
0.68% of portfolio
|
Q4 2024
Added 543.55%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
33,129
shares
|
$1.55 Million
1.14% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
33,014
shares
|
$1.54 Million
0.14% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
32,630
shares
|
$1.52 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
32,550
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Added 167.66%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
32,461
shares
|
$1.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 33.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
32,342
shares
|
$1.51 Million
0.09% of portfolio
|
Q4 2024
Added 38.2%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
32,342
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
32,248
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2022
Added 93.02%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
32,240
shares
|
$1.5 Million
0.13% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
32,236
shares
|
$1.5 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.34%
|