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 |
|---|---|---|---|---|---|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
30,670
shares
|
$1.43 Million
0.33% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
30,542
shares
|
$1.42 Million
0.06% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
30,392
shares
|
$1.42 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
30,209
shares
|
$1.41 Million
0.23% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
30,091
shares
|
$1.4 Million
0.38% of portfolio
|
Q4 2024
Reduced 18.86%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
30,039
shares
|
$1.4 Million
0.24% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
30,000
shares
|
$1.4 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
29,868
shares
|
$1.39 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
29,496
shares
|
$1.38 Million
0.53% of portfolio
|
Q2 2023
Added 14.4%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
29,482
shares
|
$1.38 Million
0.2% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
29,375
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Feb 13, 2025 Q4 2024 |
29,357
shares
|
$1.37 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
29,352
shares
|
$1.37 Million
0.07% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
29,150
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.34%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
29,117
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
29,090
shares
|
$1.36 Million
0.22% of portfolio
|
Q4 2024
Added 61.07%
|
|
|
H&H Retirement Design & Management Inc
|
Feb 24, 2025 Q4 2024 |
29,002
shares
|
$1.35 Million
0.88% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
28,994
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
28,991
shares
|
$1.35 Million
0.2% of portfolio
|
Q4 2023
Added 7.77%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
28,921
shares
|
$1.35 Million
0.03% of portfolio
|
Q4 2024
Added 26.12%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
28,815
shares
|
$1.34 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
28,806
shares
|
$1.34 Million
1.36% of portfolio
|
Q4 2024
Added 35.94%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
28,803
shares
|
$1.34 Million
0.76% of portfolio
|
Q4 2024
Added 107.08%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
28,771
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2023
Added 45.59%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
28,736
shares
|
$1.34 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.23%
|