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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
28,389
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
28,201
shares
|
$1.32 Million
0.45% of portfolio
|
Q4 2024
Reduced 25.33%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
28,184
shares
|
$1.31 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
28,137
shares
|
$1.31 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Mar 04, 2025 Q4 2024 |
28,068
shares
|
$1.31 Million
0.89% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
28,060
shares
|
$1.31 Million
0.08% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
27,936
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
27,869
shares
|
$1.3 Million
0.4% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
27,791
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2022
Reduced 63.27%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
27,739
shares
|
$1.29 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
27,576
shares
|
$1.29 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
27,569
shares
|
$1.29 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
27,555
shares
|
$1.29 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
27,510
shares
|
$1.28 Million
0.13% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
27,444
shares
|
$1.28 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
27,414
shares
|
$1.28 Million
0.15% of portfolio
|
Q2 2024
Reduced 19.95%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
27,336
shares
|
$1.28 Million
0.6% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,203
shares
|
$1.27 Million
0.19% of portfolio
|
Q3 2024
Added 45.4%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
27,189
shares
|
$1.27 Million
0.06% of portfolio
|
Q1 2025
Added 82.93%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
27,076
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
26,783
shares
|
$1.25 Million
0.15% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
26,750
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
26,715
shares
|
$1.25 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
26,640
shares
|
$1.24 Million
0.1% of portfolio
|
Q4 2024
Added 18.28%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
26,591
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2022
Added 17.49%
|