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 |
|---|---|---|---|---|---|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
21,130
shares
|
$985,714
0.18% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
21,030
shares
|
$981,049
0.04% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
20,951
shares
|
$977,364
0.01% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
20,904
shares
|
$975,171
1.27% of portfolio
|
Q1 2025
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
20,894
shares
|
$974,705
0.29% of portfolio
|
Q1 2025
Added 20.56%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
20,678
shares
|
$964,628
0.07% of portfolio
|
Q1 2025
Added 31.19%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
20,489
shares
|
$955,811
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
20,363
shares
|
$949,933
0.62% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
20,356
shares
|
$949,607
0.08% of portfolio
|
Q4 2024
Added 45.16%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
20,264
shares
|
$945,315
0.05% of portfolio
|
Q4 2024
Added 47.59%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
20,253
shares
|
$944,802
0.32% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
20,229
shares
|
$943,682
0.24% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
20,178
shares
|
$941,303
0.08% of portfolio
|
Q4 2023
Reduced 19.39%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
20,142
shares
|
$939,624
0.35% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Feb 11, 2025 Q4 2024 |
20,130
shares
|
$939,064
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
20,113
shares
|
$938,271
0.14% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
20,078
shares
|
$936,638
0.31% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
20,072
shares
|
$936,358
0.25% of portfolio
|
Q4 2024
Added 21.11%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
20,028
shares
|
$934,306
0.48% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
20,000
shares
|
$933,000
0.34% of portfolio
|
Q1 2022
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
19,997
shares
|
$932,860
0.08% of portfolio
|
Q2 2024
Reduced 15.35%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
19,955
shares
|
$930,900
0.2% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
19,923
shares
|
$929,407
0.12% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
19,910
shares
|
$928,801
0.53% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
19,865
shares
|
$926,702
0.1% of portfolio
|
Q4 2024
Added 78.8%
|