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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
19,849
shares
|
$925,955
0.19% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
19,825
shares
|
$924,836
0.09% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
19,734
shares
|
$920,591
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
19,731
shares
|
$920,451
0.14% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,719
shares
|
$919,891
0.15% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
19,662
shares
|
$917,232
0.05% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
19,646
shares
|
$916,485
0.06% of portfolio
|
Q4 2024
Added 52.78%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
19,609
shares
|
$914,759
0.03% of portfolio
|
Q1 2023
Added 18.34%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
19,605
shares
|
$914,573
0.36% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
19,546
shares
|
$911,820
0.14% of portfolio
|
Q3 2022
Added 3.82%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
19,438
shares
|
$906,782
0.01% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
19,417
shares
|
$905,803
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
19,347
shares
|
$902,537
0.0% of portfolio
|
Q4 2024
Reduced 41.26%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
19,323
shares
|
$901,417
0.02% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
19,302
shares
|
$900,438
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
19,264
shares
|
$898,665
1.43% of portfolio
|
Q3 2022
Reduced 14.72%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
19,228
shares
|
$896,986
0.03% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
19,150
shares
|
$893,347
0.08% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
19,100
shares
|
$891,015
0.11% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
19,081
shares
|
$890,128
0.06% of portfolio
|
Q3 2022
Added 4.05%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
19,030
shares
|
$887,749
0.13% of portfolio
|
Q4 2020
New holding
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
18,886
shares
|
$881,031
0.01% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Apr 11, 2025 Q4 2024 |
18,791
shares
|
$876,600
0.75% of portfolio
|
Q4 2024
New holding
|