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 |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
1,231,987
shares
|
$57.5 Million
0.8% of portfolio
|
Q4 2024
Added 728886.38%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,213,224
shares
|
$56.6 Million
0.34% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,205,194
shares
|
$56.2 Million
0.19% of portfolio
|
Q4 2024
Added 35.65%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,201,148
shares
|
$56 Million
10.71% of portfolio
|
Q4 2024
Added 74.61%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
1,151,129
shares
|
$53.7 Million
0.11% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
1,052,922
shares
|
$49.1 Million
2.23% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
1,043,961
shares
|
$48.7 Million
1.61% of portfolio
|
Q4 2024
Reduced 40.86%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
1,040,000
shares
|
$48.5 Million
0.21% of portfolio
|
Q4 2024
Reduced 66.23%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
1,000,000
shares
|
$46.7 Million
0.2% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
1,000,000
shares
|
$46.7 Million
0.19% of portfolio
|
Q4 2024
Added 126.16%
|
|
|
Tiff Advisory Services Inc
|
Feb 06, 2025 Q4 2024 |
977,514
shares
|
$45.6 Million
15.38% of portfolio
|
Q4 2024
Added 42.54%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Jan 21, 2025 Q4 2024 |
901,600
shares
|
$42.1 Million
7.16% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
898,126
shares
|
$41.9 Million
0.89% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
893,883
shares
|
$41.7 Million
0.55% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
880,301
shares
|
$41.1 Million
1.49% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
822,285
shares
|
$38.4 Million
3.33% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
806,784
shares
|
$37.6 Million
0.16% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
790,129
shares
|
$36.9 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
781,060
shares
|
$36.4 Million
2.87% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Feb 05, 2025 Q4 2024 |
780,714
shares
|
$36.4 Million
6.57% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
758,127
shares
|
$35.4 Million
1.17% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
757,293
shares
|
$35.3 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
756,328
shares
|
$35.3 Million
3.29% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
745,457
shares
|
$34.8 Million
0.23% of portfolio
|
Q4 2024
Added 118.29%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
717,726
shares
|
$33.5 Million
2.21% of portfolio
|
Q4 2024
Reduced 0.23%
|