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 |
|---|---|---|---|---|---|
|
Goodman Advisory Group, LLC
|
Feb 13, 2025 Q4 2024 |
18,775
shares
|
$875,853
0.27% of portfolio
|
Q4 2024
Reduced 12.18%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
18,667
shares
|
$870,815
0.32% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
18,659
shares
|
$870,442
0.28% of portfolio
|
Q1 2025
Reduced 70.71%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
18,623
shares
|
$868,762
0.37% of portfolio
|
Q2 2023
Added 17.92%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
18,498
shares
|
$862,931
0.08% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
18,482
shares
|
$862,185
0.71% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
18,435
shares
|
$859,992
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
18,406
shares
|
$858,639
0.07% of portfolio
|
Q4 2024
Reduced 15.35%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
18,256
shares
|
$851,642
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
18,239
shares
|
$850,849
0.0% of portfolio
|
Q3 2022
Reduced 71.34%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,162
shares
|
$847,257
0.04% of portfolio
|
Q2 2022
Reduced 25.26%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
18,148
shares
|
$846,604
0.08% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
18,087
shares
|
$843,758
0.17% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
18,063
shares
|
$842,638
0.42% of portfolio
|
Q4 2024
Added 12.81%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
18,004
shares
|
$839,886
0.06% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
17,928
shares
|
$836,341
0.02% of portfolio
|
Q1 2025
Reduced 75.1%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
17,818
shares
|
$831,209
0.01% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
17,745
shares
|
$827,804
1.0% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
17,729
shares
|
$827,057
0.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
17,720
shares
|
$826,638
0.01% of portfolio
|
Q4 2024
Reduced 87.94%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
17,717
shares
|
$826,498
0.02% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
17,695
shares
|
$825,471
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
17,635
shares
|
$822,672
0.28% of portfolio
|
Q3 2024
Added 33.82%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
17,459
shares
|
$814,462
0.08% of portfolio
|
Q3 2024
Added 638.54%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
17,398
shares
|
$811,616
0.2% of portfolio
|
Q3 2023
Added 0.46%
|