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 |
|---|---|---|---|---|---|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
16,514
shares
|
$770,378
0.33% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
16,441
shares
|
$766,972
0.11% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
16,426
shares
|
$766,272
0.15% of portfolio
|
Q4 2024
Added 72.45%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
16,394
shares
|
$764,780
0.14% of portfolio
|
Q1 2025
Added 26.6%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
16,377
shares
|
$763,987
0.24% of portfolio
|
Q4 2024
Reduced 11.51%
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
16,351
shares
|
$762,774
0.18% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
16,322
shares
|
$761,421
0.04% of portfolio
|
Q2 2024
Added 6.81%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
16,277
shares
|
$759,322
0.4% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
16,258
shares
|
$758,435
0.08% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
16,252
shares
|
$758,155
0.01% of portfolio
|
Q1 2025
Added 75.62%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Feb 11, 2025 Q4 2024 |
16,237
shares
|
$757,456
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
16,225
shares
|
$756,896
0.23% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
16,155
shares
|
$753,630
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
16,125
shares
|
$752,231
0.05% of portfolio
|
Q4 2024
Added 26.3%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
16,122
shares
|
$752,091
0.87% of portfolio
|
Q2 2022
Reduced 24.58%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
16,076
shares
|
$749,945
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
16,075
shares
|
$749,898
0.17% of portfolio
|
Q4 2022
Reduced 6.07%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
16,074
shares
|
$749,852
0.06% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
15,977
shares
|
$745,327
0.17% of portfolio
|
Q4 2024
Reduced 52.49%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
15,951
shares
|
$744,114
0.03% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
15,938
shares
|
$743,507
0.28% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
15,903
shares
|
$741,874
0.01% of portfolio
|
Q4 2024
Added 17.47%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
15,878
shares
|
$740,708
0.03% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
15,860
shares
|
$739,869
0.21% of portfolio
|
Q2 2024
Reduced 30.92%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
15,857
shares
|
$739,729
0.07% of portfolio
|
Q4 2024
Added 175.97%
|