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 |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
13,238
shares
|
$617,552
0.37% of portfolio
|
Q4 2024
Added 98.26%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
13,233
shares
|
$617,319
0.22% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
13,190
shares
|
$615,313
0.17% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
13,171
shares
|
$614,427
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
13,134
shares
|
$612,701
0.17% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
13,104
shares
|
$611,301
0.5% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
13,050
shares
|
$608,782
0.33% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
12,922
shares
|
$602,811
0.14% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Jb Global.Com LLC
New York, NY |
Apr 09, 2025 Q1 2025 |
12,921
shares
|
$602,764
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
12,898
shares
|
$601,691
0.17% of portfolio
|
Q1 2025
Reduced 46.52%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
12,864
shares
|
$600,105
0.19% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
12,832
shares
|
$598,612
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
12,820
shares
|
$598,053
0.26% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
12,805
shares
|
$597,353
0.18% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
12,799
shares
|
$597,073
0.6% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
12,791
shares
|
$596,700
0.08% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
12,791
shares
|
$596,700
0.1% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
12,751
shares
|
$594,834
0.08% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Feb 13, 2025 Q4 2024 |
12,743
shares
|
$594,460
0.12% of portfolio
|
Q2 2024
Reduced 28.48%
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
12,740
shares
|
$594,321
0.22% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
12,662
shares
|
$590,682
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
12,650
shares
|
$590,122
0.43% of portfolio
|
Q4 2024
Added 61.15%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
12,645
shares
|
$589,889
0.37% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
12,582
shares
|
$586,950
0.11% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
12,538
shares
|
$584,897
0.15% of portfolio
|
Q4 2024
New holding
|