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 2,108 institutions that hold shares in the stock, with a total of 793 Million shares, which have been reported (via 13F filing form) to have a value of $40.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
702,609
shares
|
$35.8 Million
2.27% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
688,900
shares
|
$35.1 Million
5.29% of portfolio
|
Q4 2023
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
681,145
shares
|
$34.7 Million
2.62% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
666,255
shares
|
$34 Million
0.14% of portfolio
|
Q2 2023
Reduced 97.43%
|
|
|
Marks Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
665,891
shares
|
$33.9 Million
12.17% of portfolio
|
Q1 2025
New holding
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
652,984
shares
|
$33.3 Million
6.66% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
631,816
shares
|
$32.2 Million
3.12% of portfolio
|
Q1 2025
Added 5045.5%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
631,079
shares
|
$32.2 Million
2.22% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Vantage Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
629,272
shares
|
$32.1 Million
2.71% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
617,712
shares
|
$31.5 Million
0.12% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
613,952
shares
|
$31.3 Million
4.79% of portfolio
|
Q1 2025
Added 35.7%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
607,251
shares
|
$30.9 Million
5.2% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
597,222
shares
|
$30.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 97.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
583,864
shares
|
$29.8 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
582,907
shares
|
$29.7 Million
0.09% of portfolio
|
Q1 2025
Added 16.64%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
575,634
shares
|
$29.3 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
575,320
shares
|
$29.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.83%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
574,404
shares
|
$29.3 Million
0.36% of portfolio
|
Q1 2025
Added 17.47%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
574,138
shares
|
$29.3 Million
0.86% of portfolio
|
Q1 2025
Reduced 49.49%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
570,584
shares
|
$29.1 Million
1.82% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
565,799
shares
|
$28.8 Million
7.59% of portfolio
|
Q1 2025
Added 50.71%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
563,280
shares
|
$28.7 Million
2.46% of portfolio
|
N/A
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
553,300
shares
|
$28.2 Million
4.11% of portfolio
|
Q1 2025
Added 55.12%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
550,420
shares
|
$28 Million
0.07% of portfolio
|
Q1 2025
Added 1788.23%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
538,093
shares
|
$27.4 Million
0.22% of portfolio
|
Q1 2025
Added 2468.34%
|