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 2,061 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 |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
10,000
shares
|
$466,500
0.21% of portfolio
|
Q4 2024
Reduced 41.18%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
10,000
shares
|
$466,500
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
10,000
shares
|
$466,500
0.1% of portfolio
|
Q3 2021
Reduced 1.96%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
10,000
shares
|
$466,500
0.05% of portfolio
|
Q2 2023
Reduced 31.97%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
9,980
shares
|
$465,567
0.15% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
9,974
shares
|
$465,287
0.07% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,872
shares
|
$460,528
0.01% of portfolio
|
Q1 2025
Reduced 75.28%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
9,829
shares
|
$458,522
0.04% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
9,823
shares
|
$458,242
0.03% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
9,823
shares
|
$458,242
0.19% of portfolio
|
Q4 2024
Added 84.78%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
9,806
shares
|
$457,449
0.13% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
9,723
shares
|
$453,577
0.05% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
9,719
shares
|
$453,391
0.01% of portfolio
|
Q1 2024
Reduced 18.31%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
9,713
shares
|
$453,111
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
9,709
shares
|
$452,924
0.05% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Pier 88 Investment Partners LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
9,700
shares
|
$452,505
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
9,692
shares
|
$452,131
0.06% of portfolio
|
Q4 2024
Added 79.32%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
9,686
shares
|
$451,851
0.1% of portfolio
|
Q4 2024
Added 59.86%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
9,681
shares
|
$451,618
0.01% of portfolio
|
Q1 2025
Reduced 29.08%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
9,679
shares
|
$451,525
0.23% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,655
shares
|
$450,405
0.25% of portfolio
|
Q4 2024
Reduced 43.72%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
9,640
shares
|
$449,706
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,568
shares
|
$446,347
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
9,561
shares
|
$446,020
0.04% of portfolio
|
Q4 2024
Added 16.14%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
9,510
shares
|
$443,641
0.06% of portfolio
|
Q4 2022
New holding
|