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 |
|---|---|---|---|---|---|
|
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
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
9,500
shares
|
$443,175
0.13% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
9,458
shares
|
$441,215
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
9,457
shares
|
$441,169
0.0% of portfolio
|
Q4 2024
Reduced 99.54%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
9,453
shares
|
$440,982
0.1% of portfolio
|
Q1 2025
Reduced 93.03%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
9,440
shares
|
$440,376
0.01% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
9,439
shares
|
$440,329
0.09% of portfolio
|
Q1 2025
Reduced 19.57%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
9,419
shares
|
$439,396
0.03% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
9,413
shares
|
$439,116
0.06% of portfolio
|
Q1 2025
Added 19.24%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
9,374
shares
|
$437,297
0.0% of portfolio
|
Q4 2024
Reduced 37.64%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
9,374
shares
|
$437,297
0.14% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
9,352
shares
|
$436,270
0.39% of portfolio
|
Q4 2024
Reduced 85.99%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
9,346
shares
|
$435,990
0.03% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
9,343
shares
|
$435,850
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
9,340
shares
|
$435,711
0.05% of portfolio
|
Q4 2024
Added 102.91%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
9,325
shares
|
$435,011
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
9,320
shares
|
$434,778
0.01% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Feb 14, 2025 Q4 2024 |
9,290
shares
|
$433,378
0.32% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
9,260
shares
|
$431,979
0.19% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
9,249
shares
|
$431,465
0.15% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 14, 2025 Q1 2025 |
9,227
shares
|
$430,439
0.02% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
9,227
shares
|
$430,439
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
9,186
shares
|
$428,526
0.01% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
9,183
shares
|
$428,386
0.25% of portfolio
|
Q4 2024
New holding
|