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 |
|---|---|---|---|---|---|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
9,174
shares
|
$427,967
0.1% of portfolio
|
Q4 2024
Added 32.08%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
9,144
shares
|
$426,567
0.17% of portfolio
|
Q1 2025
Reduced 50.93%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
9,137
shares
|
$426,241
0.1% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
9,125
shares
|
$425,681
0.32% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,121
shares
|
$425,494
0.0% of portfolio
|
Q4 2024
Added 34.27%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
9,100
shares
|
$424,515
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
9,090
shares
|
$424,048
0.17% of portfolio
|
Q4 2024
Reduced 19.95%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
9,079
shares
|
$423,535
0.32% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
8,984
shares
|
$419,103
0.79% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
8,944
shares
|
$417,237
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,936
shares
|
$416,864
0.22% of portfolio
|
Q2 2024
Reduced 19.69%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
8,925
shares
|
$416,351
0.01% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
8,921
shares
|
$416,164
0.0% of portfolio
|
Q4 2024
Added 71.95%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
8,900
shares
|
$415,185
0.42% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
8,893
shares
|
$414,858
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
8,868
shares
|
$413,692
0.03% of portfolio
|
Q3 2023
Reduced 5.26%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
8,858
shares
|
$413,225
0.02% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
8,851
shares
|
$412,899
0.03% of portfolio
|
Q4 2024
Added 191.25%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Feb 13, 2025 Q4 2024 |
8,834
shares
|
$412,106
0.17% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
8,830
shares
|
$411,919
0.05% of portfolio
|
Q4 2024
Reduced 33.52%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
8,800
shares
|
$410,520
0.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
8,775
shares
|
$409,353
0.2% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,757
shares
|
$408,514
0.02% of portfolio
|
Q3 2023
Reduced 70.85%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
8,704
shares
|
$406,041
0.32% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
8,699
shares
|
$405,808
0.01% of portfolio
|
Q1 2025
Reduced 37.31%
|