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 |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
8,647
shares
|
$403,382
0.01% of portfolio
|
Q3 2022
Added 1.34%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
8,644
shares
|
$403,242
0.06% of portfolio
|
Q4 2024
Reduced 30.98%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
8,632
shares
|
$402,682
0.1% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8,617
shares
|
$401,983
0.04% of portfolio
|
Q1 2025
Added 107612.5%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
8,615
shares
|
$401,889
0.29% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
8,589
shares
|
$400,676
0.04% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
8,586
shares
|
$400,536
0.07% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
8,543
shares
|
$398,530
0.07% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
8,527
shares
|
$397,784
0.04% of portfolio
|
Q2 2023
Reduced 2.06%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
8,498
shares
|
$396,431
0.24% of portfolio
|
Q1 2025
Added 63.05%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,494
shares
|
$396,245
0.04% of portfolio
|
Q4 2024
Reduced 35.35%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
8,488
shares
|
$395,965
0.03% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
8,487
shares
|
$395,918
0.06% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
8,439
shares
|
$393,679
0.31% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,437
shares
|
$393,586
0.01% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
8,419
shares
|
$392,746
0.65% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
8,405
shares
|
$392,093
0.13% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
8,388
shares
|
$391,300
0.29% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
8,380
shares
|
$390,927
0.29% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
8,377
shares
|
$390,787
0.19% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
8,369
shares
|
$390,413
0.09% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
8,359
shares
|
$389,947
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
8,357
shares
|
$389,854
0.08% of portfolio
|
Q4 2024
Added 208.04%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
8,327
shares
|
$388,454
0.14% of portfolio
|
Q4 2024
Reduced 13.31%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
8,311
shares
|
$387,708
0.33% of portfolio
|
Q4 2024
New holding
|