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 |
|---|---|---|---|---|---|
|
Lighthouse Financial LLC
Largo, FL |
Mar 11, 2025 Q4 2024 |
8,311
shares
|
$387,708
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
8,293
shares
|
$386,868
0.41% of portfolio
|
Q1 2025
Reduced 22.02%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
8,285
shares
|
$386,495
0.04% of portfolio
|
Q2 2022
Reduced 0.6%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
8,253
shares
|
$385,002
0.05% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
8,251
shares
|
$384,909
0.04% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,232
shares
|
$384,022
0.04% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
8,171
shares
|
$381,177
0.09% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,169
shares
|
$381,083
0.1% of portfolio
|
Q2 2022
Added 54.02%
|
|
|
Youngs Advisory Group, Inc.
|
Feb 13, 2025 Q4 2024 |
8,119
shares
|
$378,751
0.17% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
8,117
shares
|
$378,658
0.12% of portfolio
|
Q4 2024
Reduced 65.04%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
8,113
shares
|
$378,471
0.01% of portfolio
|
Q4 2024
Reduced 11.72%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
8,110
shares
|
$378,331
0.11% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
8,105
shares
|
$378,098
0.02% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
8,078
shares
|
$376,838
0.17% of portfolio
|
Q1 2025
Reduced 61.48%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
8,071
shares
|
$376,512
0.17% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,052
shares
|
$375,625
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
8,039
shares
|
$375,019
0.05% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
8,020
shares
|
$374,133
0.04% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
8,012
shares
|
$373,759
0.26% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
8,000
shares
|
$373,200
0.18% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
7,917
shares
|
$369,328
0.07% of portfolio
|
Q3 2024
Reduced 24.84%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,847
shares
|
$366,062
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
7,842
shares
|
$365,829
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,824
shares
|
$364,989
0.02% of portfolio
|
Q3 2023
Reduced 25.93%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
7,816
shares
|
$364,616
0.17% of portfolio
|
Q1 2023
Reduced 8.63%
|