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 2,044 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $36.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
7,964
shares
|
$386,413
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
7,917
shares
|
$384,132
0.07% of portfolio
|
Q3 2024
Reduced 24.84%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
7,894
shares
|
$383,016
0.05% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
7,876
shares
|
$382,143
0.03% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
7,871
shares
|
$381,900
0.21% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,847
shares
|
$380,736
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
7,842
shares
|
$380,493
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,824
shares
|
$379,620
0.02% of portfolio
|
Q3 2023
Reduced 25.93%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
7,816
shares
|
$379,232
0.17% of portfolio
|
Q1 2023
Reduced 8.63%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
7,807
shares
|
$378,795
0.03% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
7,780
shares
|
$377,485
0.19% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
7,778
shares
|
$377,388
0.26% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
7,777
shares
|
$377,340
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Feb 11, 2025 Q4 2024 |
7,740
shares
|
$375,544
0.21% of portfolio
|
Q4 2023
Reduced 25.38%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
7,737
shares
|
$375,399
0.11% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
7,714
shares
|
$374,283
0.26% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
7,713
shares
|
$374,234
0.01% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,691
shares
|
$373,167
0.3% of portfolio
|
Q4 2024
Reduced 21.51%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
7,682
shares
|
$372,730
0.03% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
7,666
shares
|
$371,954
0.14% of portfolio
|
Q4 2024
Added 61.36%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
7,649
shares
|
$371,129
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,640
shares
|
$370,692
0.1% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
7,627
shares
|
$370,062
0.09% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
7,604
shares
|
$368,946
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
7,593
shares
|
$368,412
0.02% of portfolio
|
Q2 2023
Reduced 31.24%
|