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 |
|---|---|---|---|---|---|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
7,807
shares
|
$364,196
0.03% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
7,780
shares
|
$362,937
0.19% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
7,778
shares
|
$362,843
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
|
$362,797
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
7,771
shares
|
$362,517
0.21% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Feb 11, 2025 Q4 2024 |
7,740
shares
|
$361,071
0.21% of portfolio
|
Q4 2023
Reduced 25.38%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
7,737
shares
|
$360,931
0.11% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
7,722
shares
|
$360,231
0.28% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
7,713
shares
|
$359,811
0.01% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
7,682
shares
|
$358,365
0.03% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
7,649
shares
|
$356,825
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,640
shares
|
$356,406
0.1% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
7,627
shares
|
$355,799
0.09% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
In Track Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
7,621
shares
|
$355,519
0.35% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
7,593
shares
|
$354,213
0.02% of portfolio
|
Q2 2023
Reduced 31.24%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
7,588
shares
|
$353,980
0.17% of portfolio
|
Q2 2022
Reduced 6.27%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
7,562
shares
|
$352,767
0.28% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,562
shares
|
$352,767
0.02% of portfolio
|
Q2 2022
Reduced 6.03%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
7,551
shares
|
$352,254
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
7,545
shares
|
$351,974
0.21% of portfolio
|
Q4 2024
Reduced 12.14%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
7,536
shares
|
$351,554
0.14% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
7,516
shares
|
$350,621
0.32% of portfolio
|
Q4 2024
Reduced 49.09%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
7,509
shares
|
$350,294
0.08% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
7,503
shares
|
$350,014
0.07% of portfolio
|
Q1 2025
Added 47.03%
|
|
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
7,500
shares
|
$349,875
0.15% of portfolio
|
Q4 2024
Reduced 95.0%
|