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 2,057 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 |
|---|---|---|---|---|---|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
6,774
shares
|
$316,007
0.04% of portfolio
|
Q1 2025
Added 20.36%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
6,765
shares
|
$315,587
0.01% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
6,752
shares
|
$314,980
0.06% of portfolio
|
Q1 2025
Added 183.34%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,741
shares
|
$314,467
0.11% of portfolio
|
Q2 2022
Added 4.09%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
6,726
shares
|
$313,767
0.08% of portfolio
|
Q1 2024
Added 1.82%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
6,724
shares
|
$313,674
0.04% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
6,709
shares
|
$312,974
0.17% of portfolio
|
Q2 2024
Added 7.71%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
6,702
shares
|
$312,648
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
6,699
shares
|
$312,508
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
6,689
shares
|
$312,041
0.02% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
6,679
shares
|
$311,575
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
6,650
shares
|
$310,222
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
6,635
shares
|
$309,522
0.1% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,624
shares
|
$309,009
0.02% of portfolio
|
Q4 2022
Reduced 14.73%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,615
shares
|
$308,589
0.06% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
6,595
shares
|
$307,656
0.13% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
6,589
shares
|
$307,376
0.17% of portfolio
|
Q4 2024
Added 32.95%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
6,576
shares
|
$306,770
0.22% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
6,551
shares
|
$305,604
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
6,519
shares
|
$304,111
0.13% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
6,487
shares
|
$302,618
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
6,481
shares
|
$302,338
0.05% of portfolio
|
Q4 2024
Added 13.17%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
6,475
shares
|
$302,058
0.09% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
6,461
shares
|
$301,405
0.13% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
6,445
shares
|
$300,659
0.03% of portfolio
|
Q2 2023
Reduced 2.98%
|