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 |
|---|---|---|---|---|---|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
537,641
shares
|
$25.1 Million
6.54% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
534,579
shares
|
$24.9 Million
7.57% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
531,170
shares
|
$24.8 Million
1.04% of portfolio
|
Q4 2024
Added 252.13%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
517,950
shares
|
$24.2 Million
1.63% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
515,443
shares
|
$24 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.1%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Feb 13, 2025 Q4 2024 |
513,211
shares
|
$23.9 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
501,563
shares
|
$23.4 Million
0.05% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
499,760
shares
|
$23.3 Million
0.07% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
497,852
shares
|
$23.2 Million
11.25% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
492,923
shares
|
$23 Million
0.09% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
488,983
shares
|
$22.8 Million
0.27% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
481,067
shares
|
$22.4 Million
4.31% of portfolio
|
Q4 2024
Reduced 47.81%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
478,963
shares
|
$22.3 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
472,667
shares
|
$22 Million
6.76% of portfolio
|
Q4 2024
Added 73.81%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
472,667
shares
|
$22 Million
6.72% of portfolio
|
Q4 2024
Added 7190.87%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
470,000
shares
|
$21.9 Million
6.35% of portfolio
|
Q2 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
466,859
shares
|
$21.8 Million
2.49% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
465,048
shares
|
$21.7 Million
0.28% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
455,263
shares
|
$21.2 Million
0.15% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
453,289
shares
|
$21.1 Million
0.02% of portfolio
|
Q1 2024
Reduced 80.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
452,748
shares
|
$21.1 Million
0.14% of portfolio
|
Q4 2024
Added 16.03%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
452,426
shares
|
$21.1 Million
3.42% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
449,840
shares
|
$21 Million
1.6% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Innealta Capital, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
445,928
shares
|
$20.8 Million
12.02% of portfolio
|
Q4 2024
Added 59.77%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
441,830
shares
|
$20.6 Million
2.88% of portfolio
|
Q4 2024
Added 1.01%
|