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 2,108 institutions that hold shares in the stock, with a total of 793 Million shares, which have been reported (via 13F filing form) to have a value of $40.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
537,641
shares
|
$27.4 Million
6.99% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
525,542
shares
|
$26.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 83.72%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
517,950
shares
|
$26.4 Million
1.63% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
514,185
shares
|
$26.2 Million
0.02% of portfolio
|
Q1 2025
Added 4024.7%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
500,000
shares
|
$25.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
497,852
shares
|
$25.4 Million
11.25% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
497,165
shares
|
$25.3 Million
0.15% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
488,312
shares
|
$24.9 Million
1.61% of portfolio
|
Q1 2025
Added 58.11%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
485,348
shares
|
$24.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
485,087
shares
|
$24.7 Million
0.3% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 14, 2025 Q1 2025 |
484,247
shares
|
$24.7 Million
6.48% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
482,069
shares
|
$24.6 Million
6.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
481,012
shares
|
$24.5 Million
0.53% of portfolio
|
Q1 2025
Added 21.0%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
473,379
shares
|
$24.1 Million
6.73% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
464,628
shares
|
$23.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
460,427
shares
|
$23.5 Million
0.82% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
455,263
shares
|
$23.2 Million
0.15% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
454,686
shares
|
$23.2 Million
0.02% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
453,289
shares
|
$23.1 Million
0.02% of portfolio
|
Q1 2024
Reduced 80.24%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
451,336
shares
|
$23 Million
3.05% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
450,135
shares
|
$22.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 54.99%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
449,840
shares
|
$22.9 Million
1.6% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
433,737
shares
|
$22.1 Million
0.57% of portfolio
|
Q1 2025
Added 151.62%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
427,546
shares
|
$21.8 Million
1.32% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
424,980
shares
|
$21.7 Million
0.11% of portfolio
|
Q1 2025
Added 152.94%
|