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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,416
shares
|
$299,306
0.02% of portfolio
|
Q2 2023
Added 1.83%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
6,415
shares
|
$299,259
0.03% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
6,413
shares
|
$299,166
0.12% of portfolio
|
Q1 2025
Reduced 16.34%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Apr 10, 2025 Q1 2025 |
6,412
shares
|
$299,119
0.08% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
6,401
shares
|
$298,606
0.05% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
6,379
shares
|
$297,580
0.02% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
6,372
shares
|
$297,253
0.08% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
6,370
shares
|
$297,160
0.48% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,370
shares
|
$297,160
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
6,366
shares
|
$296,973
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
6,349
shares
|
$296,180
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
6,346
shares
|
$296,040
0.04% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
6,310
shares
|
$294,361
0.12% of portfolio
|
Q4 2024
Added 19.08%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
6,305
shares
|
$294,128
0.01% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,300
shares
|
$293,895
0.07% of portfolio
|
Q1 2022
Added 20.0%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
6,281
shares
|
$293,008
0.1% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,233
shares
|
$290,769
0.16% of portfolio
|
Q2 2024
Reduced 64.55%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
6,231
shares
|
$290,676
0.05% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
6,226
shares
|
$290,442
0.04% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
6,215
shares
|
$289,929
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
6,163
shares
|
$287,503
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
6,148
shares
|
$286,804
0.03% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
6,132
shares
|
$286,057
0.15% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
6,120
shares
|
$285,498
0.03% of portfolio
|
Q4 2024
Added 12.87%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
6,120
shares
|
$285,498
0.08% of portfolio
|
Q4 2024
New holding
|