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 |
|---|---|---|---|---|---|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Apr 21, 2025 Q1 2025 |
6,100
shares
|
$284,565
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,069
shares
|
$283,118
0.0% of portfolio
|
Q4 2024
Reduced 89.78%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
6,054
shares
|
$282,419
0.01% of portfolio
|
Q4 2024
Added 15.67%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
6,048
shares
|
$282,139
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
6,000
shares
|
$279,900
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
5,998
shares
|
$279,806
0.11% of portfolio
|
Q4 2024
Reduced 16.57%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
5,995
shares
|
$279,666
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
5,991
shares
|
$279,480
0.05% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
5,955
shares
|
$277,800
0.03% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
5,940
shares
|
$277,101
0.04% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,940
shares
|
$277,101
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
5,934
shares
|
$276,821
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
5,917
shares
|
$276,028
0.04% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
5,887
shares
|
$274,628
0.1% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
5,872
shares
|
$273,928
0.08% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
5,872
shares
|
$273,928
0.11% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
5,841
shares
|
$272,482
0.2% of portfolio
|
Q1 2025
Reduced 20.58%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
5,828
shares
|
$271,876
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
5,800
shares
|
$270,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,793
shares
|
$270,243
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
5,744
shares
|
$267,957
0.14% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
5,727
shares
|
$267,164
0.06% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
5,702
shares
|
$265,998
0.04% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
5,672
shares
|
$264,598
0.03% of portfolio
|
Q2 2024
Added 9.6%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
5,671
shares
|
$264,552
0.05% of portfolio
|
Q1 2025
Added 1.29%
|