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 |
|---|---|---|---|---|---|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Feb 03, 2025 Q4 2024 |
5,665
shares
|
$264,272
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
5,653
shares
|
$263,712
0.12% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
5,649
shares
|
$263,525
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,641
shares
|
$263,152
0.07% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
5,618
shares
|
$262,079
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
5,600
shares
|
$261,240
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
5,593
shares
|
$260,913
0.03% of portfolio
|
Q4 2024
Added 14.1%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
5,570
shares
|
$259,840
0.23% of portfolio
|
Q1 2025
Reduced 15.22%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,557
shares
|
$259,234
0.1% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
5,554
shares
|
$259,094
0.06% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
5,535
shares
|
$258,207
0.12% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Feb 11, 2025 Q4 2024 |
5,526
shares
|
$257,787
0.21% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
5,509
shares
|
$256,994
0.01% of portfolio
|
Q4 2024
Reduced 15.21%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
5,497
shares
|
$256,435
0.07% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
5,485
shares
|
$255,875
0.12% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
5,407
shares
|
$252,236
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
5,400
shares
|
$251,910
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
5,396
shares
|
$251,723
0.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,394
shares
|
$251,630
0.03% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
5,358
shares
|
$249,950
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,346
shares
|
$249,390
0.08% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
5,342
shares
|
$249,204
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,305
shares
|
$247,478
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
5,288
shares
|
$246,685
0.07% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,273
shares
|
$245,985
0.01% of portfolio
|
Q1 2024
Reduced 27.0%
|