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 |
|---|---|---|---|---|---|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
5,270
shares
|
$245,845
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
5,260
shares
|
$245,379
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
5,252
shares
|
$245,005
0.03% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
5,250
shares
|
$244,912
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
5,244
shares
|
$244,632
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
5,239
shares
|
$244,399
0.14% of portfolio
|
Q1 2023
Reduced 1.39%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,232
shares
|
$244,072
0.04% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
5,227
shares
|
$243,839
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
5,208
shares
|
$242,953
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,199
shares
|
$242,533
0.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
5,177
shares
|
$241,507
0.12% of portfolio
|
Q1 2024
Reduced 2.23%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
5,144
shares
|
$239,967
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
5,135
shares
|
$239,547
0.03% of portfolio
|
Q4 2024
Added 10.84%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
5,133
shares
|
$239,454
0.01% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2025 Q4 2024 |
5,129
shares
|
$239,267
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
5,063
shares
|
$236,188
0.04% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
5,050
shares
|
$235,582
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
5,045
shares
|
$235,349
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
5,025
shares
|
$234,416
0.15% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
5,023
shares
|
$234,322
0.14% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
5,018
shares
|
$234,089
0.06% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
5,015
shares
|
$233,949
0.1% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
4,995
shares
|
$233,016
0.04% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
4,986
shares
|
$232,596
0.08% of portfolio
|
Q2 2024
Added 43.03%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
4,976
shares
|
$232,130
0.04% of portfolio
|
Q4 2024
New holding
|