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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
4,976
shares
|
$232,130
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
4,974
shares
|
$232,037
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,973
shares
|
$231,990
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
4,956
shares
|
$231,197
0.09% of portfolio
|
Q4 2024
Reduced 86.31%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,955
shares
|
$231,150
0.0% of portfolio
|
Q3 2022
Reduced 12.66%
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
4,955
shares
|
$231,150
0.13% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
4,952
shares
|
$231,010
0.14% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
4,924
shares
|
$229,704
0.14% of portfolio
|
Q2 2024
Reduced 13.67%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
4,924
shares
|
$229,704
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
4,880
shares
|
$227,652
0.14% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
4,873
shares
|
$227,325
0.19% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
4,868
shares
|
$227,092
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
4,807
shares
|
$224,246
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
4,799
shares
|
$223,873
0.06% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
4,785
shares
|
$223,220
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,758
shares
|
$221,960
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
4,750
shares
|
$221,587
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
4,720
shares
|
$220,188
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,715
shares
|
$219,954
0.05% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
4,702
shares
|
$219,348
0.04% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
4,699
shares
|
$219,208
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
4,687
shares
|
$218,648
0.09% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
4,665
shares
|
$217,622
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
4,659
shares
|
$217,342
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
4,626
shares
|
$215,802
0.01% of portfolio
|
Q3 2024
New holding
|