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 |
|---|---|---|---|---|---|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
4,625
shares
|
$215,756
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
4,609
shares
|
$215,009
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
4,601
shares
|
$214,636
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
4,600
shares
|
$214,590
0.03% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
4,599
shares
|
$214,543
0.04% of portfolio
|
Q1 2025
Reduced 77.99%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Apr 09, 2025 Q1 2025 |
4,596
shares
|
$214,403
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
4,591
shares
|
$214,170
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
4,591
shares
|
$214,170
0.26% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,590
shares
|
$214,123
0.0% of portfolio
|
Q4 2023
Reduced 40.76%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,590
shares
|
$214,123
0.01% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
4,579
shares
|
$213,610
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
4,574
shares
|
$213,377
0.01% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
4,558
shares
|
$212,630
0.06% of portfolio
|
Q4 2024
Reduced 66.49%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
4,551
shares
|
$212,304
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
4,550
shares
|
$212,257
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,521
shares
|
$210,904
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
4,520
shares
|
$210,858
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
4,520
shares
|
$210,858
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
4,515
shares
|
$210,624
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
4,514
shares
|
$210,578
0.15% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
4,499
shares
|
$209,878
0.0% of portfolio
|
Q4 2024
Added 22.52%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
4,492
shares
|
$209,551
0.01% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
4,483
shares
|
$209,131
0.02% of portfolio
|
Q4 2024
Added 26.28%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
4,476
shares
|
$208,805
0.03% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,468
shares
|
$208,432
0.02% of portfolio
|
Q4 2024
Added 0.07%
|