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 |
|---|---|---|---|---|---|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
4,464
shares
|
$208,245
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
4,463
shares
|
$208,198
0.03% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,400
shares
|
$205,260
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
4,396
shares
|
$205,073
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
4,396
shares
|
$205,073
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Apr 15, 2025 Q1 2025 |
4,391
shares
|
$204,840
0.04% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
4,388
shares
|
$204,700
0.02% of portfolio
|
Q2 2024
Added 7.0%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
4,341
shares
|
$202,507
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
4,333
shares
|
$202,134
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
4,332
shares
|
$202,087
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
4,321
shares
|
$201,574
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
4,315
shares
|
$201,294
0.06% of portfolio
|
Q4 2024
Reduced 30.86%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
4,312
shares
|
$201,154
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
4,310
shares
|
$201,061
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
4,301
shares
|
$200,641
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
4,293
shares
|
$200,268
0.1% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
4,285
shares
|
$199,895
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
4,280
shares
|
$199,662
0.02% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
4,275
shares
|
$199,428
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
4,265
shares
|
$198,962
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
4,255
shares
|
$198,495
0.18% of portfolio
|
Q4 2024
Reduced 23.84%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,238
shares
|
$197,702
0.02% of portfolio
|
Q3 2022
Added 36.36%
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
4,235
shares
|
$197,562
0.01% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
4,235
shares
|
$197,562
0.22% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
4,233
shares
|
$197,469
0.1% of portfolio
|
Q4 2024
New holding
|