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 2,108 institutions that hold shares in the stock, with a total of 793 Million shares, which have been reported (via 13F filing form) to have a value of $40.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,590
shares
|
$233,906
0.0% of portfolio
|
Q4 2023
Reduced 40.76%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,590
shares
|
$233,906
0.01% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
4,580
shares
|
$233,396
0.14% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
4,574
shares
|
$233,091
0.01% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
4,560
shares
|
$232,377
0.07% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
4,556
shares
|
$232,173
0.16% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
4,551
shares
|
$231,918
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
4,520
shares
|
$230,339
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
4,505
shares
|
$229,574
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
4,409
shares
|
$224,682
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
4,405
shares
|
$224,478
0.05% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
4,400
shares
|
$224,224
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
4,396
shares
|
$224,020
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
4,396
shares
|
$224,020
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Apr 15, 2025 Q1 2025 |
4,391
shares
|
$223,765
0.04% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
4,388
shares
|
$223,612
0.02% of portfolio
|
Q2 2024
Added 7.0%
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
4,377
shares
|
$223,051
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
4,369
shares
|
$222,644
0.21% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
4,356
shares
|
$221,981
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
4,349
shares
|
$221,625
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
4,345
shares
|
$221,421
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,344
shares
|
$221,370
0.04% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
4,341
shares
|
$221,217
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
4,337
shares
|
$221,013
0.16% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
4,333
shares
|
$220,809
0.05% of portfolio
|
Q4 2024
New holding
|