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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
3,673
shares
|
$171,345
0.08% of portfolio
|
Q4 2024
Reduced 19.68%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
3,557
shares
|
$165,934
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,501
shares
|
$163,321
0.01% of portfolio
|
Q2 2023
Reduced 45.22%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,501
shares
|
$163,321
0.01% of portfolio
|
Q2 2023
Reduced 45.22%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
3,500
shares
|
$163,275
0.08% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,464
shares
|
$161,595
0.03% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
3,412
shares
|
$159,169
0.06% of portfolio
|
Q4 2024
Reduced 88.46%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,271
shares
|
$152,592
0.01% of portfolio
|
Q3 2023
Added 1340.97%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,136
shares
|
$146,294
0.03% of portfolio
|
Q1 2024
Reduced 42.1%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
3,130
shares
|
$146,014
0.02% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
3,127
shares
|
$145,874
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
3,118
shares
|
$145,454
0.04% of portfolio
|
Q4 2024
Reduced 48.37%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
3,024
shares
|
$141,069
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,015
shares
|
$140,649
0.0% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
3,000
shares
|
$139,950
0.04% of portfolio
|
Q2 2023
Reduced 94.44%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
2,969
shares
|
$138,503
0.07% of portfolio
|
Q1 2025
Added 31.02%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,943
shares
|
$137,290
0.01% of portfolio
|
Q3 2020
Reduced 20.42%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
2,897
shares
|
$135,145
0.03% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,889
shares
|
$134,771
0.09% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
2,735
shares
|
$127,587
0.01% of portfolio
|
Q1 2025
Added 61.45%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
2,700
shares
|
$125,955
0.06% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,668
shares
|
$124,462
0.04% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
2,640
shares
|
$123,156
0.01% of portfolio
|
Q4 2024
Reduced 28.92%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
2,632
shares
|
$122,782
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
2,629
shares
|
$122,642
0.0% of portfolio
|
Q4 2024
Added 274.5%
|