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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2,626
shares
|
$122,502
0.01% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,598
shares
|
$121,196
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
2,590
shares
|
$120,823
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
2,579
shares
|
$120,310
0.02% of portfolio
|
Q4 2024
Added 23.04%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
2,538
shares
|
$118,397
0.01% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
2,506
shares
|
$116,904
0.03% of portfolio
|
Q4 2024
Added 401.2%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
2,500
shares
|
$116,625
0.02% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
2,469
shares
|
$115,178
0.02% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
2,469
shares
|
$115,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
2,439
shares
|
$113,779
0.05% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
2,407
shares
|
$112,286
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
2,387
shares
|
$111,353
0.04% of portfolio
|
Q1 2025
Added 25.63%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,375
shares
|
$110,793
0.08% of portfolio
|
Q4 2024
Reduced 94.67%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
2,338
shares
|
$109,067
0.0% of portfolio
|
Q3 2024
Added 56.6%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
2,317
shares
|
$108,088
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
2,288
shares
|
$106,735
0.03% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
2,271
shares
|
$105,942
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
2,129
shares
|
$99,317
0.05% of portfolio
|
Q1 2025
Reduced 21.99%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
2,088
shares
|
$97,405
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
2,086
shares
|
$97,311
0.02% of portfolio
|
Q2 2024
Added 4.82%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,051
shares
|
$95,679
0.04% of portfolio
|
Q4 2024
Added 12718.75%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
2,045
shares
|
$95,399
0.03% of portfolio
|
Q4 2024
Reduced 14.97%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,000
shares
|
$93,300
0.01% of portfolio
|
Q1 2023
Reduced 9.79%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
1,990
shares
|
$92,833
0.04% of portfolio
|
Q4 2024
Added 102.44%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,977
shares
|
$92,227
0.04% of portfolio
|
Q1 2025
Added 0.36%
|