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 |
|---|---|---|---|---|---|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
4,156
shares
|
$211,789
0.02% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
4,151
shares
|
$211,534
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,150
shares
|
$211,484
0.25% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
4,150
shares
|
$211,484
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,148
shares
|
$211,382
0.0% of portfolio
|
Q1 2025
Reduced 76.59%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
4,125
shares
|
$210,210
0.04% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
4,123
shares
|
$210,108
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
4,116
shares
|
$209,751
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
4,108
shares
|
$209,343
0.01% of portfolio
|
Q1 2025
Added 46.09%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
4,096
shares
|
$208,732
0.25% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
4,090
shares
|
$208,426
0.18% of portfolio
|
Q1 2025
Added 16.03%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
4,074
shares
|
$207,611
0.04% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
4,071
shares
|
$207,458
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
4,070
shares
|
$207,407
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
4,065
shares
|
$207,152
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
4,063
shares
|
$207,050
0.02% of portfolio
|
Q4 2024
Reduced 80.02%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
4,060
shares
|
$206,897
0.19% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4,059
shares
|
$206,846
0.07% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
4,059
shares
|
$206,846
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
4,056
shares
|
$206,693
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
4,051
shares
|
$206,438
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
4,035
shares
|
$205,623
0.06% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
4,021
shares
|
$204,910
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Apr 23, 2025 Q1 2025 |
4,017
shares
|
$204,706
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
4,001
shares
|
$203,890
0.03% of portfolio
|
Q4 2024
Added 199950.0%
|