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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
438,948
shares
|
$20.5 Million
1.35% of portfolio
|
Q1 2025
Reduced 56.82%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
427,546
shares
|
$19.9 Million
1.32% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
427,366
shares
|
$19.9 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
423,270
shares
|
$19.7 Million
0.7% of portfolio
|
Q4 2024
Added 97.42%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
421,468
shares
|
$19.7 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
420,861
shares
|
$19.6 Million
0.12% of portfolio
|
Q4 2024
Added 29.85%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
420,541
shares
|
$19.6 Million
1.4% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
419,217
shares
|
$19.6 Million
1.68% of portfolio
|
Q3 2023
Added 0.31%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
416,560
shares
|
$19.4 Million
0.12% of portfolio
|
Q4 2024
Reduced 30.35%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
414,546
shares
|
$19.3 Million
0.09% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
413,491
shares
|
$19.3 Million
8.53% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
408,747
shares
|
$19.1 Million
0.02% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
408,395
shares
|
$19.1 Million
0.31% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
404,416
shares
|
$18.9 Million
2.06% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
397,522
shares
|
$18.5 Million
0.38% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
387,764
shares
|
$18.1 Million
1.8% of portfolio
|
Q4 2024
Reduced 43.21%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
386,800
shares
|
$18 Million
20.59% of portfolio
|
Q4 2018
Added 41048.94%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
384,509
shares
|
$17.9 Million
1.31% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
381,379
shares
|
$17.8 Million
0.37% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
379,283
shares
|
$17.7 Million
0.5% of portfolio
|
Q1 2025
Added 10.82%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
377,657
shares
|
$17.6 Million
1.71% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
375,411
shares
|
$17.5 Million
4.81% of portfolio
|
Q4 2024
Reduced 42.92%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
372,475
shares
|
$17.4 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
369,174
shares
|
$17.2 Million
0.07% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
356,688
shares
|
$16.6 Million
3.98% of portfolio
|
Q4 2024
Added 5784.97%
|