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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
1,944
shares
|
$90,687
0.03% of portfolio
|
Q4 2023
Added 745.22%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,928
shares
|
$89,941
0.06% of portfolio
|
Q3 2024
Reduced 52.37%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
1,922
shares
|
$89,661
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,913
shares
|
$89,241
0.01% of portfolio
|
Q4 2024
Reduced 55.65%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
1,899
shares
|
$88,588
0.03% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,887
shares
|
$88,028
0.06% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,841
shares
|
$85,882
0.01% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,826
shares
|
$85,182
0.04% of portfolio
|
Q3 2024
Reduced 27.71%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,782
shares
|
$83,130
0.03% of portfolio
|
Q1 2025
Added 86.21%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,779
shares
|
$82,990
0.0% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,763
shares
|
$82,243
0.06% of portfolio
|
Q4 2023
Reduced 14.0%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
1,763
shares
|
$82,243
0.08% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
1,737
shares
|
$81,031
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
1,712
shares
|
$79,864
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,693
shares
|
$78,978
0.0% of portfolio
|
Q4 2024
Added 42.75%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,681
shares
|
$78,418
0.03% of portfolio
|
Q2 2023
Added 16.57%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,680
shares
|
$78,372
0.05% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,649
shares
|
$76,925
0.03% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,642
shares
|
$76,599
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,618
shares
|
$75,479
0.01% of portfolio
|
Q4 2024
Reduced 25.33%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
1,614
shares
|
$75,293
0.05% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
1,568
shares
|
$73,147
0.03% of portfolio
|
Q4 2024
Reduced 11.41%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,559
shares
|
$72,727
0.01% of portfolio
|
Q3 2024
Reduced 2.26%
|