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 |
|---|---|---|---|---|---|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
4,000
shares
|
$203,840
0.13% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,976
shares
|
$202,616
0.07% of portfolio
|
Q1 2025
Added 49.03%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,976
shares
|
$202,616
0.07% of portfolio
|
Q1 2024
Added 670.54%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
3,962
shares
|
$201,903
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
3,872
shares
|
$197,317
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,821
shares
|
$194,718
0.08% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
3,673
shares
|
$187,176
0.09% of portfolio
|
Q4 2024
Reduced 19.68%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
3,555
shares
|
$181,162
0.09% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,501
shares
|
$178,410
0.01% of portfolio
|
Q2 2023
Reduced 45.22%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,501
shares
|
$178,410
0.01% of portfolio
|
Q2 2023
Reduced 45.22%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
3,485
shares
|
$177,595
0.17% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,464
shares
|
$176,525
0.03% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
3,444
shares
|
$175,506
0.02% of portfolio
|
Q1 2025
Added 120.91%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,300
shares
|
$168,168
0.02% of portfolio
|
Q1 2025
Reduced 27.01%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,271
shares
|
$166,690
0.01% of portfolio
|
Q3 2023
Added 1340.97%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
3,136
shares
|
$159,810
0.03% of portfolio
|
Q1 2024
Reduced 42.1%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
3,130
shares
|
$159,504
0.02% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
3,118
shares
|
$158,893
0.04% of portfolio
|
Q4 2024
Reduced 48.37%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
3,048
shares
|
$155,326
0.04% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
3,018
shares
|
$153,797
0.12% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
3,015
shares
|
$153,644
0.0% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
3,010
shares
|
$153,389
0.0% of portfolio
|
Q1 2025
Reduced 33.1%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
3,000
shares
|
$152,880
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
2,969
shares
|
$151,300
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
|
$149,975
0.01% of portfolio
|
Q3 2020
Reduced 20.42%
|