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 2,045 institutions that hold shares in the stock, with a total of 761 Million shares, which have been reported (via 13F filing form) to have a value of $36.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
620
shares
|
$30,082
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
615
shares
|
$29,839
0.02% of portfolio
|
Q3 2024
Added 4000.0%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
611
shares
|
$29,645
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
610
shares
|
$29,597
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
609
shares
|
$29,548
0.01% of portfolio
|
Q3 2024
Added 49.63%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
603
shares
|
$29,257
0.0% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
600
shares
|
$29,112
0.01% of portfolio
|
Q2 2019
Closed
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
588
shares
|
$28,529
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
582
shares
|
$28,238
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
574
shares
|
$27,850
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
566
shares
|
$27,462
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
557
shares
|
$27,025
0.0% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
549
shares
|
$26,637
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
528
shares
|
$25,618
0.05% of portfolio
|
Q4 2024
Reduced 23.14%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
526
shares
|
$25,521
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
499
shares
|
$24,211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
492
shares
|
$23,871
0.01% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
489
shares
|
$23,726
0.0% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
465
shares
|
$22,561
0.01% of portfolio
|
Q1 2022
Reduced 62.41%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
438
shares
|
$21,251
0.0% of portfolio
|
Q3 2024
Reduced 61.51%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
437
shares
|
$21,203
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
436
shares
|
$21,154
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
432
shares
|
$20,960
0.0% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
427
shares
|
$20,718
0.0% of portfolio
|
Q3 2024
Reduced 18.36%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
424
shares
|
$20,572
0.0% of portfolio
|
Q2 2024
Reduced 3.42%
|