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 2,107 institutions that hold shares in the stock, with a total of 1.01 Billion shares, which have been reported (via 13F filing form) to have a value of $53.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,841
shares
|
$96,983
0.01% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,763
shares
|
$92,874
0.06% of portfolio
|
Q4 2023
Reduced 14.0%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
1,763
shares
|
$92,874
0.08% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
1,737
shares
|
$91,505
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,681
shares
|
$88,555
0.03% of portfolio
|
Q2 2023
Added 16.57%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,663
shares
|
$87,606
0.01% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,654
shares
|
$87,132
0.02% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
1,649
shares
|
$86,869
0.03% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,644
shares
|
$86,605
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
1,614
shares
|
$85,025
0.03% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,583
shares
|
$83,392
0.0% of portfolio
|
Q1 2025
Reduced 94.82%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
1,520
shares
|
$80,073
0.0% of portfolio
|
Q1 2025
Reduced 11.21%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,517
shares
|
$79,915
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
1,490
shares
|
$78,493
0.03% of portfolio
|
Q1 2025
Reduced 25.13%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
1,485
shares
|
$78,229
0.04% of portfolio
|
Q2 2024
Reduced 25.19%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,470
shares
|
$77,439
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
1,452
shares
|
$76,491
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,444
shares
|
$76,069
0.01% of portfolio
|
Q2 2024
Reduced 14.76%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,440
shares
|
$75,859
0.06% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
1,402
shares
|
$73,857
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
1,382
shares
|
$72,803
0.02% of portfolio
|
Q1 2025
Reduced 91.44%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,361
shares
|
$71,697
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
1,338
shares
|
$70,485
0.02% of portfolio
|
Q2 2024
Reduced 8.23%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,331
shares
|
$70,117
0.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,310
shares
|
$69,010
0.07% of portfolio
|
Q4 2021
New holding
|