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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
422
shares
|
$20,475
0.01% of portfolio
|
Q2 2023
Reduced 69.13%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
400
shares
|
$19,408
0.0% of portfolio
|
Q2 2024
Reduced 23.81%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
396
shares
|
$19,213
0.01% of portfolio
|
Q2 2021
Added 39.44%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
395
shares
|
$19,165
0.01% of portfolio
|
Q3 2024
Reduced 20.2%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
390
shares
|
$18,922
0.01% of portfolio
|
Q4 2023
Reduced 15.77%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
375
shares
|
$18,195
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
365
shares
|
$17,709
0.0% of portfolio
|
Q4 2024
Reduced 9.88%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
360
shares
|
$17,467
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
350
shares
|
$16,982
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
343
shares
|
$16,642
0.0% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
335
shares
|
$16,254
0.0% of portfolio
|
Q2 2022
Added 19.64%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
314
shares
|
$15,235
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
309
shares
|
$14,992
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
307
shares
|
$14,895
0.0% of portfolio
|
Q3 2024
Reduced 69.24%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
300
shares
|
$14,556
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
300
shares
|
$14,556
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
300
shares
|
$14,556
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
292
shares
|
$14,167
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
288
shares
|
$13,973
0.01% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
283
shares
|
$13,731
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
275
shares
|
$13,343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
268
shares
|
$13,003
0.0% of portfolio
|
Q4 2024
Added 22.94%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
251
shares
|
$12,178
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
250
shares
|
$12,130
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
250
shares
|
$12,130
0.01% of portfolio
|
Q4 2024
New holding
|