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 |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
984
shares
|
$50,144
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
975
shares
|
$49,686
0.0% of portfolio
|
Q1 2024
Added 4.84%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
937
shares
|
$47,749
0.05% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
931
shares
|
$47,443
0.01% of portfolio
|
Q3 2024
Reduced 81.55%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
912
shares
|
$46,475
0.04% of portfolio
|
Q1 2025
Added 1724.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
897
shares
|
$45,711
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
890
shares
|
$45,354
0.02% of portfolio
|
Q2 2024
Added 368.42%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
875
shares
|
$44,590
0.01% of portfolio
|
Q4 2024
Added 34.62%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
855
shares
|
$43,570
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
850
shares
|
$43,316
0.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
840
shares
|
$42,806
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
838
shares
|
$42,704
0.03% of portfolio
|
Q4 2024
Reduced 88.02%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
800
shares
|
$40,768
0.03% of portfolio
|
Q4 2021
Reduced 8.05%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
799
shares
|
$40,717
0.01% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
789
shares
|
$40,207
0.03% of portfolio
|
Q3 2024
Reduced 20.22%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
763
shares
|
$38,882
0.0% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
750
shares
|
$38,220
0.0% of portfolio
|
Q1 2025
Reduced 49.36%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
748
shares
|
$38,118
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
725
shares
|
$36,946
0.02% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
720
shares
|
$36,691
0.01% of portfolio
|
Q3 2024
Reduced 57.82%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
720
shares
|
$36,691
0.0% of portfolio
|
Q1 2025
Reduced 99.94%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
700
shares
|
$35,672
0.02% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
700
shares
|
$35,672
0.03% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
687
shares
|
$35,009
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
687
shares
|
$35,009
0.04% of portfolio
|
Q1 2025
Added 30.11%
|