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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
209
shares
|
$10,650
0.0% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
206
shares
|
$10,497
0.0% of portfolio
|
Q1 2023
Reduced 52.75%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
201
shares
|
$10,242
0.01% of portfolio
|
Q1 2025
Added 38.62%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
200
shares
|
$10,192
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
200
shares
|
$10,192
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
192
shares
|
$9,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
180
shares
|
$9,172
0.0% of portfolio
|
Q1 2022
Reduced 35.71%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
170
shares
|
$8,663
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
166
shares
|
$8,459
0.0% of portfolio
|
Q1 2025
Added 95.29%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
157
shares
|
$8,000
0.0% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
154
shares
|
$7,847
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
151
shares
|
$7,694
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
148
shares
|
$7,542
0.01% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
146
shares
|
$7,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
141
shares
|
$7,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
136
shares
|
$6,930
0.0% of portfolio
|
Q1 2025
Added 126.67%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
127
shares
|
$6,471
0.0% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
127
shares
|
$6,471
0.0% of portfolio
|
Q2 2023
Reduced 98.54%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
125
shares
|
$6,370
0.0% of portfolio
|
Q1 2025
Reduced 35.23%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
121
shares
|
$6,166
0.0% of portfolio
|
Q1 2025
Reduced 45.25%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
120
shares
|
$6,115
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
119
shares
|
$6,064
0.0% of portfolio
|
Q1 2025
Added 27.96%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
114
shares
|
$5,809
0.0% of portfolio
|
Q1 2024
Reduced 70.99%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$5,096
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
100
shares
|
$5,096
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|