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 2,057 institutions that hold shares in the stock, with a total of 762 Million shares, which have been reported (via 13F filing form) to have a value of $35.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
356,000
shares
|
$16.6 Million
0.04% of portfolio
|
Q4 2024
Added 23.09%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
354,428
shares
|
$16.5 Million
0.15% of portfolio
|
Q4 2024
Added 288.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
352,656
shares
|
$16.5 Million
0.04% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Feb 19, 2025 Q4 2024 |
347,350
shares
|
$16.2 Million
15.18% of portfolio
|
Q4 2024
New holding
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
339,913
shares
|
$15.9 Million
2.4% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
338,323
shares
|
$15.8 Million
2.92% of portfolio
|
Q1 2023
Reduced 0.3%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
332,319
shares
|
$15.5 Million
6.67% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
331,818
shares
|
$15.5 Million
1.39% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
328,958
shares
|
$15.3 Million
0.21% of portfolio
|
Q4 2024
Added 58.39%
|
|
|
Northstar Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
315,331
shares
|
$14.7 Million
10.23% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
313,548
shares
|
$14.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
310,026
shares
|
$14.5 Million
0.32% of portfolio
|
Q4 2024
Added 156.95%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
308,838
shares
|
$14.4 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
307,711
shares
|
$14.4 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
306,869
shares
|
$14.3 Million
4.58% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
300,659
shares
|
$14 Million
0.01% of portfolio
|
Q4 2024
Added 97.94%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
298,195
shares
|
$13.9 Million
4.36% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
297,808
shares
|
$13.9 Million
5.56% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
293,622
shares
|
$13.7 Million
2.29% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
291,984
shares
|
$13.6 Million
0.12% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
289,085
shares
|
$13.5 Million
0.38% of portfolio
|
Q4 2024
Added 22.71%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
288,113
shares
|
$13.4 Million
0.16% of portfolio
|
Q4 2024
Added 1183.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
283,062
shares
|
$13.2 Million
0.12% of portfolio
|
Q4 2024
Added 13.87%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
281,316
shares
|
$13.1 Million
0.85% of portfolio
|
Q4 2024
Added 34.1%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
281,245
shares
|
$13.1 Million
0.54% of portfolio
|
Q4 2024
Reduced 18.49%
|