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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
280,852
shares
|
$14.3 Million
0.49% of portfolio
|
Q1 2025
Reduced 23.09%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
280,016
shares
|
$14.3 Million
1.54% of portfolio
|
Q3 2022
Added 1.73%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
279,046
shares
|
$14.2 Million
0.49% of portfolio
|
Q4 2023
Reduced 23.93%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
277,902
shares
|
$14.2 Million
0.11% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
274,267
shares
|
$14 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
270,662
shares
|
$13.8 Million
1.55% of portfolio
|
Q1 2025
Added 38.32%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
268,854
shares
|
$13.7 Million
1.34% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
268,854
shares
|
$13.7 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
267,559
shares
|
$13.6 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
263,801
shares
|
$13.4 Million
0.22% of portfolio
|
Q3 2022
Reduced 7.32%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
262,127
shares
|
$13.4 Million
3.66% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
259,691
shares
|
$13.2 Million
0.8% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
255,803
shares
|
$13 Million
0.52% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
251,765
shares
|
$12.8 Million
2.08% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
250,367
shares
|
$12.8 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
249,770
shares
|
$12.7 Million
1.33% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
249,290
shares
|
$12.7 Million
0.19% of portfolio
|
Q1 2025
Reduced 22.63%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
249,070
shares
|
$12.7 Million
0.97% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
249,058
shares
|
$12.7 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
248,410
shares
|
$12.7 Million
0.48% of portfolio
|
Q4 2021
Reduced 2.55%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
246,519
shares
|
$12.6 Million
2.09% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
243,015
shares
|
$12.4 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
239,343
shares
|
$12.2 Million
1.82% of portfolio
|
Q1 2025
Added 281.22%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
238,742
shares
|
$12.2 Million
0.77% of portfolio
|
Q1 2025
Reduced 60.78%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
236,953
shares
|
$12.1 Million
2.67% of portfolio
|
Q1 2025
Added 20.66%
|