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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
280,852
shares
|
$13.1 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
|
$13.1 Million
1.54% of portfolio
|
Q3 2022
Added 1.73%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
279,057
shares
|
$13 Million
0.45% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
279,046
shares
|
$13 Million
0.49% of portfolio
|
Q4 2023
Reduced 23.93%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
278,976
shares
|
$13 Million
0.42% of portfolio
|
Q4 2024
Added 108.05%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
276,985
shares
|
$12.9 Million
0.02% of portfolio
|
Q4 2024
Added 433.43%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
274,267
shares
|
$12.8 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
272,965
shares
|
$12.7 Million
1.31% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Feb 14, 2025 Q4 2024 |
269,170
shares
|
$12.6 Million
0.26% of portfolio
|
Q4 2024
Added 608.34%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
266,925
shares
|
$12.5 Million
1.64% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
266,136
shares
|
$12.4 Million
3.89% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
263,801
shares
|
$12.3 Million
0.22% of portfolio
|
Q3 2022
Reduced 7.32%
|
|
|
United Capital Management Of Ks, Inc.
|
Feb 10, 2025 Q4 2024 |
263,562
shares
|
$12.3 Million
2.67% of portfolio
|
Q4 2024
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
262,658
shares
|
$12.3 Million
1.35% of portfolio
|
Q4 2024
Reduced 14.35%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
258,135
shares
|
$12 Million
2.23% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
256,645
shares
|
$12 Million
0.12% of portfolio
|
Q4 2024
Added 650.95%
|
|
|
Moore Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
256,600
shares
|
$12 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
256,122
shares
|
$11.9 Million
1.15% of portfolio
|
Q4 2024
Added 22.81%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
254,648
shares
|
$11.9 Million
0.19% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
254,591
shares
|
$11.9 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
251,988
shares
|
$11.8 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
251,765
shares
|
$11.7 Million
2.08% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
249,290
shares
|
$11.6 Million
0.19% of portfolio
|
Q1 2025
Reduced 22.63%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
248,410
shares
|
$11.6 Million
0.44% of portfolio
|
Q4 2021
Reduced 2.55%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
247,641
shares
|
$11.6 Million
0.15% of portfolio
|
Q4 2024
Added 2.16%
|