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 2,112 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 $41.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
204,252
shares
|
$10.7 Million
1.2% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
203,612
shares
|
$10.7 Million
0.89% of portfolio
|
Q1 2025
Reduced 20.5%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
203,187
shares
|
$10.7 Million
0.15% of portfolio
|
Q1 2025
Added 26.91%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
202,439
shares
|
$10.6 Million
0.79% of portfolio
|
Q1 2025
Added 61.89%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
201,783
shares
|
$10.6 Million
0.72% of portfolio
|
Q1 2025
Added 14.36%
|
|
|
Yarbrough Capital, LLC
|
Apr 14, 2025 Q1 2025 |
200,000
shares
|
$10.5 Million
0.43% of portfolio
|
Q2 2023
Reduced 12.5%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
200,000
shares
|
$10.5 Million
1.97% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
199,305
shares
|
$10.5 Million
0.38% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
198,939
shares
|
$10.4 Million
5.47% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
197,878
shares
|
$10.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
197,643
shares
|
$10.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 22.99%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
194,508
shares
|
$10.2 Million
0.01% of portfolio
|
Q1 2025
Added 64.36%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
192,476
shares
|
$10.1 Million
1.3% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
192,363
shares
|
$10.1 Million
2.36% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
191,746
shares
|
$10.1 Million
0.84% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
190,698
shares
|
$10 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
186,668
shares
|
$9.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
186,067
shares
|
$9.76 Million
0.31% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Client First Capital LLC
|
Apr 29, 2025 Q1 2025 |
185,852
shares
|
$9.75 Million
4.86% of portfolio
|
Q1 2025
Added 99.7%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
185,804
shares
|
$9.75 Million
0.22% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
185,430
shares
|
$9.73 Million
1.02% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
184,664
shares
|
$9.69 Million
0.11% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
183,774
shares
|
$9.64 Million
0.85% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
183,137
shares
|
$9.61 Million
7.8% of portfolio
|
Q4 2023
Reduced 2.72%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
182,400
shares
|
$9.57 Million
1.49% of portfolio
|
Q1 2025
Added 63.29%
|