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 2,098 institutions that hold shares in the stock, with a total of 840 Million shares, which have been reported (via 13F filing form) to have a value of $41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
198,939
shares
|
$9.7 Million
5.47% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
197,878
shares
|
$9.65 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
197,643
shares
|
$9.64 Million
0.09% of portfolio
|
Q1 2025
Reduced 22.99%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
197,205
shares
|
$9.62 Million
0.83% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
194,508
shares
|
$9.48 Million
0.01% of portfolio
|
Q1 2025
Added 64.36%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
193,619
shares
|
$9.44 Million
0.36% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
192,967
shares
|
$9.41 Million
0.61% of portfolio
|
Q4 2024
Added 115.8%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
192,476
shares
|
$9.39 Million
1.3% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
192,363
shares
|
$9.38 Million
2.36% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Ctc LLC
|
Feb 18, 2025 Q4 2024 |
191,493
shares
|
$9.34 Million
0.01% of portfolio
|
Q4 2024
Added 83.34%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
187,183
shares
|
$9.13 Million
1.27% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
186,668
shares
|
$9.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Client First Capital LLC
|
Apr 29, 2025 Q1 2025 |
185,852
shares
|
$9.06 Million
4.86% of portfolio
|
Q1 2025
Added 99.7%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
185,430
shares
|
$9.04 Million
1.02% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
183,774
shares
|
$8.96 Million
0.85% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
183,137
shares
|
$8.93 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
|
$8.89 Million
1.49% of portfolio
|
Q1 2025
Added 63.29%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
182,154
shares
|
$8.88 Million
3.03% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
181,706
shares
|
$8.86 Million
0.09% of portfolio
|
Q4 2024
Added 2119.72%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
180,772
shares
|
$8.81 Million
3.65% of portfolio
|
Q4 2022
Added 6.13%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
180,306
shares
|
$8.79 Million
2.85% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
179,346
shares
|
$8.74 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
178,850
shares
|
$8.72 Million
0.91% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
178,568
shares
|
$8.71 Million
4.49% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
177,275
shares
|
$8.64 Million
0.91% of portfolio
|
Q4 2024
Reduced 10.83%
|