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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
175,942
shares
|
$8.58 Million
0.2% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
174,973
shares
|
$8.53 Million
0.29% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Apr 28, 2025 Q1 2025 |
174,238
shares
|
$8.5 Million
9.96% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
174,204
shares
|
$8.49 Million
0.63% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
173,886
shares
|
$8.48 Million
0.27% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
172,803
shares
|
$8.43 Million
0.17% of portfolio
|
Q1 2025
Reduced 80.76%
|
|
|
J. Goldman & CO LP
New York, NY |
Feb 14, 2025 Q4 2024 |
172,378
shares
|
$8.41 Million
0.24% of portfolio
|
Q4 2024
Added 858.67%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
172,066
shares
|
$8.39 Million
1.21% of portfolio
|
Q4 2024
Added 33.34%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
171,961
shares
|
$8.38 Million
0.22% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
170,756
shares
|
$8.33 Million
0.93% of portfolio
|
Q1 2025
Added 759.58%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
169,600
shares
|
$8.27 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
169,489
shares
|
$8.26 Million
1.15% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
168,019
shares
|
$8.19 Million
0.03% of portfolio
|
Q4 2024
Added 119.41%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
167,844
shares
|
$8.18 Million
0.18% of portfolio
|
Q1 2024
Added 6.68%
|
|
|
111 Capital
Paris, I0 |
Mar 18, 2025 Q4 2024 |
167,422
shares
|
$8.16 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
164,737
shares
|
$8.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 86.14%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
164,370
shares
|
$8.01 Million
0.46% of portfolio
|
Q1 2025
Added 38.76%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
164,073
shares
|
$8 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
163,725
shares
|
$7.98 Million
5.08% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
163,654
shares
|
$7.98 Million
0.36% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
162,045
shares
|
$7.9 Million
0.21% of portfolio
|
Q2 2020
Reduced 7.27%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
161,558
shares
|
$7.88 Million
0.38% of portfolio
|
Q4 2024
Reduced 80.53%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
160,672
shares
|
$7.83 Million
0.53% of portfolio
|
Q4 2024
Reduced 39.21%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
158,901
shares
|
$7.75 Million
0.19% of portfolio
|
Q4 2023
Added 165.54%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
158,798
shares
|
$7.74 Million
1.74% of portfolio
|
Q1 2025
Added 11.48%
|