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 |
|---|---|---|---|---|---|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
157,375
shares
|
$7.67 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
156,811
shares
|
$7.65 Million
3.28% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
156,707
shares
|
$7.64 Million
0.94% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
155,010
shares
|
$7.56 Million
1.92% of portfolio
|
Q1 2025
Added 237.71%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
154,983
shares
|
$7.56 Million
2.84% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
154,947
shares
|
$7.56 Million
2.93% of portfolio
|
Q1 2025
Added 834.82%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
154,234
shares
|
$7.52 Million
0.09% of portfolio
|
Q4 2024
Added 106.48%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
154,014
shares
|
$7.51 Million
4.42% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
153,891
shares
|
$7.5 Million
2.55% of portfolio
|
Q1 2025
Added 78.39%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
152,446
shares
|
$7.43 Million
5.32% of portfolio
|
Q1 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
152,367
shares
|
$7.43 Million
0.33% of portfolio
|
Q1 2025
Reduced 45.38%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
151,744
shares
|
$7.4 Million
0.06% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
151,476
shares
|
$7.39 Million
2.7% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
151,425
shares
|
$7.38 Million
0.22% of portfolio
|
Q1 2025
Reduced 38.38%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
151,176
shares
|
$7.37 Million
0.21% of portfolio
|
Q1 2025
Reduced 28.11%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
150,965
shares
|
$7.36 Million
3.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chescapmanager LLC
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
150,000
shares
|
$7.31 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
149,435
shares
|
$7.29 Million
0.66% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Act Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
148,772
shares
|
$7.25 Million
3.33% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
148,703
shares
|
$7.25 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
148,623
shares
|
$7.25 Million
4.14% of portfolio
|
Q1 2025
Reduced 29.24%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
147,732
shares
|
$7.2 Million
0.13% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
147,714
shares
|
$7.2 Million
0.01% of portfolio
|
Q4 2024
Added 20.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
146,935
shares
|
$7.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 42.42%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
144,050
shares
|
$7.02 Million
0.14% of portfolio
|
Q4 2024
Added 1.07%
|