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 |
|---|---|---|---|---|---|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
143,175
shares
|
$6.98 Million
2.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
142,386
shares
|
$6.94 Million
2.49% of portfolio
|
Q1 2025
Added 235.36%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
142,350
shares
|
$6.94 Million
0.58% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
141,981
shares
|
$6.92 Million
0.23% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Astor Investment Management LLC
|
May 12, 2025 Q1 2025 |
140,862
shares
|
$6.87 Million
5.46% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Goldentree Asset Management LP
New York, NY |
May 14, 2025 Q1 2025 |
139,000
shares
|
$6.78 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
138,611
shares
|
$6.76 Million
1.29% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
137,513
shares
|
$6.71 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
137,412
shares
|
$6.7 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
137,394
shares
|
$6.7 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
137,146
shares
|
$6.69 Million
0.47% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
136,781
shares
|
$6.67 Million
1.07% of portfolio
|
Q1 2025
Added 35.14%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
136,283
shares
|
$6.65 Million
0.19% of portfolio
|
Q1 2025
Added 31.91%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
133,444
shares
|
$6.51 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
131,130
shares
|
$6.39 Million
0.23% of portfolio
|
Q4 2024
Reduced 51.66%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
130,547
shares
|
$6.37 Million
0.67% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
130,205
shares
|
$6.35 Million
3.44% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
129,907
shares
|
$6.33 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
129,826
shares
|
$6.33 Million
0.3% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
129,616
shares
|
$6.32 Million
0.12% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
129,557
shares
|
$6.32 Million
0.13% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
129,549
shares
|
$6.32 Million
0.6% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
128,207
shares
|
$6.25 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
126,720
shares
|
$6.18 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
125,913
shares
|
$6.14 Million
5.78% of portfolio
|
Q1 2025
Added 6.46%
|