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 |
|---|---|---|---|---|---|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
125,820
shares
|
$6.13 Million
2.81% of portfolio
|
Q1 2025
Added 24.28%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
125,619
shares
|
$6.13 Million
0.06% of portfolio
|
Q1 2025
Added 22.61%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
125,286
shares
|
$6.11 Million
0.94% of portfolio
|
Q3 2023
Reduced 19.89%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
125,046
shares
|
$6.1 Million
0.49% of portfolio
|
Q4 2024
Added 38.9%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
124,964
shares
|
$6.09 Million
0.2% of portfolio
|
Q1 2025
Added 225.36%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
124,636
shares
|
$6.08 Million
4.15% of portfolio
|
Q4 2022
Reduced 6.33%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
124,603
shares
|
$6.08 Million
0.37% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
124,367
shares
|
$6.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
124,167
shares
|
$6.05 Million
0.03% of portfolio
|
Q4 2024
Added 59.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
122,330
shares
|
$5.96 Million
0.08% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
121,807
shares
|
$5.94 Million
0.32% of portfolio
|
Q1 2025
Reduced 47.96%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
121,724
shares
|
$5.94 Million
4.22% of portfolio
|
Q4 2022
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
121,149
shares
|
$5.91 Million
0.27% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
120,980
shares
|
$5.9 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
120,562
shares
|
$5.88 Million
0.01% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
120,504
shares
|
$5.88 Million
4.49% of portfolio
|
Q4 2024
Added 14.88%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
120,388
shares
|
$5.87 Million
0.05% of portfolio
|
Q1 2025
Added 36.82%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
120,122
shares
|
$5.86 Million
0.37% of portfolio
|
Q4 2024
Added 340.6%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
119,650
shares
|
$5.83 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
118,956
shares
|
$5.8 Million
0.44% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
118,947
shares
|
$5.8 Million
0.23% of portfolio
|
Q1 2025
Added 42.49%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
118,402
shares
|
$5.77 Million
0.25% of portfolio
|
Q1 2025
Added 132.68%
|
|
|
Wela Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
117,461
shares
|
$5.73 Million
2.44% of portfolio
|
Q1 2025
Added 11812.88%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
116,058
shares
|
$5.66 Million
0.14% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
115,416
shares
|
$5.63 Million
1.78% of portfolio
|
Q1 2025
Added 914.38%
|