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 |
|---|---|---|---|---|---|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
114,963
shares
|
$5.61 Million
0.18% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
114,839
shares
|
$5.6 Million
0.46% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
114,391
shares
|
$5.58 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
114,316
shares
|
$5.57 Million
0.18% of portfolio
|
Q1 2025
Added 96.35%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
114,100
shares
|
$5.56 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
113,649
shares
|
$5.54 Million
1.77% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
113,541
shares
|
$5.54 Million
0.57% of portfolio
|
Q4 2024
Added 15.89%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
113,241
shares
|
$5.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 28.74%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
112,759
shares
|
$5.5 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Kennicott Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
112,382
shares
|
$5.48 Million
3.68% of portfolio
|
Q1 2025
Added 31.3%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
112,139
shares
|
$5.47 Million
0.09% of portfolio
|
Q1 2025
Reduced 16.94%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
112,104
shares
|
$5.47 Million
1.3% of portfolio
|
Q3 2024
Added 1435.46%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
112,058
shares
|
$5.46 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
111,903
shares
|
$5.46 Million
0.9% of portfolio
|
Q1 2025
Added 54.37%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
111,039
shares
|
$5.41 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
110,927
shares
|
$5.41 Million
1.53% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
110,808
shares
|
$5.4 Million
0.22% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
110,388
shares
|
$5.38 Million
0.35% of portfolio
|
Q4 2024
Added 69.09%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
110,193
shares
|
$5.37 Million
0.05% of portfolio
|
Q1 2025
Added 75.13%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
109,660
shares
|
$5.35 Million
0.22% of portfolio
|
Q1 2025
Added 13.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
109,180
shares
|
$5.32 Million
0.12% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
109,119
shares
|
$5.32 Million
1.06% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
108,968
shares
|
$5.31 Million
3.56% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
108,900
shares
|
$5.31 Million
2.56% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
108,033
shares
|
$5.27 Million
3.55% of portfolio
|
Q1 2025
Reduced 0.72%
|