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 |
|---|---|---|---|---|---|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
107,873
shares
|
$5.26 Million
0.41% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
107,704
shares
|
$5.25 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
107,074
shares
|
$5.22 Million
3.54% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
106,503
shares
|
$5.19 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Apr 10, 2025 Q1 2025 |
106,295
shares
|
$5.18 Million
4.74% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
106,050
shares
|
$5.17 Million
0.52% of portfolio
|
Q1 2025
Reduced 13.18%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
106,033
shares
|
$5.17 Million
0.02% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
105,723
shares
|
$5.16 Million
0.24% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
105,242
shares
|
$5.13 Million
1.28% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
104,309
shares
|
$5.09 Million
2.24% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
103,875
shares
|
$5.06 Million
3.45% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
103,784
shares
|
$5.06 Million
0.01% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
103,300
shares
|
$5.04 Million
5.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
102,837
shares
|
$5.01 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
101,531
shares
|
$4.95 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
101,399
shares
|
$4.94 Million
0.1% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
100,945
shares
|
$4.92 Million
3.47% of portfolio
|
Q1 2025
Reduced 17.54%
|
|
|
1248 Management, LLC
Kansas City, MO |
Feb 14, 2025 Q4 2024 |
100,872
shares
|
$4.92 Million
2.1% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100,158
shares
|
$4.88 Million
0.07% of portfolio
|
Q2 2024
Added 33.91%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
99,957
shares
|
$4.87 Million
0.06% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
99,697
shares
|
$4.86 Million
0.44% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
99,114
shares
|
$4.83 Million
0.01% of portfolio
|
Q2 2023
Reduced 18.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
98,772
shares
|
$4.82 Million
0.15% of portfolio
|
Q1 2025
Added 44.42%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
98,622
shares
|
$4.81 Million
0.78% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
98,271
shares
|
$4.79 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.91%
|