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 2,095 institutions that hold shares in the stock, with a total of 829 Million shares, which have been reported (via 13F filing form) to have a value of $40.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
89,758
shares
|
$4.38 Million
1.2% of portfolio
|
Q3 2023
Reduced 9.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
89,579
shares
|
$4.37 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
89,519
shares
|
$4.36 Million
0.23% of portfolio
|
Q1 2025
Reduced 21.14%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
88,915
shares
|
$4.34 Million
0.28% of portfolio
|
Q1 2025
Reduced 23.71%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
88,659
shares
|
$4.32 Million
3.4% of portfolio
|
Q4 2024
New holding
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
88,473
shares
|
$4.31 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
87,801
shares
|
$4.28 Million
0.3% of portfolio
|
Q4 2022
Reduced 2.79%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
86,819
shares
|
$4.23 Million
0.1% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
86,798
shares
|
$4.23 Million
0.01% of portfolio
|
Q1 2025
Added 38.42%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
86,296
shares
|
$4.21 Million
0.43% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
85,574
shares
|
$4.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 52.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
85,203
shares
|
$4.15 Million
0.24% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
85,000
shares
|
$4.14 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
84,089
shares
|
$4.1 Million
2.05% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Patton Albertson Miller Group, LLC
|
May 02, 2025 Q1 2025 |
83,749
shares
|
$4.08 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
83,195
shares
|
$4.06 Million
0.05% of portfolio
|
Q1 2025
Added 24.34%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
82,871
shares
|
$4.04 Million
2.29% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
82,253
shares
|
$4.01 Million
1.47% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Apr 17, 2025 Q1 2025 |
82,156
shares
|
$4.01 Million
2.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
82,119
shares
|
$4 Million
0.03% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
81,780
shares
|
$3.99 Million
0.87% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
81,431
shares
|
$3.97 Million
0.23% of portfolio
|
Q1 2025
Reduced 55.89%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
81,398
shares
|
$3.97 Million
0.51% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
81,285
shares
|
$3.96 Million
1.96% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
79,506
shares
|
$3.88 Million
0.76% of portfolio
|
Q1 2025
Added 231.05%
|