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 2,115 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $53.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
78,796
shares
|
$4.14 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
78,680
shares
|
$4.13 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
78,645
shares
|
$4.13 Million
0.4% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
78,429
shares
|
$4.12 Million
3.98% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
78,379
shares
|
$4.11 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
78,337
shares
|
$4.11 Million
0.05% of portfolio
|
Q1 2025
Added 69.02%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
77,955
shares
|
$4.09 Million
2.05% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
77,840
shares
|
$4.09 Million
0.68% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
77,667
shares
|
$4.08 Million
1.71% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
77,604
shares
|
$4.07 Million
2.32% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
77,563
shares
|
$4.07 Million
0.13% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
76,546
shares
|
$4.02 Million
0.2% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
75,888
shares
|
$3.98 Million
0.31% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
75,630
shares
|
$3.97 Million
1.06% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
75,453
shares
|
$3.96 Million
2.61% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
75,272
shares
|
$3.95 Million
2.54% of portfolio
|
Q2 2022
Added 150444.0%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
74,736
shares
|
$3.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
74,046
shares
|
$3.89 Million
0.01% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
73,785
shares
|
$3.87 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
73,681
shares
|
$3.87 Million
0.25% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
73,305
shares
|
$3.85 Million
0.74% of portfolio
|
Q1 2024
Reduced 19.15%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
72,961
shares
|
$3.83 Million
0.36% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
72,685
shares
|
$3.81 Million
0.25% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
72,608
shares
|
$3.81 Million
0.92% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
72,558
shares
|
$3.81 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.73%
|