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 |
|---|---|---|---|---|---|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
79,476
shares
|
$3.88 Million
1.23% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
79,041
shares
|
$3.85 Million
1.39% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
78,956
shares
|
$3.85 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
78,943
shares
|
$3.85 Million
0.0% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
78,796
shares
|
$3.84 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
78,645
shares
|
$3.83 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
|
$3.82 Million
3.98% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
78,337
shares
|
$3.82 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
|
$3.8 Million
2.05% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
77,840
shares
|
$3.8 Million
0.68% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
77,667
shares
|
$3.79 Million
1.71% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
77,563
shares
|
$3.78 Million
0.13% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Focus Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
77,019
shares
|
$3.76 Million
2.33% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
76,375
shares
|
$3.72 Million
0.14% of portfolio
|
Q1 2025
Added 132.33%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
75,888
shares
|
$3.7 Million
0.31% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Apr 21, 2025 Q1 2025 |
75,518
shares
|
$3.68 Million
7.63% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
75,298
shares
|
$3.67 Million
0.17% of portfolio
|
Q1 2025
Added 1072.32%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
75,272
shares
|
$3.67 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
|
$3.64 Million
0.0% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
74,463
shares
|
$3.63 Million
0.51% of portfolio
|
Q1 2025
Reduced 83.01%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
74,046
shares
|
$3.61 Million
0.01% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
73,785
shares
|
$3.6 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
73,681
shares
|
$3.59 Million
0.25% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
73,305
shares
|
$3.57 Million
0.74% of portfolio
|
Q1 2024
Reduced 19.15%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
73,036
shares
|
$3.56 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.05%
|