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 |
|---|---|---|---|---|---|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
72,961
shares
|
$3.56 Million
0.36% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
72,685
shares
|
$3.54 Million
0.25% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
72,608
shares
|
$3.54 Million
0.92% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
72,558
shares
|
$3.54 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
72,304
shares
|
$3.53 Million
0.3% of portfolio
|
Q1 2025
Added 1533.99%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
72,142
shares
|
$3.52 Million
1.95% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
72,003
shares
|
$3.51 Million
0.51% of portfolio
|
Q1 2025
Reduced 78.85%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
71,554
shares
|
$3.49 Million
1.3% of portfolio
|
Q3 2022
Reduced 1.06%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
71,522
shares
|
$3.49 Million
1.27% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
71,444
shares
|
$3.48 Million
3.93% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
70,870
shares
|
$3.46 Million
0.98% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
70,863
shares
|
$3.46 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
70,294
shares
|
$3.43 Million
0.1% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
70,170
shares
|
$3.42 Million
1.91% of portfolio
|
Q3 2024
Added 267.25%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
69,954
shares
|
$3.41 Million
0.89% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
69,759
shares
|
$3.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Apr 28, 2025 Q1 2025 |
69,697
shares
|
$3.4 Million
2.78% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
69,338
shares
|
$3.38 Million
0.12% of portfolio
|
Q1 2025
Reduced 16.53%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
69,004
shares
|
$3.36 Million
1.76% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
68,887
shares
|
$3.36 Million
2.36% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
First National Bank Of Hutchinson
|
May 06, 2025 Q1 2025 |
68,664
shares
|
$3.35 Million
2.28% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
68,582
shares
|
$3.34 Million
0.52% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
67,765
shares
|
$3.3 Million
0.33% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
67,681
shares
|
$3.3 Million
1.15% of portfolio
|
Q1 2025
Added 19.32%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
67,264
shares
|
$3.28 Million
0.93% of portfolio
|
Q4 2024
Added 13.14%
|