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 |
|---|---|---|---|---|---|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
66,985
shares
|
$3.27 Million
0.63% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
66,956
shares
|
$3.26 Million
1.38% of portfolio
|
Q2 2022
Added 0.59%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
66,626
shares
|
$3.25 Million
0.03% of portfolio
|
Q1 2025
Added 27.68%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
66,602
shares
|
$3.25 Million
0.02% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
66,538
shares
|
$3.24 Million
1.9% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
66,366
shares
|
$3.24 Million
0.61% of portfolio
|
Q2 2022
Reduced 0.17%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
66,163
shares
|
$3.23 Million
1.2% of portfolio
|
Q1 2025
Added 15.67%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
65,814
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
65,575
shares
|
$3.2 Million
1.06% of portfolio
|
Q1 2025
Added 535.54%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
65,435
shares
|
$3.19 Million
0.28% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
65,429
shares
|
$3.19 Million
0.92% of portfolio
|
Q3 2022
Added 4.6%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
65,326
shares
|
$3.19 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
65,154
shares
|
$3.18 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
64,708
shares
|
$3.16 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
64,682
shares
|
$3.15 Million
2.5% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
64,622
shares
|
$3.15 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
64,342
shares
|
$3.14 Million
0.03% of portfolio
|
Q1 2025
Added 25.68%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
63,878
shares
|
$3.11 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
63,749
shares
|
$3.11 Million
0.83% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
63,613
shares
|
$3.1 Million
0.25% of portfolio
|
Q1 2025
Added 67.69%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
63,437
shares
|
$3.09 Million
0.34% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
63,019
shares
|
$3.07 Million
0.91% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
62,811
shares
|
$3.06 Million
0.13% of portfolio
|
Q1 2025
Reduced 26.94%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
62,668
shares
|
$3.06 Million
0.0% of portfolio
|
Q1 2025
Added 36.58%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
62,213
shares
|
$3.03 Million
0.5% of portfolio
|
Q1 2025
Added 349.97%
|