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 |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
62,082
shares
|
$3.03 Million
0.32% of portfolio
|
Q2 2023
Reduced 4.86%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
61,684
shares
|
$3.01 Million
0.81% of portfolio
|
Q2 2022
Added 23.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
61,614
shares
|
$3 Million
0.08% of portfolio
|
Q1 2025
Added 20.62%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
60,594
shares
|
$2.95 Million
1.25% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
60,530
shares
|
$2.95 Million
0.36% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
60,502
shares
|
$2.95 Million
0.4% of portfolio
|
Q1 2025
Reduced 7.42%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
60,468
shares
|
$2.95 Million
0.9% of portfolio
|
Q1 2025
Added 114.42%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
60,388
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
60,384
shares
|
$2.94 Million
0.8% of portfolio
|
Q1 2025
Added 29.01%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
60,345
shares
|
$2.94 Million
2.89% of portfolio
|
Q1 2025
Reduced 18.4%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
60,329
shares
|
$2.94 Million
2.4% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
60,098
shares
|
$2.93 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
60,002
shares
|
$2.93 Million
1.13% of portfolio
|
Q1 2025
Added 390.33%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
59,724
shares
|
$2.91 Million
0.89% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
59,627
shares
|
$2.91 Million
0.19% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
59,586
shares
|
$2.91 Million
0.17% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
59,256
shares
|
$2.89 Million
0.02% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
59,113
shares
|
$2.88 Million
1.05% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
58,871
shares
|
$2.87 Million
0.44% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
58,695
shares
|
$2.86 Million
1.67% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
58,592
shares
|
$2.86 Million
0.01% of portfolio
|
Q1 2025
Added 22.48%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
58,523
shares
|
$2.85 Million
1.14% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Orca Investment Management, LLC
|
May 07, 2025 Q1 2025 |
58,432
shares
|
$2.85 Million
2.96% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
58,393
shares
|
$2.85 Million
1.31% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
58,234
shares
|
$2.84 Million
0.22% of portfolio
|
Q3 2022
Reduced 23.04%
|