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 |
|---|---|---|---|---|---|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
58,234
shares
|
$2.84 Million
0.22% of portfolio
|
Q3 2022
Reduced 23.04%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
58,118
shares
|
$2.83 Million
0.25% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
58,094
shares
|
$2.83 Million
0.09% of portfolio
|
Q1 2025
Added 78.48%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
57,979
shares
|
$2.83 Million
1.05% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
57,943
shares
|
$2.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
57,896
shares
|
$2.82 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
57,544
shares
|
$2.81 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
57,500
shares
|
$2.8 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
57,421
shares
|
$2.8 Million
0.28% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
57,299
shares
|
$2.79 Million
0.27% of portfolio
|
Q1 2025
Added 215.73%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
57,112
shares
|
$2.78 Million
2.06% of portfolio
|
Q3 2022
Reduced 50.49%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
57,106
shares
|
$2.78 Million
0.45% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
56,951
shares
|
$2.78 Million
0.72% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
56,919
shares
|
$2.78 Million
0.78% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
56,564
shares
|
$2.76 Million
0.43% of portfolio
|
Q1 2025
Reduced 65.53%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
56,348
shares
|
$2.75 Million
1.55% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
56,293
shares
|
$2.74 Million
1.51% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Apr 11, 2025 Q1 2025 |
56,281
shares
|
$2.74 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
56,238
shares
|
$2.74 Million
0.77% of portfolio
|
Q1 2025
Added 36.51%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
56,168
shares
|
$2.74 Million
0.05% of portfolio
|
Q1 2025
Reduced 17.03%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
55,862
shares
|
$2.72 Million
0.89% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
55,816
shares
|
$2.72 Million
0.93% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
55,725
shares
|
$2.72 Million
1.37% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
55,688
shares
|
$2.72 Million
12.03% of portfolio
|
Q3 2024
Reduced 49.69%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
55,681
shares
|
$2.72 Million
0.14% of portfolio
|
Q1 2025
New holding
|