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 1,869 institutions that hold shares in the stock, with a total of 703 Million shares, which have been reported (via 13F filing form) to have a value of $35.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
45,496
shares
|
$2.31 Million
1.99% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
45,337
shares
|
$2.31 Million
1.47% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
45,181
shares
|
$2.3 Million
0.38% of portfolio
|
Q3 2024
Reduced 48.57%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
45,145
shares
|
$2.3 Million
0.15% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
45,027
shares
|
$2.29 Million
0.02% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
44,551
shares
|
$2.27 Million
0.08% of portfolio
|
Q3 2024
Reduced 21.69%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
44,482
shares
|
$2.26 Million
1.34% of portfolio
|
Q1 2023
Reduced 8.35%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
44,200
shares
|
$2.25 Million
2.34% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
43,828
shares
|
$2.23 Million
0.2% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
43,802
shares
|
$2.23 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
43,749
shares
|
$2.22 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
43,591
shares
|
$2.22 Million
0.37% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
43,433
shares
|
$2.21 Million
0.72% of portfolio
|
Q3 2024
Added 24.92%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
43,332
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2024
Added 21.35%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
43,034
shares
|
$2.19 Million
0.6% of portfolio
|
Q3 2024
Added 55.44%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
42,817
shares
|
$2.18 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
42,787
shares
|
$2.18 Million
0.11% of portfolio
|
Q3 2024
Added 662.96%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
42,689
shares
|
$2.17 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
42,620
shares
|
$2.17 Million
0.55% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
42,610
shares
|
$2.17 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
42,535
shares
|
$2.16 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
42,445
shares
|
$2.16 Million
0.6% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
41,850
shares
|
$2.13 Million
1.65% of portfolio
|
Q3 2024
Added 86.67%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
41,800
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
41,786
shares
|
$2.12 Million
0.3% of portfolio
|
Q4 2022
Reduced 23.15%
|