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 |
|---|---|---|---|---|---|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
55,637
shares
|
$2.71 Million
1.95% of portfolio
|
Q1 2025
Added 141.48%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
55,610
shares
|
$2.71 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
55,588
shares
|
$2.71 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
55,569
shares
|
$2.71 Million
1.4% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
55,519
shares
|
$2.71 Million
0.2% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
55,495
shares
|
$2.71 Million
0.86% of portfolio
|
Q1 2025
Added 36.34%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
55,334
shares
|
$2.7 Million
2.18% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
55,315
shares
|
$2.7 Million
0.43% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
55,276
shares
|
$2.7 Million
0.16% of portfolio
|
Q1 2025
Added 803.2%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
55,200
shares
|
$2.69 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
55,000
shares
|
$2.68 Million
0.31% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
54,813
shares
|
$2.67 Million
0.01% of portfolio
|
Q1 2025
Added 274.07%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
54,613
shares
|
$2.66 Million
1.15% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
54,376
shares
|
$2.65 Million
0.01% of portfolio
|
Q1 2025
Added 86.75%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
54,042
shares
|
$2.64 Million
0.44% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
53,621
shares
|
$2.61 Million
0.54% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
53,326
shares
|
$2.6 Million
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
53,296
shares
|
$2.6 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
53,225
shares
|
$2.6 Million
0.07% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
53,013
shares
|
$2.58 Million
0.18% of portfolio
|
Q1 2025
Added 27.12%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
53,011
shares
|
$2.58 Million
0.68% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
52,999
shares
|
$2.58 Million
0.95% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Moulton Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
52,913
shares
|
$2.58 Million
1.99% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
52,909
shares
|
$2.58 Million
0.08% of portfolio
|
Q1 2025
Added 15.86%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
52,622
shares
|
$2.57 Million
0.12% of portfolio
|
Q1 2025
Added 1903.88%
|