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 2,106 institutions that hold shares in the stock, with a total of 792 Million shares, which have been reported (via 13F filing form) to have a value of $38.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
38,917
shares
|
$1.9 Million
1.2% of portfolio
|
Q1 2025
Added 35.11%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
38,718
shares
|
$1.89 Million
2.25% of portfolio
|
Q1 2025
Added 28.06%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
38,680
shares
|
$1.89 Million
0.35% of portfolio
|
Q1 2025
Added 94.27%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
38,567
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
38,531
shares
|
$1.88 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Birinyi Associates Inc
|
May 05, 2025 Q1 2025 |
38,460
shares
|
$1.88 Million
0.62% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
38,400
shares
|
$1.87 Million
0.67% of portfolio
|
Q1 2025
Added 156.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
38,317
shares
|
$1.87 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
38,295
shares
|
$1.87 Million
0.7% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
38,265
shares
|
$1.87 Million
0.8% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
38,161
shares
|
$1.86 Million
0.15% of portfolio
|
Q1 2025
Added 54.34%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
37,936
shares
|
$1.85 Million
0.14% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
37,919
shares
|
$1.85 Million
0.79% of portfolio
|
Q1 2025
Reduced 32.51%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
37,849
shares
|
$1.85 Million
0.6% of portfolio
|
Q1 2025
Added 13.17%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
37,805
shares
|
$1.84 Million
0.28% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
37,683
shares
|
$1.84 Million
1.8% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
37,409
shares
|
$1.82 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
37,314
shares
|
$1.82 Million
1.09% of portfolio
|
Q1 2025
Added 119.43%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
37,213
shares
|
$1.81 Million
0.21% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
37,122
shares
|
$1.81 Million
0.17% of portfolio
|
Q1 2025
Added 50.13%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
37,062
shares
|
$1.81 Million
0.05% of portfolio
|
Q1 2025
Added 17.08%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
37,042
shares
|
$1.81 Million
0.2% of portfolio
|
Q1 2025
Reduced 23.35%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
37,031
shares
|
$1.81 Million
0.09% of portfolio
|
Q1 2025
Added 87.76%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
36,965
shares
|
$1.8 Million
0.04% of portfolio
|
Q1 2025
Added 18.34%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
36,858
shares
|
$1.8 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.07%
|