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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
36,768
shares
|
$1.79 Million
0.07% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
36,630
shares
|
$1.79 Million
1.55% of portfolio
|
Q1 2025
Added 18123.88%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
36,603
shares
|
$1.78 Million
1.22% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
36,558
shares
|
$1.78 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
36,526
shares
|
$1.78 Million
0.03% of portfolio
|
Q1 2025
Added 12.94%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
36,259
shares
|
$1.77 Million
0.81% of portfolio
|
Q1 2025
Added 50.12%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
35,897
shares
|
$1.75 Million
0.11% of portfolio
|
Q1 2025
Reduced 23.31%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
35,853
shares
|
$1.75 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
35,839
shares
|
$1.75 Million
0.5% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
35,478
shares
|
$1.73 Million
1.93% of portfolio
|
Q1 2025
Reduced 27.48%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
35,364
shares
|
$1.72 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
35,322
shares
|
$1.72 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
35,314
shares
|
$1.72 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
35,225
shares
|
$1.72 Million
0.48% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
35,222
shares
|
$1.72 Million
0.06% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
35,221
shares
|
$1.72 Million
0.11% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
35,192
shares
|
$1.72 Million
0.03% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
35,161
shares
|
$1.71 Million
0.28% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
35,133
shares
|
$1.71 Million
0.32% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
34,985
shares
|
$1.71 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
34,835
shares
|
$1.7 Million
1.18% of portfolio
|
Q1 2025
Added 22.62%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
34,683
shares
|
$1.69 Million
0.42% of portfolio
|
Q1 2025
Reduced 33.84%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
34,545
shares
|
$1.68 Million
1.27% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
34,475
shares
|
$1.68 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
34,150
shares
|
$1.67 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.87%
|