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 |
|---|---|---|---|---|---|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
34,120
shares
|
$1.66 Million
0.34% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
34,100
shares
|
$1.66 Million
2.32% of portfolio
|
Q1 2023
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
34,020
shares
|
$1.66 Million
1.23% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
33,955
shares
|
$1.66 Million
0.47% of portfolio
|
Q1 2025
Reduced 12.94%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
33,901
shares
|
$1.65 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
33,789
shares
|
$1.65 Million
0.05% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
33,590
shares
|
$1.64 Million
0.71% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
33,442
shares
|
$1.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
33,415
shares
|
$1.63 Million
0.33% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
33,344
shares
|
$1.63 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
33,265
shares
|
$1.62 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
33,258
shares
|
$1.62 Million
0.1% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
33,194
shares
|
$1.62 Million
1.18% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
33,081
shares
|
$1.61 Million
0.78% of portfolio
|
Q1 2025
Reduced 25.43%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
33,037
shares
|
$1.61 Million
0.12% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
32,930
shares
|
$1.61 Million
1.45% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
32,869
shares
|
$1.6 Million
0.04% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
32,630
shares
|
$1.59 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
32,556
shares
|
$1.59 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
32,428
shares
|
$1.58 Million
0.61% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Prairiewood Capital, LLC
|
Apr 25, 2025 Q1 2025 |
32,401
shares
|
$1.58 Million
0.66% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
32,328
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Added 67.49%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
32,248
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2022
Added 93.02%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
32,057
shares
|
$1.56 Million
0.13% of portfolio
|
Q4 2022
Added 323.64%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
32,043
shares
|
$1.56 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.46%
|