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 |
|---|---|---|---|---|---|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
31,941
shares
|
$1.56 Million
0.13% of portfolio
|
Q3 2022
Added 0.53%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
31,802
shares
|
$1.55 Million
1.07% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
31,754
shares
|
$1.55 Million
1.01% of portfolio
|
Q4 2024
Added 23.3%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
31,722
shares
|
$1.55 Million
0.26% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
31,692
shares
|
$1.55 Million
0.11% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
31,678
shares
|
$1.54 Million
0.1% of portfolio
|
Q1 2025
Added 38.79%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
31,527
shares
|
$1.54 Million
0.45% of portfolio
|
Q1 2025
Reduced 34.92%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
31,430
shares
|
$1.53 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
31,429
shares
|
$1.53 Million
0.81% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
31,413
shares
|
$1.53 Million
0.39% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
31,413
shares
|
$1.53 Million
0.23% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
31,379
shares
|
$1.53 Million
0.52% of portfolio
|
Q1 2025
Added 77.94%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
31,303
shares
|
$1.53 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
31,153
shares
|
$1.52 Million
0.75% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
30,982
shares
|
$1.51 Million
0.52% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
30,842
shares
|
$1.5 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
30,670
shares
|
$1.5 Million
0.33% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
30,273
shares
|
$1.48 Million
0.5% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
30,104
shares
|
$1.47 Million
1.13% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
30,019
shares
|
$1.46 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
29,719
shares
|
$1.45 Million
0.52% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
29,544
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
29,496
shares
|
$1.44 Million
0.53% of portfolio
|
Q2 2023
Added 14.4%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
29,352
shares
|
$1.43 Million
0.07% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
29,314
shares
|
$1.43 Million
1.38% of portfolio
|
Q1 2025
New holding
|