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 |
|---|---|---|---|---|---|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
29,293
shares
|
$1.43 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
29,183
shares
|
$1.42 Million
0.06% of portfolio
|
Q1 2025
Added 83.8%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
29,114
shares
|
$1.42 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
29,039
shares
|
$1.42 Million
0.7% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
28,994
shares
|
$1.41 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
28,907
shares
|
$1.41 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
28,816
shares
|
$1.41 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
28,815
shares
|
$1.41 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
28,771
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2023
Added 45.59%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
28,762
shares
|
$1.4 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
28,686
shares
|
$1.4 Million
0.4% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
28,459
shares
|
$1.39 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
28,437
shares
|
$1.39 Million
0.6% of portfolio
|
Q1 2025
Added 12.62%
|
|
|
One River Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
28,370
shares
|
$1.38 Million
0.21% of portfolio
|
Q1 2025
Reduced 80.18%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
28,265
shares
|
$1.38 Million
0.25% of portfolio
|
Q1 2025
Added 136.55%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
28,184
shares
|
$1.37 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
28,060
shares
|
$1.37 Million
0.08% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
28,019
shares
|
$1.37 Million
0.24% of portfolio
|
Q1 2025
Added 32.33%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
27,939
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
27,858
shares
|
$1.36 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
27,822
shares
|
$1.36 Million
0.39% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
27,791
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2022
Reduced 63.27%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
27,747
shares
|
$1.35 Million
0.11% of portfolio
|
Q1 2025
Added 36.31%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
27,739
shares
|
$1.35 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
27,576
shares
|
$1.34 Million
0.18% of portfolio
|
Q3 2024
New holding
|