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 |
|---|---|---|---|---|---|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
27,569
shares
|
$1.34 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
27,555
shares
|
$1.34 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
27,471
shares
|
$1.34 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
27,414
shares
|
$1.34 Million
0.15% of portfolio
|
Q2 2024
Reduced 19.95%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
27,336
shares
|
$1.33 Million
0.6% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,203
shares
|
$1.33 Million
0.19% of portfolio
|
Q3 2024
Added 45.4%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
27,189
shares
|
$1.33 Million
0.06% of portfolio
|
Q1 2025
Added 82.93%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
27,076
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
27,019
shares
|
$1.32 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
26,783
shares
|
$1.31 Million
0.15% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
26,717
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
26,703
shares
|
$1.3 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
26,591
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2022
Added 17.49%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
26,475
shares
|
$1.29 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
26,438
shares
|
$1.29 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
26,399
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
26,313
shares
|
$1.28 Million
0.15% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
26,255
shares
|
$1.28 Million
0.56% of portfolio
|
Q1 2024
Reduced 7.37%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
26,116
shares
|
$1.27 Million
0.07% of portfolio
|
Q1 2025
Reduced 22.37%
|
|
|
Nwi Management LP
New York, NY |
May 15, 2025 Q1 2025 |
26,000
shares
|
$1.27 Million
0.17% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
25,920
shares
|
$1.26 Million
0.73% of portfolio
|
Q4 2023
Reduced 53.56%
|
|
|
Herbst Group, LLC
Westport, CT |
Apr 11, 2025 Q1 2025 |
25,919
shares
|
$1.26 Million
0.96% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
25,853
shares
|
$1.26 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
25,799
shares
|
$1.26 Million
1.24% of portfolio
|
Q1 2025
New holding
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
25,737
shares
|
$1.25 Million
0.14% of portfolio
|
Q1 2025
Added 12.58%
|