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 |
|---|---|---|---|---|---|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
25,679
shares
|
$1.25 Million
0.18% of portfolio
|
Q3 2024
Added 41.19%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
25,551
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2023
Added 50.28%
|
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
25,486
shares
|
$1.24 Million
0.28% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
25,475
shares
|
$1.24 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
25,288
shares
|
$1.23 Million
0.92% of portfolio
|
Q1 2025
Added 284.73%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,183
shares
|
$1.23 Million
0.06% of portfolio
|
Q4 2023
Reduced 13.35%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
25,164
shares
|
$1.23 Million
0.45% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
24,992
shares
|
$1.22 Million
0.22% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
24,950
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
24,910
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
24,845
shares
|
$1.21 Million
0.1% of portfolio
|
Q1 2025
Added 54.55%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
24,739
shares
|
$1.21 Million
0.07% of portfolio
|
Q4 2023
Added 35.94%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Apr 28, 2025 Q1 2025 |
24,664
shares
|
$1.2 Million
1.02% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
24,643
shares
|
$1.2 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
24,618
shares
|
$1.2 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
24,582
shares
|
$1.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
24,460
shares
|
$1.19 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
24,360
shares
|
$1.19 Million
0.06% of portfolio
|
Q1 2025
Added 237.3%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
24,264
shares
|
$1.18 Million
0.64% of portfolio
|
Q1 2025
Reduced 25.12%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
24,238
shares
|
$1.18 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
24,095
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
24,045
shares
|
$1.17 Million
0.06% of portfolio
|
Q1 2025
Reduced 57.1%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
24,034
shares
|
$1.17 Million
0.91% of portfolio
|
Q1 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
24,016
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
23,989
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
New holding
|