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 |
|---|---|---|---|---|---|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
23,910
shares
|
$1.17 Million
1.28% of portfolio
|
Q1 2025
Added 146.16%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
23,797
shares
|
$1.16 Million
0.72% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
23,606
shares
|
$1.15 Million
0.46% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
23,564
shares
|
$1.15 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
23,548
shares
|
$1.15 Million
1.66% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
23,500
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
23,489
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.64%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
23,217
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
23,010
shares
|
$1.12 Million
0.63% of portfolio
|
Q1 2025
Added 231.65%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
22,994
shares
|
$1.12 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
22,991
shares
|
$1.12 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
22,958
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
22,930
shares
|
$1.12 Million
0.2% of portfolio
|
Q1 2025
Added 39.6%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
May 06, 2025 Q1 2025 |
22,930
shares
|
$1.12 Million
0.37% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
22,904
shares
|
$1.12 Million
1.0% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
22,871
shares
|
$1.12 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
22,859
shares
|
$1.11 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
22,834
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
22,831
shares
|
$1.11 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
22,800
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Reduced 50.02%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
22,738
shares
|
$1.11 Million
0.62% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
22,660
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
22,539
shares
|
$1.1 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
22,517
shares
|
$1.1 Million
0.13% of portfolio
|
Q1 2025
Added 32.56%
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
22,446
shares
|
$1.09 Million
0.08% of portfolio
|
Q1 2025
Added 101.56%
|