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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
22,434
shares
|
$1.09 Million
0.08% of portfolio
|
Q1 2025
Added 56.78%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
22,412
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2024
Added 25.49%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
22,347
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
22,328
shares
|
$1.09 Million
0.13% of portfolio
|
Q1 2025
Reduced 27.35%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
22,283
shares
|
$1.09 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
22,250
shares
|
$1.08 Million
0.25% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
22,238
shares
|
$1.08 Million
0.55% of portfolio
|
Q1 2025
Added 32.75%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
22,206
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
Added 46.17%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
22,119
shares
|
$1.08 Million
0.42% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
22,109
shares
|
$1.08 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
22,103
shares
|
$1.08 Million
0.57% of portfolio
|
Q1 2025
Reduced 74.18%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
22,076
shares
|
$1.08 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Apr 23, 2025 Q1 2025 |
22,045
shares
|
$1.07 Million
1.09% of portfolio
|
Q1 2025
Reduced 23.47%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
21,953
shares
|
$1.07 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Eagle Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
21,834
shares
|
$1.06 Million
0.48% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
21,798
shares
|
$1.06 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
21,652
shares
|
$1.06 Million
0.87% of portfolio
|
Q1 2025
Added 41.01%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
21,625
shares
|
$1.05 Million
0.14% of portfolio
|
Q1 2025
Added 265.47%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
21,588
shares
|
$1.05 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
21,565
shares
|
$1.05 Million
0.12% of portfolio
|
Q1 2025
Added 252.37%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
21,392
shares
|
$1.04 Million
0.22% of portfolio
|
Q1 2025
Reduced 12.77%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
21,380
shares
|
$1.04 Million
0.52% of portfolio
|
Q1 2025
Added 219.2%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
21,283
shares
|
$1.04 Million
0.12% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
21,274
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
21,212
shares
|
$1.03 Million
0.16% of portfolio
|
Q1 2025
Added 7.51%
|