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 |
|---|---|---|---|---|---|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
21,089
shares
|
$1.03 Million
0.6% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
20,904
shares
|
$1.02 Million
1.27% of portfolio
|
Q1 2025
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
20,894
shares
|
$1.02 Million
0.29% of portfolio
|
Q1 2025
Added 20.56%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
20,811
shares
|
$1.01 Million
0.46% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
20,678
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2025
Added 31.19%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
20,673
shares
|
$1.01 Million
0.05% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
20,585
shares
|
$1 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
20,569
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
20,501
shares
|
$999,628
0.47% of portfolio
|
Q1 2025
Added 273.76%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
20,489
shares
|
$999,043
0.19% of portfolio
|
Q1 2025
Added 97.03%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
20,418
shares
|
$995,581
0.16% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
20,387
shares
|
$994,070
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
20,382
shares
|
$993,826
0.08% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
20,362
shares
|
$992,851
0.0% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
20,316
shares
|
$990,608
0.06% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
20,255
shares
|
$987,633
0.04% of portfolio
|
Q1 2025
Added 43.76%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
20,251
shares
|
$987,438
0.19% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
20,229
shares
|
$986,366
0.24% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
20,214
shares
|
$985,634
0.42% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
20,189
shares
|
$984,415
0.18% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
20,178
shares
|
$983,879
0.08% of portfolio
|
Q4 2023
Reduced 19.39%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
20,078
shares
|
$979,003
0.31% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
20,064
shares
|
$978,320
0.33% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
20,028
shares
|
$976,565
0.49% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
20,000
shares
|
$975,200
0.37% of portfolio
|
Q1 2022
New holding
|