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 |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
19,997
shares
|
$975,053
0.08% of portfolio
|
Q2 2024
Reduced 15.35%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
19,962
shares
|
$973,347
0.26% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
19,955
shares
|
$973,005
0.2% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
19,924
shares
|
$971,494
0.12% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
19,805
shares
|
$965,691
0.21% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
19,778
shares
|
$964,375
0.04% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
19,732
shares
|
$962,132
0.9% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
19,687
shares
|
$959,938
0.09% of portfolio
|
Q1 2025
Added 15.34%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
19,662
shares
|
$958,719
0.05% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
19,609
shares
|
$956,134
0.03% of portfolio
|
Q1 2023
Added 18.34%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
19,546
shares
|
$953,062
0.14% of portfolio
|
Q3 2022
Added 3.82%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
19,456
shares
|
$948,674
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
19,373
shares
|
$944,627
0.33% of portfolio
|
Q1 2025
Added 153.27%
|
|
|
Glenview Trust CO
Louisville, KY |
May 15, 2025 Q1 2025 |
19,323
shares
|
$942,189
0.02% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
19,264
shares
|
$939,312
1.43% of portfolio
|
Q3 2022
Reduced 14.72%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
19,205
shares
|
$936,435
0.04% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
19,198
shares
|
$936,094
0.04% of portfolio
|
Q1 2025
Reduced 16.94%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
19,100
shares
|
$931,316
0.11% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
19,081
shares
|
$930,389
0.06% of portfolio
|
Q3 2022
Added 4.05%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
19,030
shares
|
$927,902
0.13% of portfolio
|
Q4 2020
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
18,961
shares
|
$924,538
0.36% of portfolio
|
Q1 2025
Added 151.31%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
18,912
shares
|
$922,149
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
18,888
shares
|
$920,978
0.1% of portfolio
|
Q1 2025
Added 25.08%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
18,807
shares
|
$917,029
0.09% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
18,776
shares
|
$915,517
0.03% of portfolio
|
Q1 2025
Added 1.85%
|